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Conflicts within private wealth inheritance and administration occur even with the most carefully constructed estate plans. With the increasing breadth of such responsibilities today, disputes over alleged breaches in trustee relationships or the trustee’s administration are on the rise and often involve such diverse parties as investment advisors, officers, personal representatives, corporate trustees and others. This is where BakerHostetler provides advice and counsel built on years of practical experience.


  • Defended a trust contest against claims of invalidity arising from undue influence and a settlor’s lack of capacity.
  • Defended a beneficiary’s claim seeking removal of a trustee.
  • Negotiated settlements in contested accounting proceedings where the trustee failed to timely render trust accountings to beneficiaries.
  • Obtained the court-ordered removal of a trustee to protect the trust from further suspected mismanagement and self-dealing.
  • Prosecuted a financial elder abuse claim with recovery for the heirs by a negotiated settlement from a court-ordered mediation session.

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