Lead Attorneys: F. Skip Sugarman

No family anticipates fighting over money or assets upon the death of a loved one. In today’s world, however, many people die owning more assets than anyone realized, such as valuable real estate or significant retirement savings. Even with careful planning, disputes over such assets often arise. These disputes include proceedings challenging the validity of wills or other estate-planning devices, claims to set aside gifts or transactions made during life, claims against financial institutions for mismanagement of assets, guardianship petitions, and disputes over jointly held assets.

When these disputes arise, having the right representation is essential. Fiduciary litigation is filled with pitfalls and unintended consequences that require careful and thoughtful consideration and attention. Our lawyers have significant experience in helping families navigate these difficult and complex situations. We have counseled beneficiaries and potential beneficiaries regarding claims involving millions of dollars. We have represented individuals challenging the distribution of assets. We have also pursued claims against professional fiduciaries for failing to fulfill their duties to our clients.

Recent Wins:

• Defeated Claims by Estate Against Decedent’s Daughters
  Successfully defeated claims by estate to set-aside lifetime gifts to the decedent’s daughters in both probate court and Georgia Superior Court proceedings.