FIDUCIARY/ESTATE LITIGATION ATTORNEY IN CHARLOTTE

Our society has already begun the initial phases of what will become one of the largest transfers of wealth ever.  As the population ages, that trend will accelerate at a pace never before seen.  Disputes over those assets are certain to arise.  Joel has the background, training, and experience to help you resolve any disputes or address any issues you may have with respect to estate or trust assets.  He is also equipped to help with any insurance, annuities, or other financial products.

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Estate/Fiduciary Dispute Services

  • Fiduciary Litigation
  • Estate Litigation
  • Alternative Dispute Resolution, including mediation and arbitration
  • Matters before the Clerk of Court and in the Superior Court
  • Disputes involving institutional and individual fiduciaries, such as executors and other personal representatives, trustees, and attorneys-in-fact
  • Will and trust contests/caveats, including competency and undue influence issues
  • Judicial interpretation of trusts, wills and other instruments, including declaratory judgment actions
  • Disputes involving breach of fiduciary duty, self-dealing, conflicts of interest, constructive fraud and unfair and deceptive trade practices
  • Petitions to remove or disqualify fiduciaries
  • Petitions for special fiduciaries
  • Trust modification actions
  • Cy pres actions
  • Trust and estate accounting matters
  • Trust administration/investment disputes involving securities, real estate and non-traditional assets
  • Disputes involving life insurance and annuities