Trust & Estate Litigation Attorneys
We help clients with a wide array of trust and estate litigation matters with technical precision and savvy trial advocacy. With offices in Rhode Island, Massachusetts, and Florida, we are well equipped to help clients who reside in one state, but have a relative who passes away in another jurisdiction or are “snow birds” between states. For example, our attorneys routinely serve clients that reside in both Rhode Island and Florida. Our Florida office is located in Boca Raton in the Peninsula Plaza, 2424 North Federal Highway, Suite 204, Boca Raton, Florida 33431.
Our team of trust and estate litigation lawyers is led by Attorney Bernard A. Jackvony , who is a nationally recognized fiduciary litigator, and Gene M. Carlino, who has 25 years of experience in all legal and financial matters pertaining to estates, trusts and taxation. All of our attorneys in this practice area are highly experienced and have a sophisticated understanding of legal, financial, tax and other aspects of estate litigation issues for medium to large estates. Our lawyers provide representation to individuals and families and closely held businesses and family-owned businesses. We have experience handling:
- Will contests
- Trust disputes
- Capacity issues
- Business succession disputes
- Claims of undue influence
- Breach of fiduciary duty
- Misappropriation of funds
- Prudent Investor Issues
- Embezzlement and money laundering through trusts
- Tax evasion
- Failure to abide by the contents of an estate planning document
We have particular experience in complex trust and estate planning matters involving large estates, closely held businesses and family-owned businesses. When disputes or questions arise during the probate or estate administration process, our lawyers are proactive in their approach and ready to provide detailed analysis to clients regarding their options to resolve the dispute quickly and efficiently.
If there are ambiguities or questions about whether a will has been properly signed by the testator (the writer of the will) or properly witnessed by at least two people, we take a close look at the intent of the parties involved and how best to navigate sensitive subjects toward an amicable resolution. When there are questions concerning how an administrator, executor or personal representative is handling his or her duties, we know how to act quickly to protect the estate’s assets and alert the court. Our attorneys can help you handle any estate litigation matter with discretion and an eye toward preserving familial or business relationships.
We encourage you to contact us today to schedule a consultation with a skilled and experienced lawyer.
Resources & Information
- Establishing A Florida Domicile
- The Florida Homestead Advantage
- Estate Planning Team Helps Clients Plan For The Future
- Why Your Domicile Is A Key Factor In Estate Planning
- Strategies for Gifting Interest in a Closely Held Business to Charity
- The Digital Afterlife: What Happens to Your iTunes Library When You Die?
- Five 2018 Year-End Tax Planning Opportunities for Businesses
- Why Wealth Migration to Florida is Expected to Continue
- PLDO Trusts & Estates BULLETIN