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Family dynamics are complex, often change, and are almost always emotionally-charged – in either a negative or positive way. When it is perceived that an estate plan is inappropriate, or that representative, trustee, or fiduciary is acting irresponsibly or criminally as to an estate or probate matter, the response from family and friends involved is full of emotion and vitriol. But in order to find a remedy and see justice served, a legal advocate must rely on knowledge and skill in order to achieve a positive result in litigation.
Estate and fiduciary litigation – often more generally referred to as part of probate litigation – is a unique practice skill which is based upon a deep understanding of a nuanced and complex area of the law. Gary Altman, Esq., attorney and Certified Financial Planner™ since 1988, possesses such a deep understanding of this area of the law that he often serves as an expert in probate litigation cases. With Gary and the rest of the Altman & Associates team on your side, you will benefit from the knowledge and experience necessary in estate and fiduciary litigation.
Not all estate plans are drafted or executed with the same level of quality and effectiveness. Wills and trusts are often poorly drafted because they are pulled from an online form or drafted by an inexperienced or sloppy professional. Whether drafted poorly or not, such documents are often not kept up to date. Therefore, older estate planning documents may not account for changes in assets, family dynamics, or tax treatment.
The person (or persons) selected as representative, trustee, or fiduciary may have seemed like a good choice at the time. However, circumstance may have changed and this selection may have violated his or her obligations to the estate. Such a position is not necessarily easy for a lay-person to hold, and this is why professionals like attorneys, accountants, or other licensed professionals often take over some or all of these roles.
In other cases, an estate plan might be well-executed and well-run, but one or more family members are convinced that they deserve a greater benefit from the estate. Whatever the case, the members of the estate do not deserve to suffer from inappropriate estate documents or poor representation of their interest. Likewise, responsible individuals overseeing an estate should not have to deal with unnecessary challenges.
Members of an estate often wonder what they can do if they are dissatisfied with some or all aspects of the estate. Conversely, many individuals charged with handling estates are not sure how to treat aggressive estate members who threaten litigation. Our compassionate and experienced attorneys offer counsel and advocacy regarding many types of estate and fiduciary litigation, including:
When you need top-notch estate and fiduciary litigation advocacy, we are ready to serve you with strength and sensitivity to your situation. Estate and fiduciary litigation is never enjoyable, often emotional, and always extremely important to those involved. When considering or facing such litigation, schedule a consultation with us at one of our five convenient office locations to discuss how we can help.