Trust Litigation
Facing a trust dispute isn’t just about legal complexities—it’s about protecting what matters most. When disagreements arise over a trust’s administration or validity, emotions can run high, especially when family members are involved. At Casey Lundregan Burns, P.C., we have advocated for Massachusetts families for over 90 years, helping trustees, beneficiaries, and personal representatives resolve conflicts and safeguard their interests.
If you’re dealing with a trust-related legal issue, you don’t have to face it alone. We’re here to provide the support, guidance, and advocacy you need.
What is Trust Litigation?
Trust litigation refers to legal disputes surrounding the creation, administration, or distribution of a trust. These cases often involve disagreements between trustees and beneficiaries or between co-trustees, requiring legal intervention to resolve. Trust disputes can stem from various concerns, including allegations of misconduct, mismanagement of assets, or questions about the validity of the trust itself.
Common Causes of Trust Disputes
Several issues can lead to trust-related legal conflicts, such as:
- Breach of fiduciary duty: A trustee failing to act in the best interests of beneficiaries
- Undue influence: Situations where someone manipulated a vulnerable individual into changing their trust
- Lack of capacity: Claims that the trust’s creator was not of sound mind when making decisions
- Disagreements over asset distribution: Conflicts over who receives what from the trust
- Trustee mismanagement: Poor investment decisions, self-dealing, or failure to follow trust terms
- Co-trustee disputes: Differences in decision-making between multiple trustees
- Challenges to trust validity: Issues related to fraud, improper execution, or ambiguous language
Regardless of the issue, seeking legal guidance early can prevent costly mistakes and protect your rights.
What Does a Trust Litigation Attorney Do?
A trust litigator represents individuals involved in trust disputes, advocating for their rights and working toward a resolution that aligns with legal principles and their best interests. Whether you’re a trustee defending your actions or a beneficiary seeking justice, an attorney can help you understand your options and take the appropriate legal steps.
- Represents beneficiaries in disputes: Ensures their rightful inheritance is honored
- Defends trustees against allegations: Helps them fulfill their duties without legal liability
- Challenges improper trust amendments: Protects against fraudulent changes to a trust
- Negotiates settlements: Aims to resolve conflicts outside of court when possible
- Litigates in probate court: Stands up for clients in legal proceedings when necessary
Our team understands that trust disputes can be stressful and deeply personal. We take the time to listen, analyze your case, and craft a legal strategy that aligns with your goals.
When to Hire a Trust Litigation Attorney
It’s crucial to seek legal help when:
- A trustee is withholding information about a trust
- You suspect fraud or undue influence in trust modifications
- The trustee is mismanaging assets or failing to follow trust terms
- There are disputes among beneficiaries about inheritance rights
- You need to challenge or defend a trust’s validity
If any of these issues sound familiar, consulting a lawyer can help you take the right steps to protect your interests.
Our Approach to Trust Litigation
When facing a trust dispute, having a clear strategy is essential. At Casey Lundregan Burns, P.C. we follow a structured approach to every case:
1. Thorough Case Evaluation
We start by carefully reviewing the trust documents, financial records, and relevant legal details to assess the strengths and challenges of your case.
2. Strategic Planning
We craft a plan tailored to your goals, whether it is pursuing settlement negotiations or preparing for court proceedings. Our attorneys focus on solutions that align with your best interests.
3. Strong Advocacy
Whether we are negotiating with opposing parties or representing you in court, we fight for your rights with skill and dedication. Our attorneys are well-versed in Massachusetts trust and estate law and have extensive experience in probate court..
4. Alternative Dispute Resolution
Whenever possible, we explore mediation and settlement discussions to resolve conflicts efficiently, saving clients time, money, and stress.
Trust disputes can quickly escalate if not handled properly. By working with us, you gain a team that prioritizes both legal success and peace of mind.
Why Choose Us?
With a legacy spanning three generations, Casey Lundregan Burns, P.C. has built a reputation for providing strong legal representation in trust litigation matters. Our attorneys are dedicated to achieving fair outcomes while preserving family relationships whenever possible.
We Assist Clients With:
- Protecting beneficiaries from unfair treatment
- Defending trustees facing allegations of mismanagement
- Resolving disputes over asset distribution
- Challenging or defending the validity of a trust
- Negotiating settlements to avoid costly litigation
- Representing personal representatives in probate court
Every trust dispute is unique, which is why we provide personalized legal strategies to address each client’s situation. Our goal is to protect your interests while seeking the most efficient resolution possible.
Protect Your Family’s Legacy – Contact Us Today
If you’re facing a trust dispute, now is the time to take action. Waiting too long can make it harder to protect your rights and secure a favorable outcome. Our team at Casey Lundregan Burns, P.C. is ready to stand by your side, offering skilled advocacy and personalized guidance.
Call us at (978) 878-3519 to schedule a consultation and let’s discuss how we can help safeguard your interests and protect your family’s legacy.