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Trust and Estate Litigation

At Spencer Fane, we leverage the cross-discipline experience of the Tax, Trusts, & Estates and Litigation practices to resolve disputes for individuals, families, corporate fiduciaries, nonprofit organizations, beneficiaries, executors, and administrators that can arise in the context of estate and trust administration matters. We provide a resource to clients facing difficult and sensitive circumstances related to their estate and trust administration matters and the difficult circumstances that can arise. We advocate for our clients and their desired outcomes while always being aware of the personal, emotional, and psychological factors that are often involved.

Issues of trust and estate litigation can involve complex disputes involving wills, trusts’ estates and bequests, paternity suits, guardianship, and conservatorship. These matters can add stress to already emotional and sensitive circumstances. Spencer Fane attorneys pursue outcomes that preserve relationships by resolving disputes privately through discussion, negotiation, and mediation when possible, but stand ready to pursue and execute on litigation strategies when desired settlements can’t be reached.

All of this work is done while keeping family dynamics and the emotional nature of these matters in mind.

Our attorneys regularly assist with trust administration issues involving asset distribution, taxes, and accounting in addition to providing counsel on breach of fiduciary duty and disputes involving shareholders. We also provide assistance when rightful beneficiaries and heirs come into question or the validity of a will or trust agreement is being challenged.