After a loved one dies, family members are often highly emotional and stressed. In these situations, it isn’t unusual for a dispute to arise over the contents of a will or how a trust is distributed. Savage Law, based in Charlotte, North Carolina, offers litigation services for our clients when there is a conflict over a will or trust.
Estate planning documents such as wills and trusts are subject to different interpretations, and either the document itself or the actions of the person administering the will or trust (the fiduciary) can be challenged in court. Whenever possible, we will attempt to reach a just resolution of disputes involving a will or trust.
If litigation is necessary, Savage Law will vigorously represent our clients’ interests in court. This may include challenging a will or trust to enforce a beneficiary’s right, defending a provision of a will or trust, or litigating the actions of a fiduciary.
Donna Savage has over 30 years of practice handling estate and fiduciary litigation and is assisted in her firm by a paralegal with substantial experience in finance and economics. Their unique skill set makes Savage Law in Charlotte, North Carolina ideally suited to represent clients in estate and trust disputes.
A fiduciary holds property, assets or power for the benefit of another person. A fiduciary can be an institution or a person including a family member who has been named the executor or personal representative of a will to a trustee, lawyer, accountant, or financial advisor.
Unfortunately, a fiduciary may not always act in the best interests of the beneficiaries, and hiring an attorney may be necessary to help address the wrongful conduct.
Our firm represents clients in North Carolina and throughout the United States who may have been betrayed by the actions of a fiduciary. This can arise in a number of ways, from concerns about the financial abuse of an elderly person to the mismanagement of family assets to will contests (disputes over a will).
We thoroughly investigate the facts of each case to enable us to make an informed recommendation to our clients. In many situations, we are able to assist our clients in resolving these disputes without litigation, achieving a settlement and even reconciliation. In other cases, litigation is necessary to protect the financial rights of our clients. We zealously represent our clients to help them safeguard their assets and defend the integrity of the will or trust.
Our broad experience in the field of estate and trust litigation gives us an advantage over other firms. We represent both the fiduciary and the persons seeking to recover from the fiduciary. We have successfully defended clients accused of mismanaging assets or engaging in undue influence and have won declarations on behalf of our clients that they are entitled to a portion of a trust or estate.
We have worked with fiduciaries and beneficiaries in Charlotte, North Carolina and from across the country as they navigate the complicated and stressful process of handling estate and trust issues after the loss of a loved one.
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