Estate Planning and Trust Litigation
Susan Stein provides comprehensive legal services in estate planning, trust administration, and trust litigation ( took out “probate”. Ms. Stein assists clients with planning for the future and advising trustees concerning their fiduciary responsibilities.
Estate planning and trust services include:
- Testamentary planning including trusts, powers of attorney and other estate planning documents
- Trust administration and related legal guidance
- Trust litigation
- Disputes involving trustees, successor trustees, beneficiaries, and other interested parties
- Trust accounting and requests for accountings
- Claims concerning fiduciary duties and the administration of trusts and estates
- Disputes involving trust interpretation
- Beneficiary disputes and contested estate matters
Ms. Stein also represents trustees, successor trustees, beneficiaries, and other interested parties in disputes involving the administration of trusts and estates. She can assist with matters involving trust accountings, questions concerning fiduciary responsibilities, and disagreements regarding the management or distribution of trust assets.
Whether planning for the future or addressing an existing dispute, Ms. Stein works closely with clients to understand their circumstances, protect their interests, and navigate the legal and financial issues involved in estate and trust matters. Her goal is to provide thoughtful legal guidance and help clients achieve greater clarity and peace of mind when dealing with important estate planning matters.
