Our depth and breadth of experience in probate and fiduciary litigation is evidenced by sampling just a handful of the types of disputes we have litigated and resolved. Because we routinely prosecute and defend matters on behalf of both individual beneficiaries and corporate fiduciaries, we have a profound understanding of the substantive law involved and a unique perspective on the emotional toll these disputes can have on families and fiduciaries.

• Represented professional trustee in defense of removal and breach of fiduciary duty action; obtained judgment dismissing case as a matter of law and ordering beneficiary to repay to the trust trustee’s legal fees
• Represented individual in connection with action contesting the validity of her late father’s will on grounds of undue influence and lack of capacity
• Represented multiple family members in connection with equity action alleging attorney-in-fact for their late father breached her fiduciary duties under a Power of Attorney
• Represented corporate trustee in Bosch litigation seeking declaratory judgment that trust adequately conveyed decedent's intent to obtain optimal benefits of federal and state estate tax marital deductions
• Represented individual client in connection with appeal of divorce judgment that included husband's interest in a trust with an ascertainable standard in the marital estate for purposes of equitable division under M.G.L. c. 208, Section 34
• Represented multiple family members in action for declaratory judgment to determine ownership of family business at time of their late father’s death 
• Represented corporate trustee in connection with petition for instructions regarding charitable distributions made from 100-year-old trust
• Represented family owners of business held in trust in connection with petition to reform and terminate trust 
• Represented guardians/conservators in defense of action for their removal
• Represented legatee in connection with a breach of fiduciary duty claim against personal representative
• Represented individual in connection with breach of fiduciary duty claim against custodian of gifts made under the Uniform Gifts to Minors Act