Fiduciary Counsel and Litigation Harmonizing the Practical

The path of a fiduciary is complex, where the demands of duty and the unpredictability of human behavior often intersect. At Kilpatrick, we understand these challenges and guide fiduciaries with precision and care as they fulfill their obligations. We understand the nuances of loyalty, impartiality, prudent investment, and administrative responsibilities, always with an eye towards harmonizing the practical with the legal.


Whether you are an executor, trustee, or beneficiary, our counsel is designed to ensure the faithful execution of fiduciary duties, safeguarding both the interests you represent and your own fiduciary integrity. From guiding executors and legatees through the complexities of estate transitions to advising, banks and trustees on accountings, investments, and tax compliance, our experience is both broad and deep. In select cases, we also step into the role of trustee, offering a direct hand in the stewardship of trusts.


Our approach is proactive, focused on thwarting litigation through clear, actionable advice, and leveraging mediation or arbitration to resolve disputes efficiently when they arise. Our strategy is preventative at its core, aimed at averting litigation. Yet, when needed, we vigorously defend our clients' interests in fiduciary litigation, from breach of duty claims to trust and will contests, and beyond. Our commitment is to provide not just legal representation, but a partnership that navigates the complexities of fiduciary counsel and litigation with unwavering dedication and expert insight.


Areas of Focus:

Advising corporate and individual fiduciaries

Advising beneficiaries

Estate administration and probate

Trust administration

Guardianships and contested guardianships

Litigation involving estates, trusts, executors, trustees, beneficiaries or charitable giving

IRS disputes

Coordination and team approach with other integral advisors

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