Wills, Trusts and Estate Planning & Administration

Peace of mind is the greatest asset of all….

Wolf Wallenstein attorneys are frequently called upon to carefully craft and manage trusts and probate estates to achieve that peace of mind. We serve as close advisors, guiding clients through the legal details and interpersonal sensitivities of major life transitions.

Our work begins with an overall assessment of the business, financial and real estate dealings involved, including partnership and shareholder agreements. We ensure that these and other critical documents continue to align with the client’s wishes and the eventual completed plan. Our goal is to make each step of the process as straightforward and comfortable as possible for all parties. We work to avoid costly business disruptions and intra-family conflicts, as well as delays in asset distribution.

Our experienced attorneys can assist in the areas of:

  • Preparation and administration of wills and trusts
  • Advanced Estate Planning with Estate Tax Considerations
  • Advance medical directives
  • Power of attorney
  • Charitable gifts
  • Contested trust and probate matters
  • Women and families in transition

​Estate and Trust Litigation

While advance planning is key, disagreements concerning the proper administration and distribution of large trusts and estates can and often do arise. Our attorneys possess the necessary knowledge and skills to litigate complex disputes for our clients, with an emphasis on efficient and cost-effective representation.

Our attorneys have experience representing beneficiaries, trustees, executors and creditors in a wide range of estate and trust disputes and other probate matters, including:

Will and Trust contests

Beneficiary claims
Estate and Trust mismanagement
Breach of fiduciary duty
Community property claims
Family disputes
Creditor’s claims
Trust reformation

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