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Fiduciary Litigation

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Overview

Our Clients

Katten's Fiduciary Litigation team represents corporate and individual executors, trustees, personal representatives, guardians, and other fiduciaries, as well as beneficiaries and other interested parties. We counsel clients on litigation arising out of estate, tax and business planning, the performance of fiduciary duties, and estate, trust, business, personal and tax disputes. Our attorneys work with fiduciaries and beneficiaries in all types of suits, government inquiries and proceedings.

Our Services

We proactively guard against litigation in the planning and administration of estates, trusts and other entities with knowledge of the highly specialized laws of estates, trusts and other fiduciary entities. When disputes arise, we look for innovative opportunities to provide win-win solutions through the understanding and use of the applicable income, estate, gift and generation-skipping transfer tax laws. Our attorneys resolve intra-family disagreements of all kinds.

When litigation becomes necessary between beneficiaries and fiduciaries, we provide representation in all forms of will and trust construction and in reformation proceedings and will and trust contests. We resolve creditors' claims and beneficiary-trustee disputes that arise in the post-death administration of assets in an efficient, tax-sensitive manner. Our attorneys work to acquire a decedent's assets from others who claim title to those assets, and represent both fiduciaries and beneficiaries in fiduciary removal and surcharge proceedings and in contested accounting proceedings.

We also represent clients before the Internal Revenue Service and other federal, state and local agencies. We advise on tax litigation arising from the audit of federal estate, gift or generation-skipping tax returns. Our team represents corporate fiduciaries in class action, derivative, strike and other similar suits. With years of practical experience, Katten's Fiduciary Litigation team guides clients through all compliance, regulatory and related issues.

Events
May 4–5, 2017
September 29, 2016
Mitigating Fiduciary Risk | New York, New York
April 18, 2016
September 28, 2015
May 20, 2015
29th Annual Windy City Summit | Chicago, Illinois
May 7, 2014
February 25, 2015

Recognition

Society of Trust and Estate Practitioners – North American Team of the Year

North American Team of the Year, 2012
Chambers USA – High Net Worth 2016
Private Wealth Law (Illinois), 2016
Chambers USA – High Net Worth (Southern California)
Private Wealth Law (Southern California), 2016
Chambers USA – High Net Worth (USA)
Private Wealth Law (USA), 2016
Chambers USA – High Net Worth (New York)
Private Wealth Law (New York), 2016
U.S. News Best Lawyers "Best Law Firms" – Trusts and Estates Law (National)
Trusts and Estates Law (National), 2012–2018
National Law Journal, Elite Trial Lawyers 2015
U.S. News Best Lawyers "Best Law Firms" – Litigation – Trusts and Estates (Los Angeles)
Litigation – Trusts and Estates (Los Angeles), 2012–2018
Citywealth Magic Circle Awards
International Law Firm of the Year, 2012–2013
U.S. News Best Lawyers "Best Law Firms" – Trusts and Estates Law (New York)
Trusts and Estates Law (New York), 2011, 2013–2018
Chambers USA – Wealth Management (Nationwide)
Wealth Management (Nationwide), 2006–2016
U.S. News Best Lawyers "Best Law Firms" – Trusts and Estates Law (Los Angeles)
Trusts and Estates Law (Los Angeles), 2011–2018
U.S. News Best Lawyers "Best Law Firms" – Trusts and Estates Law (Chicago)
Trusts and Estates Law (Chicago), 2011–2018
U.S. News Best Lawyers "Best Law Firms" – Family Law (Charlotte)
Family Law (Charlotte), 2011–2013
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Recognition

Society of Trust and Estate Practitioners – North American Team of the Year

North American Team of the Year, 2012
Private Wealth Law (Illinois), 2016
Private Wealth Law (Southern California), 2016
Private Wealth Law (USA), 2016
Private Wealth Law (New York), 2016
Trusts and Estates Law (National), 2012–2018
Litigation – Trusts and Estates (Los Angeles), 2012–2018
International Law Firm of the Year, 2012–2013
Trusts and Estates Law (New York), 2011, 2013–2018
Wealth Management (Nationwide), 2006–2016
Trusts and Estates Law (Los Angeles), 2011–2018
Trusts and Estates Law (Chicago), 2011–2018
Family Law (Charlotte), 2011–2013