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.
Reach
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.
Approach
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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Disclaimer
While we are pleased to have you contact us by telephone, surface mail, electronic mail, or by facsimile transmission, contacting Kilpatrick Townsend & Stockton LLP or any of its attorneys does not create an attorney-client relationship. The formation of an attorney-client relationship requires consideration of multiple factors, including possible conflicts of interest. An attorney-client relationship is formed only when both you and the Firm have agreed to proceed with a defined engagement.
DO NOT CONVEY TO US ANY INFORMATION YOU REGARD AS CONFIDENTIAL UNTIL A FORMAL CLIENT-ATTORNEY RELATIONSHIP HAS BEEN ESTABLISHED.
If you do convey information, you recognize that we may review and disclose the information, and you agree that even if you regard the information as highly confidential and even if it is transmitted in a good faith effort to retain us, such a review does not preclude us from representing another client directly adverse to you, even in a matter where that information could be used against you.