Estates & Trusts
Ways in which we assist in estate and trust disputes:
Asset Tracing and Financial Reconstruction:
* Follow the trail of funds across accounts and entities.
* Identifying missing assets or uncovering undisclosed transfers.
* Help reconcile the distribution instructions set out in wills and trusts.
Analysis of Lawyer or Executor Conduct:
* Reviewing financial activity under a power of attorney.
* Evaluating how an executor has financially administered the estate or trust..
Support for Undue Influence Allegations:
* Analyzing patterns of spending and control.
Valuation/Division of Complex Assets:
* Deliver the expertise needed to provide defensible, independent valuations.