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Our Trust and Fiduciary Litigation team has the background and experience to assist clients in all facets of trust and inheritance disputes that manifest themselves while managing the responsibilities of administration and transfer of private wealth. Conflicts within private wealth inheritance and trust administration occur even with the most carefully constructed estate plans. With the increasing breadth of such responsibilities today, disputes over alleged breaches in trustee relationships or the trustee’s administration are on the rise and often involve such diverse parties as investment advisers, officers, personal representatives, corporate trustees and others. This is where BakerHostetler addresses the sensitive issues that arise and provides appropriate advice and counsel built on years of practical experience.


  • Defended a trust contest against claims of invalidity arising from undue influence and a settlor’s lack of capacity.
  • Defended a beneficiary’s claim seeking removal of a trustee.
  • Negotiated settlements in contested accounting proceedings where the trustee failed to timely render trust accountings to beneficiaries.
  • Obtained the court-ordered removal of a trustee to protect the trust from further suspected mismanagement and self-dealing.
  • Prosecuted a financial elder abuse claim with recovery for the heirs by a negotiated settlement from a court-ordered mediation session.

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