Trust & Estate Litigation

WILL AND TRUST CONTESTS

McCandlish lawyers have represented beneficiaries and other interested persons challenging and defending the validity of a will or trust based on allegations of undue influence, mental incapacity, fraud, mistake, inadequate formalities and other grounds. Our fiduciary litigators also represent clients in actions defending or contesting accounting’s.

FIDUCIARY MISCONDUCT CLAIMS

McCandlish lawyers are experienced in prosecuting and defending breach of fiduciary duty claims involving: duty of loyalty, duty to avoid conflicts of interest, duty to account, duty to prudently invest assets, and duty to exercise reasonable care. Our litigators additionally represent beneficiaries and fiduciaries in disputes involving the valuation and recovery of trust or estate assets.

GUARDIANSHIP AND CONSERVATORSHIP PROCEEDINGS

McCandlish’s Trust, Estate and Fiduciary Practice Group provides representation to persons in connection with guardianship and conservatorship proceedings for individuals who are allegedly mentally or physically incapacitated. In connection with such proceedings, McCandlish lawyers have experience litigating disputes arising from gifts of assets or transfers of assets made prior to death.

TAX APPEALS

McCandlish lawyers represent clients before the Internal Revenue Service and state tax authorities with respect to gift, estate, income, generation-skipping transfer, and other tax appeals.

For more information about McCandlish Lillard’s Trust, Estate, and Guardianship Disputes practice, or to request an initial consultation about your case, we invite you to review the profiles of our fiduciary litigation attorneys and to contact them directly.