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Conflicts within private wealth inheritance and administration occur even with the most carefully constructed estate plans. With the increasing breadth of such responsibilities today, disputes over alleged breaches in trustee relationships or the trustee’s administration are on the rise and often involve such diverse parties as investment advisors, officers, personal representatives, corporate trustees and others. This is where BakerHostetler provides advice and counsel built on years of practical experience.

Trust and inheritance litigation requires an in-depth knowledge of probate, trusts, estates and related legal areas to address complex fiduciary issues. Our attorneys have significant experience in probate courts and provide a deep understanding of the specific laws and procedures that apply to disputes over a family’s wealth.

Private wealth disputes are complex and complicated, as the property may be spread across the world. When such disputes arise, we use our considerable experience to obtain favorable resolutions for our clients, whether via pre-litigation avoidance, through a negotiated settlement agreement, by trial or on appeal. Our integrated team of skilled litigators, tax attorneys and estate planners achieve results by:


  • Defended a trust contest against claims of invalidity arising from undue influence and a settlor’s lack of capacity.
  • Defended a beneficiary’s claim seeking removal of a trustee.
  • Negotiated settlements in contested accounting proceedings where the trustee failed to timely render trust accountings to beneficiaries.
  • Obtained the court-ordered removal of a trustee to protect the trust from further suspected mismanagement and self-dealing.
  • Prosecuted a financial elder abuse claim with recovery for the heirs by a negotiated settlement from a court-ordered mediation session.

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