Trust Counsel and Fiduciary

Private wealth and fiduciary disputes can be particularly personal and require an adept hand to resolve amicably.

Our goal is to help resolve issues long before they reach the point of litigation. To that end, we have a long history of counseling on fiduciary duty issues, including working directly with beneficiaries, issues with unusual or large position assets, compliance and many other aspects of fiduciary counsel work.

The HMB team handles a wide variety of litigation matters for both plaintiffs and defendants, including representing individuals, executors, trustees, partnerships, corporations, banks, trust companies, other financial institutions, charities and foundations.

Our fiduciary litigation attorneys can represent you in all aspects of disputes, including administrative issues, breach of fiduciary duty and settlement of complex estates and trusts. We also represent beneficiaries relating to their interests in estates and trusts, including tax issues.

We marshal the substantial experience of our private wealth attorneys and trial attorneys to form a strong litigation team that works for you. We have extensive trial experience in probate, tax, state and federal courts, as well as a seasoned appellate experience.

Areas of Focus:

• Advising corporate and individual fiduciaries
• Advising beneficiaries
• Estate administration and probate
• Trust administration
• Guardianships and contested guardianships
• Litigation involving estates, trusts, executors, trustees, or beneficiaries
• IRS dispute