At Sage Law, we understand that trust and estate matters are personal. Losing a relative or loved one is emotionally wrenching and can lead to difficult family situations. When these family disputes lead to litigation, the fight can be excruciating, often pitting family members against one another. Our trust and estate litigators recognize the personal toll of such disputes. We counsel clients through every step of this trying process, helping them to protect their interests and those of their loved ones.

Sage Law combines in-depth understanding of trust and estate law with experience in high-stakes litigation. Many law firms assign trust and estate litigation to attorneys who are estate planners with little to no litigation experience. Others take the opposite approach, relying on civil litigators who lack experience in the field of trusts and estates.

We don’t think you should have to choose. At Sage Law, you get both. We partner seasoned trial attorneys who have years of experience in civil and probate courts with trust and estate experts who have mastered the substantive law and unique procedures applicable to probate and trust disputes. When these cases, as they often do, raise diverse tax, real estate, corporate, and insurance issues, our litigators rely on Sage Law’s wealth of expertise in those fields.

In short, our experienced trial attorneys know how to get the job done both inside and outside the courtroom. We represent clients in a wide array of complex disputes involving trusts, estates, and conservatorships. We work for people appointed as fiduciaries, in claims against fiduciaries, in will and trust contests, guardianship disputes, and charitable and exempt organization controversies. Our clients include, among others, individual fiduciaries and beneficiaries, such as high-net-worth individuals and their families; corporate fiduciaries, such as bank and trust companies; large financial institutions; executors; trustees; administrators; and charitable beneficiaries.

Our experience includes litigating trust and probate disputes involving claims for breach of fiduciary duty, claims for breach of the duty of loyalty, prudent investor claims, beneficiary disputes, contested heirship, disputed creditor claims, judicial construction and modification of wills and trusts, will and trust contests, will and trust validity, capacity, undue influence, elder abuse, contested powers of attorney, contested accountings, fraudulent transfers, partition actions, spousal right of election, wrongful death recovery, family and estate management disputes, conservatorships, and guardianships, among other issues.