Probate And Trust Litigation

The lawyers at Bales Sommers & Klein, P.A. represent fiduciaries, beneficiaries, and third parties in any type of estate litigated matter, which can include the following:

  • Will contest
  • Fiduciary litigation
  • Removal of personal representative
  • Creditor claims and independent actions
  • Spousal rights and elective share litigation
  • Construction and interpretation of wills

The firm has experience in trust litigation matters, including the following areas:

  • Trust contest
  • Reformation or modification of trust agreements
  • Fiduciary litigation and trustee removal
  • Actions seeking accountings and/or the proper distribution of trust assets
  • Actions seeking the proper construction and/or interpretation of a trust
Significant Achievements

Obtained favorable settlement for client in intra-family dispute concerning claiming of tortious interference with the expectancy of an inheritance in excess of $7,000,000.