Bousquet Holstein has proudly served our clients in wills and trusts disputes for decades, earning us a distinguished reputation for our exceptional and compassionate representation.
After the death of a family member, emotions and tensions may arise. Navigating the intricate landscape of wills, trusts, and estates disputes can be incredibly complex and emotionally taxing for your family. Whether you find yourself in the role of a fiduciary (executor, trustee, guardian, or administrator) or a beneficiary, it's essential to have specialized representation that will understand your family dynamics and ensure your rights are properly protected.
Our firm litigates on behalf of both fiduciaries and beneficiaries, giving us a complete and advantageous perspective when representing our clients. We understand that all families are different, and we tailor our approach to your unique situation.
Contesting Wills and Trusts
When a loved one passes away, sometimes families disagree about whether the will, trust, or other estate planning documents accurately reflect the decedent's true wishes. We represent clients in cases involving lack of capacity, undue influence, lack of due execution, and testamentary fraud. We understand that these cases aren't typically black or white, and we have the tenacity to effectively advocate for your position.
Accounting for Assets / Breach of Fiduciary Duty
During the administration of an estate, beneficiaries and other parties may have differences of opinion as to the details of an accounting, the timing and nature of distributions, or other investment and tax decisions made by a fiduciary.
In these cases, fiduciaries – including executors, personal representatives, administrators, trustees, guardians, and agents under powers of attorney – may face allegations of breaches of fiduciary duty. In response, beneficiaries can demand a thorough investigation of all the fiduciary's actions.
From small to multi-million-dollar estates, our attorneys excel in accounting proceedings and conduct comprehensive investigations to ensure that any missing assets are found and fiduciary responsibilities are upheld.
For accused fiduciaries, retaining experienced counsel is crucial. The attorneys at Bousquet Holstein have a rich history of successfully defending clients in similar situations. Our counselors can comprehensively guide clients through the nuances of their fiduciary responsibilities, legal obligations, and the specific context of the accusations at hand.
Self-Dealing / Conflict of Interest
Self-dealing, where a fiduciary is accused of acting in their own best interests, can sometimes be caused by a conflict of interest. When these situations arise, our attorneys can effectively advise and defend fiduciaries. When representing beneficiaries, we can hold fiduciaries accountable and seek their removal if needed.
Closely Held & Family-held Business Disputes
For over 60 years, clients have relied on our exceptional counsel to advise their businesses and personal lives. Our rich history gives our attorneys unparalleled ability to navigate intricate business disputes associated with trusts and estates, particularly those pertaining to closely held / family-held businesses.
Comprehensive Representation
Our office provides well-rounded support in trusts and estates, administration, and tax law, allows us to move seamlessly between estate administration, litigation, and back again. While you're in litigation, you may need to continue administering your estate as a fiduciary. We can help you properly carry out your duties in this situation.
Connect with our team today to see how we can help you!