Trust, Estate and Fiduciary Litigation
Bingham Greenebaum Doll LLP assists beneficiaries, executors, fiduciaries, guardians and trustees in the resolution of numerous estate, fiduciary and trust disputes, which often involve complex legal and tax issues.
The BGD Trust, Estate and Fiduciary Litigation team includes attorneys who work closely with clients on all aspects of complex trust and estate proceedings. Our firm’s extensive knowledge and experience support courtroom talent and ingenuity when dealing with sensitive and personal matters on behalf of clients.
Our attorneys have experience navigating court rules, practice protocols and procedures in disputes involving closely held businesses and companies, family partnerships, individual trustees, corporate fiduciaries, administrators, shareholders, and more.
We have addressed claims involving breach of fiduciary duty, removal of fiduciaries, will and trust interpretation, trust construction and reformation, charitable gifts, prudent investor duties, attorney and fiduciary fee disputes, and related estate planning and trust preparation matters.
We represent institutional and individual trustees, personal representatives, guardians, beneficiaries and others in court, and also handle will and trust contests, including claims of improper execution, lack of testamentary capacity, fraud, undue influence, omitted spouses, and contesting beneficiaries.
We also prosecute claims for creditors against probate and trust estates and are experienced in attorney and accounting malpractice cases related to trust and estate administration and tax issues, including complicated generation skipping tax matters.
The BGD Trust, Estate and Fiduciary Litigation team approaches each case on a personal basis. Our team strives to optimize case outcomes through careful case assessment and precise planning; representation is driven by client needs and best interests and evaluated with the client’s goals in mind. We advise clients in a sensitive and cost-effective manner and ensure that the strategy prepared on behalf of the client is also the most effective and practical. We understand the impact of litigation on business relationships, family connections and business and personal productivity, which is why we also seek to resolve disputes through efficient settlements.
- Court Finds No Violation of Public Policy Where Challenge to Trust Causes Minors to Forfeit Inheritance11.12.2018
- Three Things in Life are (or were) Certain: Estate planning after the American Taxpayer Relief Act of 201203.22.2013
- Maximizing Estate Tax Planning Through Annual Gifts, and Unlimited, Direct Gifts of Tuition and Medical Expenses02.01.2013
- Sixth Circuit finds an insurance company does not violate its ERISA fiduciary obligations by taking its business interests into account when negotiating hospital rates12.01.2011
- Fiduciary duties are not just for corporations and partnerships anymore. If you have a Kentucky limited liability company, life just got more complicated12.01.2009
- Chair, Estate Planning Department(502) 587-3509
- Partnership Board Chair(502) 587-3664
- Fiduciary Litigation Practice Group Co-Chair(317) 968-5579
- Fiduciary Litigation Practice Group Co-Chair(502) 587-3628
- Trust, Estate and Fiduciary Litigation Team Co-Leader(317) 968-5389
- Trust, Estate and Fiduciary Litigation Team Co-Leader(502) 587-3616
- John Lueken
- Janet Jakubowicz
- Gregory Neibarger
- J. Mark Grundy
- Phil Isenbarger
- Steven Wilson
- Jason Ams
- Kate Beatty
- Meagan Brien
- Briana Clark
- Jared Cox
- W. Scott Croft
- John Cummins
- Greg Duncan
- Alex Gude
- Eric Ison
- Margaret Keane
- Jan Keefer
- Benjamin Lewis
- V. Brandon McGrath
- Eric Metzger
- Mark Molter
- Christie Moore
- Karl Mulvaney
- Lauren Nichols
- Nana Quay-Smith
- James Reed
- Mary Watts
- Brian Welch