Wealth Planning, Administration, and Disputes

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If you are interested in having us represent you, you should call us so we can determine whether the matter is one for which we are willing or able to accept professional responsibility. We will not make this determination by e-mail communication. The telephone numbers and addresses for our offices are listed on this page. We reserve the right to decline any representation. We may be required to decline representation if it would create a conflict of interest with our other clients.

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At Robins Kaplan LLP, our attorneys excel at managing and preserving wealth for clients, executing on the administration of wealth succession, and resolving wealth disputes with excellence and mastery.

Our national reputation for excellence includes wins in the fiduciary arena for trustees and fiduciaries, personal representatives, beneficiaries, guardians, and conservators.

Our wealth 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 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.

Our clients benefit from our close collaboration with the mediators, expert witnesses, tax professionals, and healthcare personnel we work with in order to maximize positive results and outcomes.

Experience

Our attorneys have deep experience representing beneficiaries, trustees, and co-personal representatives in jurisdictions across the nation, including Minnesota, New York, California, and Massachusetts.

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.

Our attorneys strategically plan and administer, mediate, or litigate on a wide range of wealth matters:

  • Wealth planning and administration
  • Trusts and estates
  • Conservatorship and guardianship
  • Wealth dispute litigation
  • Alternative Dispute Resolution/Mediation (ADR)

To learn more about wealth planning, administration, and disputes, please call us at 800.553.9910 (toll-free) or use the contact form above.

Our attorneys serve individuals and organizations in all aspects of estate administration, both basic and complex. We represent people and organizations facing wealth planning, administration, and disputes litigation, including:

  • Individuals and families
  • Business owners
  • Corporate fiduciaries
  • Charitable organizations
  • Closely held enterprises and their members
  • Closely held family businesses and their members
  • Nonprofits
  • Trustees, fiduciaries, and beneficiaries
  • Personal representatives
  • Trust and estate beneficiaries
  • Guardians
  • Conservators
  • Trust supervisors

PUBLICATIONS

Summer 2021
Summer 2021
In the Beginning: Choosing the Right Corporate Entity
Manleen Singh - The Robins Kaplan Spotlight, Vol. 6, No. 2
Summer 2021
Life After Settlement: Crafting Agreements to Avoid Future Disputes
Eric Magnuson, Tim Billion - The Robins Kaplan Spotlight, Vol. 6, No. 2
Spring 2021
Fiduciary or Foe? Revisiting Meinhard v. Salmon
Denise Rahne, Samia Young - The Robins Kaplan Spotlight, Vol. 6, No. 1
Spring 2021
Shareholder Risks in Mergers and Acquisitions
David Martinez, Jason Fair - The Robins Kaplan Spotlight, Vol. 6, No. 1
Spring 2021
When the Business Is All in the Family
Anne Lockner - The Robins Kaplan Spotlight, Vol. 6, No. 1
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