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Trust and Estate Litigation

The firm’s trust and estate litigation experience extends to Surrogate’s Court, where its attorneys prosecute and defend cases against trustees and executors for claimed mismanagement of assets entrusted to their care. These include successful claims by trust beneficiaries against corporate trustees for failing to adequately diversify investment holdings. It also includes contests in both Surrogate’s Court and Supreme Court over ownership in corporate stock and other business interests, as well as disputes over bank accounts and claimed misappropriation of other trust or estate assets.

This group’s experience includes prosecuting and defending claims arising out of industry-specific self-insurance trusts, as well as claims for diversion of statutory trust funds, particularly under the New York State Lien Law. Members of the firm have lectured at professional seminars on both substantive and procedural aspects of litigating fiduciary accounting proceedings in Surrogate’s Court.