Trust Litigation

Resolving Complex Trust Disputes with Legal Guidance

Trust litigation involves legal disputes related to the creation, administration, or interpretation of trusts. At McPhillips, Fitzgerald & Cullum LLP, our attorneys represent clients involved in trust‑related disputes in Upstate New York. We assist beneficiaries, trustees, and other interested parties in addressing contested trust matters through available legal processes. Our attorneys assist with a range of trust litigation matters, including:

• Breach of fiduciary duty claims
• Allegations of trust mismanagement
• Challenges to trust validity
• Beneficiary disputes
• Trustee removal proceedings
• Trust modification or termination matters
• Accounting disputes
• Trust interpretation issues
• Contested trust provisions
• Undue influence claims
• Capacity challenges
• Allegations involving trust fraud

If you are involved in a trust‑related dispute, contact our office to discuss your situation and available legal options.

When Trust Litigation May Be Necessary

Trust disputes may arise for a variety of reasons, including disagreements over trust language, administration practices, or fiduciary conduct. Litigation may be required when informal resolution is not possible or when court involvement becomes necessary. Common situations that may lead to trust litigation include:

• Alleged mismanagement of trust assets
• Disagreements regarding trust interpretation
• Concerns about trust distributions
• Alleged breaches of fiduciary responsibilities
• Questions regarding the validity of trust documents
• Allegations of undue influence during trust creation
• Conflicts between co‑trustees
• Claims of self‑dealing by a trustee
• Accounting irregularities
• Failure to provide required information to beneficiaries
• Delays in trust administration
• Disputes involving trust amendments

Our attorneys assist clients with reviewing trust disputes and determining appropriate legal steps based on the circumstances involved.

Why Choose McPhillips, Fitzgerald & Cullum LLP

Selecting legal counsel for trust litigation involves choosing a firm with an established presence in trust and estate matters. McPhillips, Fitzgerald & Cullum LLP has provided legal services since 1911. Our firm is characterized by:

• More than a century of continuous legal service
• A team of experienced attorneys
• Martindale‑Hubbell AV rating
• Consultations based on client needs and attorney availability
• Ongoing communication with clients
• Courteous and responsive staff
• Focus on trust and estate litigation matters
• Collaboration among attorneys on legal matters
• Longstanding ties to the communities we serve

Reach out to our team to learn more about our trust litigation services.

Contact Us

Trust litigation matters often require timely legal attention. The attorneys at McPhillips, Fitzgerald & Cullum LLP represent clients involved in trust‑related disputes, including beneficiary claims, fiduciary concerns, and contested trust provisions.

Whether you are pursuing a claim or responding to one, our team can assist with navigating legal procedures and compliance requirements. Contact our office to discuss your trust litigation matter.