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.

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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
  • Fraud
  • 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.

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What is extremely unique about PLDO is that they are great lawyers who actually care about me and my business. They make me feel as if I am the most important client in the firm and I am certain that all of their clients feel the same way. 

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