Monroe Moxness Berg represents personal representatives, trustees, beneficiaries, and family members in will and trust controversies. 

We help clients when trust and estate administration issues arise and attempts to resolve them have been unsuccessful.

Sometimes, clients are unsure about their rights when it comes to estate and trust disputes. We clarify their options and work with them to develop a strategy that best speaks to their personal goals and priorities. 

Our attorneys often provide ideas for solutions that avoid potentially costly litigation. However, when litigation cannot be avoided, we are ready. We help clients navigate the litigation process and provide dedicated and compassionate support throughout what can be an emotional and stressful time.

OUR TEAM 

Our Estate and Trust Disputes and Litigation practice is composed of Estate Planning and Litigation attorneys with significant experience in resolving estate and trust disputes. Combining their collective experiences in their respective practice areas allows the team to approach disputes in a thoughtful and efficient manner, whether the ultimate result is negotiated, mediated, or litigated.

Our team understands both the intricate legal and often emotional dynamics involved in estate and trust conflicts. We are dedicated to delivering personalized service that helps to alleviate some of  the burden on our clients during these challenging times. We work to achieve favorable outcomes for our clients, while also striving to preserve important relationships and legacies whenever possible.

OUR EXPERIENCE

We represent both businesses and individuals in estate and trust disputes. 

We can help resolve matters involving:

• Will contests: We represent clients in the challenge or defense of the validity of a will—for example, where validity is contested based on claims of undue influence on the testator, claims of lack of capacity of the testator, and claims of improper execution (relating to the legal formalities required to create a valid will).
• Asset distribution disputes: When there are disagreements among beneficiaries about how assets should be divided, our team can help mediate and provide clarity. 
• Creditor claims: We can help guide clients through the process of disputing or negotiating claims from creditors. We help to protect the estate’s interests and ensure that valid debts are settled in accordance with the law. 
• Trust disputes: We provide support to clients in navigating and resolving conflicts that arise concerning the interpretation, modification, or administration of trusts. 
• Fiduciary breaches: We work with clients to pursue or defend claims related to misconduct and breaches of fiduciary duty or proper accounting, by executors, trustees, or other fiduciaries. We also have experience defending fiduciaries against allegations and leverage our legal knowledge to clear misunderstandings and demonstrate their adherence to duties. 
• Business and asset valuation disputes: Our Estate Planning attorneys help clients navigate the complexities of business and asset valuations. When disagreements arise about the valuation of a closely held business or asset within an estate or trust, we are well-positioned to advocate for our client and to resolve disputes. This may involve negotiations, alternative dispute resolution methods, or litigation if necessary.

CONTACT US

Please contact Marcus Urlaub at murlaub@MMBLawFirm.com or 952.346.1425 to learn more about the firm’s estate and trust dispute resolution and litigation services and to schedule an introductory consultation.