November 22, 2017
Stagg, Terenzi, Confusione & Wabnik Law
PHONE: (516) 812-4500
FAX: (516) 812-4600

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Trust and Estate Litigation/Trust Administration

    The firm's Trust and Estate Litigation/Trust Administration practice group is comprised of experienced attorneys with knowledge in estate litigation and administration, including trust administration and termination, guardianship disputes and trustee resignations and successions. In addition to keeping abreast of current changes in the laws affecting this practice area, our attorneys are focused on bringing about the best resolution and developing the most efficient plan in order to ease our clients' burdens and concerns.

Trust and Estate Litigation

     Our firm's experienced litigation practice lends itself to analyzing complex estate litigation claims and defenses in a cost-effective manner. Whether representing the interests of trustees against whom claims have been brought or resolving a dispute involving the management of guardianship assets, our attorneys prepare the best case and defense for our client. Our experience includes contested accounting proceedings, analysis of investment protocols and performance, disputes relating to competency, undue influence and fraud, construction proceedings involving trust indentures and wills, trustee resignation and succession proceedings, and proceedings involving the termination or reformation of trusts, including the application of the Cy Pres doctrine in connection with charitable will bequests. We are adept in handling Surrogate and Probate matters in New York, New Jersey and Connecticut.

Trust Administration

     Our experience in trust administration aids in protecting our clients from liability. We are adept at analyzing the most effective way to resolve trust administration disputes as well as advising our clients on complex fiduciary and accounting issues involving trust assets, including the purchase, management and sale of investment and real property held in trust. Our experience in estate planning and trust administration includes the management of estate and trust assets, preparation, review and filing of trust accountings, administration of special needs and education trusts, and counseling on the various fiduciary duties of a trustee, including those related to principal and income management and distributions to beneficiaries. We are well-versed in the statutory laws affecting our client's trust administration needs.