Fiduciary, Trust & Estate Litigation

Fiduciary Litigation arises in the context of a dispute among beneficiaries and a fiduciary – a trustee, executor or agent – over the acts and decisions of the fiduciary. Because Trusts & Estates is a highly specialized area of the law, it is critical to the successful representation of the client that counsel have an extensive background in gift and estate tax, estate planning, trust and estate administration, Fiduciary Advisory Services and ERISA. Spadea Lignana is uniquely qualified to handle fiduciary-related disputes in Pennsylvania, New Jersey and beyond.

Our Fiduciary Litigation Practice Group represents fiduciaries in all aspects of risk assessment, pre-litigation evaluation, alternate dispute resolution, litigation avoidance and, when necessary, litigation. We also regularly represent individual executors, administrators, trustees and other fiduciaries, as well as beneficiaries and charitable and other non-profit organizations. Our expertise includes both personal trust matters, such as claims of breach of fiduciary duty, will contests and disputes involving estate or trust administration, as well as ERISA-covered matters. In addition, we have extensive experience in defending estate and gift tax audits, and pursuing tax-related appeals and litigation. We also have broad experience in arbitration and mediation as alternatives to civil litigation.

In addition to the core breach of fiduciary duty claim, fiduciary disputes can also encompass disputes arising under the laws of commercial and real property transactions, securities, insurance, fraud and contracts, as well as class action litigation. Accordingly, Spadea Lignana’s Fiduciary Litigation practice group takes a multi-disciplinary approach, bringing to bear the firm's broad-ranging experience in general litigation and alternate dispute resolution.

Our comprehensive expertise in multiple substantive areas of law, together with our unparalleled depth of experience in fiduciary representation, equip us to represent our clients with utmost effectiveness in every aspect of their Fiduciary Litigation needs.