When a dispute arises regarding a will, a trust, or the administration of an estate, you can count on the attorneys at JDKatz to represent your interests.

Estate planning documents are complicated, making it difficult for individuals to understand their obligations, rights, or interests under these documents. Your estate plan typically includes wills, trusts, and powers of attorney.

Our estate attorneys represent individuals involved in will, trust, and estate contests (i.e., contesting the validity of the will or trust), in resolving disputed terms of a will or trust, in resolving claims against an estate, and in resolving the rights and obligations of beneficiaries and fiduciaries (i.e., the trustee or the executor).

Similarly, the individuals who have been appointed a fiduciary under an estate planning document (the trustee of a trust or the personal representative/executor of an estate) have a fiduciary duty to the beneficiaries of the will or trust. It can be difficult for trustees, executors, and personal representatives to understand their obligations, especially when facing vocal demands from beneficiaries. Our estate planning lawyers advise trustees, executors, and personal representatives as to how to administer the estate or the trust and protect themselves from claims of breach of fiduciary duty.

We also represent and advise individuals who have been appointed attorney-in-fact under a power of attorney document. The responsibilities of the attorney-in-fact are many, and it can be overwhelming to serve in this role. We advise attorneys-in-fact under power of attorney documents of their rights and obligations to take action on behalf of their principal in a way that is both conducive for the trusts and estate as well as legal within the strict confines of the law.

When litigation arises on any of these issues, our estate attorneys are well-versed in the intricacies of estate and trust law and can represent our clients’ interests in court. Probate court, in particular, can be a complicated place to practice law, and our experienced tax attorneys understand the intricacies of this practice before the probate courts of Maryland and the District of Columbia.

We understand the sensitive nature of will, trust, and estate disputes, and we guide our clients through what can be a very emotionally charged dispute. Our estate planning attorneys have substantial litigation experience in this complex area of law, have been invited to teach continuing legal and professional education courses on these subject matters, and have been recognized by Maryland Super Lawyers Magazine and District of Columbia Super Lawyers Magazine for expertise in estate and trust litigation.

Contact our estate planning attorneys with any questions about how to avoid disputes before they start or how to mitigate will, trust or estate disputes. While a last resort, our experienced attorneys are here to help provide a comprehensive case in the event of estate litigation.