WOLF WALLENSTEIN & ABRAMS 

 TEL:  310.622.1000 | FAX: 310.457.9087 

© 2018 WOLF WALLENSTEIN & ABRAMS, PC

Wills, Trusts and Estate Planning & Administration

 

Our attorneys are trusted advisors to plan and guide clients to make life transitions and changes easier through sound planning and administration of trusts and probate estates. We make it easy and comfortable for clients to plan ahead in order to avoid costly disruptions to their business, and delays of distribution of their assets. Our clients trust us to hold an overall picture of their business and real estate dealings, and to ensure that their business and real estate documents, including partnership and shareholder agreements, are compatible with their estate plan, in order to reduce the risk of future disputes and litigation. Our experienced attorneys are even equipped to make recommendations for minimizing family in-fighting that is so unfortunate but all too often true.  Most importantly, our clients are relieved when they know they have protected their family and provided sound directions to implement and follow when the time comes for succession.

Our experienced attorneys will help with:

 

  • Preparation and Administration of Wills and Trusts

  • Advance Medical Directives

  • Power of Attorney

  • Charitable Gifts

  • Women and Families in Transition

  • Contested Trust and Probate Matters

  • Tax Planning

 

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