Estate & Trust Litigation

The practice has engaged in a wide variety of trust and estate litigation on a variety of topics:

  • Recovered six figures on behalf of a trust beneficiary when the trustee who was an equal beneficiary failed to account for certain trust assets
  • Reformed an irrevocable trust document which had been improperly drafted by counsel
  • Successfully defended a claim of undue influence against a beneficiary of a trust
  • Recovered high six figures on behalf of a former cohabitant under theories of equitable relief
  • Recovered six figures on behalf of an Executor under a contract owed to the decedent’s estate
  • Successfully decanted an irrevocable trust to convert an outright distribution into a trust for the “best interests” of the beneficiary
  • Set aside a death bed redesignation of IRA beneficiary where the owner of the IRA did not have capacity
  • Successfully defended a property manager who was also the trustee against claims of mismanagement and undue influence
  • Settled a number of contested claims on terms reasonable to all parties involved

For More Information

We welcome you to contact Mark T. Neil & Associates for more information about our estate and trust litigation practice.

Testimonials

His long-term expertise in same-sex legal law and financial planning was evident as was the personal interest he took in us.”
– Charles N. and Christian M.

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