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Estate and Trust Administration/Dispute Resolution


In conjunction with our estate and wealth preservation planning expertise, we provide a full complement of estate and trust administration services including dispute resolution.

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Estate and Trust Administration
We act as skilled advisors in assisting both individuals and professional personal representatives and trustees with the administration of estates, including the probate process and trust administration in Oregon and Washington. An individual who administers an estate is responsible for making tax decisions, paying debts and expenses of the estate, preparing tax returns, investing assets, and distributing the assets pursuant to the terms of the will, trust or, in the absence of both, state law. We take a proactive approach in helping our clients make practical, economical and legal decisions regarding these issues.

Dispute Resolution
Unfortunately, not all trust administrations are free of disputes. Our estate and trust attorneys frequently represent individuals, institutional fiduciaries, beneficiaries, and others in a variety of disputed matters regarding the administration of a will or trust. Where possible, we try to seek resolution through mediation or arbitration. If litigation is necessary, our experience and expertise gets results.

Practice Area Chair(s) Top of page
Michael D. Levelle

Articles related to this area Top of page
Non-Adversarial Dispute Resolution: A Viable Option To Litigation

Attorneys practicing in this area Top of page
Brecht, Jeff D. - Special Counsel
Halligan, Michael G. - Partner
Honn, Darin D. - Partner
Kmetz, Heather A. - Partner
Levelle, Michael D. - Special Counsel
Sanchez, Gabriela - Attorney
Thomsen, LL.M., Dallas G. - Attorney

Paralegals supporting this practice area Top of page
Bodenheimer, PLS, Michelle W. - Paralegal
Dolan, Michelle L. - Paralegal


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Disclaimer: The information in this Web site is for general purposes only and should not be construed as specific legal advice by Sussman Shank LLP or its attorneys. If you have specific legal questions consult with your own lawyer or call to make an appointment.

 
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