Settling Trust Disputes In New York
When a trust is created, whether it is while the creator is alive or after their death, the trustee has a great deal of responsibility to carry out their instructions for distributing assets to beneficiaries. With usually a great deal of assets on the line, disputes can often arise when a beneficiary feels they are not receiving fair treatment.
Settling a trust contest can be quite complex, requiring informed, experienced legal advice from an attorney like me, who has more than 40 years of litigation experience. My law firm, David I. Grauer, Attorney at Law, in White Plains, New York, serves beneficiaries and trustees throughout the New York City metro area who need the services of an experienced estate law attorney.
Getting To The Bottom Of The Dispute And Resolving It Effectively
Unlike will contests, trust disputes amongst trustees and beneficiaries involve much more accounting work. I have experience working with all types of complex trusts that people create to shield their families from probate and excessive estate tax burdens.
As your lawyer, I can work with forensic accountants and other experts to examine all of the trust’s transactions to determine if any improprieties exist, such as:
- Improper management of the trust
- Not following the trustor’s wishes
- Accounting irregularities
- Breach of fiduciary duty
- Skimming money from the trust
Similar to will contests, however, many of these disputes involve close family members. I understand that preserving these relationships whenever possible is a paramount concern. That is why I will look to bring the sides together to work out a strong compromise that protects everyone’s financial interests. If that is not possible, I will not hesitate to take your case to court.