Trust & Estate Litigation

Trust and estate controversies are some of the most high-stakes and emotionally fraught situations families may ever encounter.

Protecting the rights and interests of parties involved in these delicate matters requires fierce advocacy, procedural know-how, and utmost sensitivity and discretion.

Loeb & Loeb’s Trust and Estate Litigation practice offers clients a dedicated team of courtroom-tested trial lawyers with a long track record of success in high-profile and highly sensitive contested matters involving trusts, estates and conservatorships.

As part of one of the largest and most distinguished full-service private client practices in the country, our skilled litigators have in-depth knowledge of trusts and estates law and decades of experience in probate, civil and appellate courts across the country. We’re as confident cross-examining a witness at trial as we are arguing a complex point of probate law in the courts of appeal, and we’re as adept at negotiating with hostile adversaries as we are at building consensus with conservators, court-appointed counsel and guardians ad litem.

We are the firm of choice to represent fiduciaries, including banks and trust companies, and individual and charitable beneficiaries in their most significant trust and probate disputes — but not just because of our deep experience and winning results.

With all our clients, we understand and appreciate the emotional nature and difficult family dynamics of the cases they entrust to us. We provide hard-hitting advocacy as well as discretion and respect for our clients’ privacy in these most sensitive matters. And we measure our success not only by the legal outcome but also by the degree of closure we can bring to clients following a painful family event and often a very public ensuing controversy.

Our results at trial have earned us exceptional credibility with adversaries, enabling us to consistently obtain the most favorable settlements of disputes for our clients in mediation or even before litigation begins. In collaboration with our premier bench of estate planning lawyers, we also counsel our clients on how to minimize the risk of litigation, providing smart advice based on our many years of experience in the courtroom.