• Cases involving improper investment decisions or inaction by the personal representative of the estate or trustee
  • Opening estates as a creditor
  • Creditor claims against an estate or trust​
  • Obtaining guardianship and/or conservatorship for an individual who needs protection
  • Obtaining guardianship and/or conservatorship for a minor
  • Judicial and non-judicial settlement agreements
  • Last will and trust contests
  • Transfer of property disputes involving the incapacitated
  • Breach of fiduciary duty claims
  • Cases seeking the removal of a fiduciary for improper administration
  • Assisting a beneficiary in obtaining more information from the personal representative or trustee

Litigation

Experienced in handling trust and probate disputes and controversies for a broad range of clients including trustees, personal representatives, beneficiaries, creditors and other interested parties. These matters require diverse litigation experience, an honest assessment of likely success and a thorough understanding of probate law, the trust code, agency law and real property law.

 Probate and trust disputes are increasingly common and heavily influenced by the wide range of emotions surrounding death and disability. With years of experience, Jeff has the expertise and knowledge to advise the best course of action with an authentic cost benefit analysis.

Services