Estate Law

Estate Disputes

Common situations for estate disputes include, but are not limited to:

• If an executor of a decedent’s estate may be breaching their duties to the beneficiaries.
• If a testator executed a new will in the last few days of their life under unusual circumstances.
• If an executor sold the decedent’s house or other assets for less than market value without checking with the beneficiaries.
  

Estate Law is an extremely niche field that requires expertise in complex tax vehicles and the intricate legal structures found in trust, estate, probate, and contract law. Brad’s background as a tax professional and businessman provides a comprehensive foundation for any estate matter, whether his client is planning for multi-generational wealth, ensuring their estate is secure and properly administered, or in a conflict that requires litigation.

Trust and estate disputes can arise at any point in the administration of an estate plan and can have the potential for life altering consequences in the lives of the trustees, executors, guardians, and other beneficiaries.

Multi-Generational Wealth Planning and Administration

Brad’s expertise allows him to craft custom estate plans that enable the graceful transfer of wealth across multiple generations, identify potential problems in existing estate plans, and provide remedies that enable clients to be secure in their estate plans.

Trust Disputes

Common situations for trust disputes include, but are not limited to:

• If a trust’s terms are ambiguous and clarification is needed about what they mean before distributions can be made.
• you are skeptical about the accuracy of the trust accountings you received from the trustee.
• you suspect a beneficiary of a trust to have unduly influenced the trustor into increasing their share.