Find Lawyers in Naples, Florida for Litigation - Trusts and Estates
Juan D. Bendeck is certified by the Florida Bar as a Board Certified Specialist in Wills, Trusts and Estates. Board certification recognizes attorneys’ special knowledge, skills and proficiency in various areas of law and professionalism and ethics in practice. Juan focuses his practice in estate planning, estate administration and asset protection planning. He formulates and drafts tax-efficient estate plans for his clients, including more advanced and novel estate planning techniques ...
Allison Christensen concentrates her practice in litigation, focusing on Southwest Florida (Collier and Lee Counties) but also throughout the State of Florida. She embraces the opportunities that litigation presents to resolve disputes among people who are unable to do so themselves. Patient, dedicated and resourceful, Allison works to give a voice to people whose interests are not being considered and, especially in the probate litigation area, often allows her to ensure that decedents' plan...
Jeffrey M. Folkman is experienced in all phases of estate and charitable planning for individuals and families, including those where family-owned businesses are involved. Plans range from the modest in size to the very large and sophisticated. He works extensively with corporate trustees, financial planners, insurance agents, accountants and consultants. Jeffrey is also experienced in the administration of trusts and estates. Jeffrey is knowledgeable with stock and asset acquisitions, dispos...
John D. Gast has decades of experience working with families as they plan their estates. John has lived in Southwest Florida for over 30 years and concentrates his practice on estate planning, charitable gift planning, life insurance, domicile planning, probate litigation, trust and estate settlement and taxation. John knows each family is different and works with them to craft a custom plan that fits their individual needs.
As Partner-in-Charge of Hahn Loeser’s Naples, Florida office, Mark R. Klym focuses his practice in estate planning. Mark assists clients in developing succession plans, drafting limited liability companies and start-ups, administration of trusts and guardianships as well as the administration of estates. Mark offers clients a wealth of experience in the preparation and implementation of all segments of estate plans, including durable powers of attorney, health care directives, revocable...
Laird A. Lile has been recognized as a Best Lawyer for 27 years and was named a Top 10 Florida Super Lawyer in 2018, 2019, 2020 and 2021. He has been named to Florida Trend's list of the Top 500 Most Influential Business Leaders in Florida in 2018, 2019 and 2020. Laird has practiced law in Florida since 1984, specializing in estate and trust matters. Laird is certified by The Florida Bar as a Wills, Trusts and Estates lawyer (since 1989), is a Fellow in the American College of Trust and Estat...
John Paul Bratcher focuses his legal practice in the areas of estate and trust planning and administration, business law, and fiduciary litigation. He has extensive experience in all areas of estate and gift tax planning from client development and intake through drafting, implementation and administration. John Paul also has assisted clients with business law and business succession planning including representation of clients in sales and various other matters involving their businesses. He...
Litigation - Trusts and Estates Definition
Trusts and Estates Litigation proceedings encompass a variety of matters including conservatorships, guardianships, will contests, claims or defense of claims of breaches of fiduciary duties by trustees and other fiduciaries (e.g., self-dealing, conflicts of interest, breach of trust), accountings, petitions for court instructions, issues of trust modification and reformation, allegations or protection from allegations of undue influence or fraudulent conveyances, and interpretation, advocacy, or defense of testamentary capacity and decedent’s intent.
The practice of Trusts and Estates also includes litigation prevention matters including review and consultation of the policies, practices, and proposed actions of corporate, charitable, and individual fiduciaries against national or state standards for acceptable fiduciary conduct, such as the Uniform Prudent Investor Act, Uniform Principal and Income Act, and malpractice standards.
All of these proceedings take place under the auspices of state Probate Codes and the nuanced procedures of the probate and surrogate courts – the statutory authority and venue under which nearly all trust, probate, guardianship, and conservatorship matters are adjudicated.
Clients vary widely by case and include corporate or individual fiduciaries, such as trustees, executors, administrators, guardians, and conservators, and also include corporate and individual beneficiaries, conservatees, and wards.
Lawyers practicing in this area combine substantive expertise in their states' laws governing the administration of decedents’ estates, wills and intestate succession, trusts, conservatorships, guardianships, and other fiduciary issues with years of experience trying cases before both judges and juries. Lawyers also must take a collaborative and cross-disciplinary analytical approach with other disciplines such as estate planning, real estate, bankruptcy, corporate, and securities law, as well as complex civil and appellate law.
Beyond the difficult legal proficiencies demanded of lawyers in this practice area, cases involving Trusts and Estates issues also require special skills and experience in dealing with the psychology of difficult family relationships, shattering emotional experiences, such as death and incapacity, and often ill-thought-out estate plans.
In selecting counsel in a Trusts and Estates Litigation matter, it is critical to select experienced counsel as these types of cases are fraught with procedural, ethical, and state and federal tax minefields. The best of the best in this field not only bring substantial litigation and probate court experience, but also have additional skills as mediators, arbitrators, and negotiators in the non-litigated resolution of trust, estate, and protective proceedings controversies, helping resolve extremely difficult cases without costly litigation.
Recognition by Best Lawyers is based entirely on peer review. Our methodology is designed to capture, as accurately as possible, the consensus opinion of leading lawyers about the professional abilities of their colleagues within the same geographical area and legal practice area.
Best Lawyers employs a sophisticated, conscientious, rational, and transparent survey process designed to elicit meaningful and substantive evaluations of the quality of legal services. Our belief has always been that the quality of a peer review survey is directly related to the quality of the voters.
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