Whitman Breed has built a significant trusts and estate litigation practice, handling a broad range of high-stakes matters for corporate and individual clients.
Our practice is sophisticated. Many of our cases have involved complex international, tax, and commercial law questions, issues of first impression, and multimillion-dollar claims.
Our practice is also broad. As a group, we have litigated nearly every type of trust and estate dispute, including claims against trustees and executors, will contests, contested accountings, construction proceedings, disputes with charities bureaus, and contested conservatorships and other appointment and removal proceedings. We have done so in numerous venues, including Connecticut’s Probate Courts and Superior Courts, New York’s Surrogate’s Courts, and the United States District Court.
Our clients comprise an equally broad group. We have extensive experience representing trustees, including international financial institutions, local and regional banks, and individuals. We also regularly represent executors, beneficiaries, proponents, objectants, charitable foundations, and creditors.
To avoid litigation whenever possible, we also counsel corporate, professional, and individual fiduciaries on compliance with their duties and obligations, including under the Uniform Prudent Investor Act and the Uniform Principal and Income Act. And we work closely with our estate planning and administration colleagues to prevent claims before they arise.