Wealth Planning, Administration, and Disputes

Serving individuals and organizations in all aspects of estate administration, both basic and complex.

Trusts, estates, and fiduciary disputes come with unique challenges, often driven by complicated and interwoven legal, emotional, financial, and strategic factors. When a problem involving an estate or a fiduciary obligation becomes litigious, clients need problem solvers.

At Robins Kaplan LLP, our mastery of wealth planning and administration, fiduciary law, the courtroom, and challenging valuation scenarios makes us excel at resolving wealth planning, administration, and disputes. Our national reputation for litigation excellence includes wins in the fiduciary arena for trustees and fiduciaries, personal representatives, beneficiaries, guardians, and conservators. In addition, our lawyers have an in-depth understanding of the complicated system of laws and regulations that control various fiduciary obligations, end-of-life wealth distribution, and property and asset valuation. We also know the best ways to navigate the emotional issues that often come up in wealth planning and administration, and disputes. Whether litigating fiduciary matters, inheritance or succession issues, or contested charitable donations, we help clients cut through confusion to find a path to resolution.

Experience

Our attorneys litigate a wide range of wealth planning, administration, and disputes, including:

Pre-Litigation Counsel
Probate Disputes
Will/Trust Contests
Will/Trust Construction Disputes
Actions for Post-Mortem Reformation or Modification of Trusts and Wills
Irrevocable Life Insurance Trusts
Representation of Fiduciaries and Beneficiaries at Mediation
Valuation Disputes
Actions for Appointment or Removal of Fiduciaries
Claims by Heirs for Misappropriation or Breach of Fiduciary Duty
Actions for Accounting
Contested Guardianship Matters
Contested Conservatorship Matters
Fiduciary Litigation
Appellate Cases
Trust-Related Commercial Disputes

In addition, because of the specific demands of South Dakota trust litigation, our Sioux Falls office has a dedicated focus on resolution of South Dakota trust disputes. Managed by Brendan Johnson, who previously served as the presidentially appointed United States Attorney for the District of South Dakota, our South Dakota trust litigation practice combines the resources and experience of a national law firm with an in-depth understanding of South Dakota litigation and South Dakota trust disputes.

Clients and Industries

We represent people and organizations facing wealth planning, administration, and disputes litigation, including: