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Even the best-intended plans sometimes go awry, which is why we offer our clients unparalleled representation when the need arises to protect their interests and preserve their wealth. At Katz Baskies & Wolf PLLC, we believe in the integrity of the fiduciary relationship and will fight to keep it intact and enforce the duties it entails. Our attorneys have abundant experience in mediating and litigating wealth and fiduciary disputes, and we take pride in providing our clients with aggressive representation that culminates in outstanding results.  

Whom We Represent

Our firm represents a broad spectrum of clients, including:

  • Individuals
  • Charitable Institutions
  • Corporations
  • Trustees
  • Executors
  • Beneficiaries
  • Partnerships
  • Stakeholders
  • Banks
  • Financial Institutions
  • Trust Companies

Types of Fiduciary Matters We Litigate

Merriam-Webster defines a legal fiduciary relationship as one in which “one party places special trust, confidence, and reliance in and is influenced by another who has a fiduciary duty to act for the benefit of the party.” When one of these parties fails to honor this special relationship there may be far-reaching financial repercussions. At KBW, we are able to assist in a myriad of litigated fiduciary matters, including:

  • Contested wills and trusts disputes, including undue influence and lack of testamentary capacity
  • Contested Powers of Attorney
  • Litigated matters involving the proper interpretation of a legal document, including but not limited to wills and trusts
  • Litigation involving charitable entities and their interests in trusts and estates
  • Removal of trustees, executors, and agents for reasons such as not being qualified or dishonest dealing
  • Contesting unearned and excessive fees and/or commissions of a fiduciary or executor
  • Proceedings to transfer a trust administration to another state or jurisdiction
  • Allegations of a fiduciary breaching their duty
  • Federal tax disputes in regards to an estate or trust
  • Suspected self-dealing by the executor, trustee, or guardian
  • Suspected mis-handling of trust assets or bad investments made by the trustee
  • Theft from the trust by the executor, trustee, or guardian

Let Us Help You Safeguard Your Interests

If you require assistance in protecting your financial interests, look no further than the astute legal professionals at KBW. We are skilled litigators that take pride in assisting our clients in resolving litigated fiduciary matters. Contact our firm to schedule a time to meet with one of our dedicated attorneys and find out how we can put our wisdom and experience to work for you.