2022 Trust Litigation Update

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Description

The world is in the midst of the greatest transfer of wealth ever recorded. Baby Boomers retired with more wealth than any earlier generation and retired with more complicated family circumstances. This wealth and family complexity are giving rise to more trust litigation. This litigation includes the extent to which trust interests are reachable in divorce proceedings; fiduciary investment decisions, the handling of concentrated positions in closely held companies, and arguably tortious interference with trust interests.

This program reviews significant developments in fiduciary litigation.

Disputes over discretionary decisions, including distributions
Tortious interference with inheritance interests
Handling concentrated positions in closely held companies
Disputes involving operation of family businesses in trusts
Counseling clients when fiduciary litigation involves family animosity

Contributors

Steven B. Malech

Steven B. Malech is partner in the New York City office of Wiggin and Dana, LLP, where he is chair of the firm's probate litigation practice group. He is represents beneficiaries, fiduciaries and creditors in disputes involving alleged violations of the Prudent Investor Act and its predecessors, alleged breaches of fiduciary duty, disputed accountings, and will contests. He represents clients in cutting edge probate litigation matters involving trusts and estates with assets in the hundreds of millions of dollars. Mr. Malech received his B.A., with special honors, from the University of Texas and his J.D. from the Connecticut School of Law.

Click here for more information about Steven.

Thank you

Description

Contributors

Steven B. Malech