Trusts and Estates Litigation

Tannenbaum Helpern’s Trusts and Estates (“T&E”) litigators have extensive experience handling complex and, often, high-profile and contested trust and estate disputes throughout the state of New York. Our skilled team of litigators possess the technical knowledge of Surrogate’s Court procedure and practice, as well as the tenacity and dedication necessary to tackle complex matters involving trusts, estates, guardianships and conservatorships on behalf of our diverse clientele. Our litigators routinely collaborate with our estate planning attorneys, who possess an in-depth knowledge of trusts and estates law, to successfully achieve our clients’ goals in the courtroom and/or negotiate favorable settlements in mediation and other alternate dispute resolution forums.

Specific matters that we have handled on behalf of individuals and entities include: contested probate proceedings, fiduciary accountings, turnover proceedings, creditor claims, right of election/predatory marriage cases, guardianships, and other matters involving fiduciary duties and responsibilities, confidential relationships, beneficiaries’ rights under trusts and testamentary instruments, interests in closely-held corporations and matters involving undue influence and testamentary capacity.

In addition to Surrogate’s Court actions, our T&E litigators have appeared in estate-related matters before the New York State Supreme Court, the appellate courts, and federal district courts.

Our T&E practitioners understand that each situation is unique and are dedicated to offering strategic solutions. We handle matters with the utmost sensitivity and discretion, while providing exceptional client service and attention to detail.

Representative Services

  • Contested probate proceedings
  • Fiduciary accounting
  • Turnover proceedings
  • Creditor claims
  • Right of election/predatory marriage disputes
  • Breach of fiduciary duty, undue influence and testamentary capacity matters
  • Guardianship proceedings
  • Gift-related disputes
This Page