Defense of Successor Trustees in Trust Contest Claiming Lack of Capacity

Our Estate, Trust and Probate Litigation team defended against a trust contest against successor co-trustees from a sibling who claimed their deceased father lacked capacity to change the terms of the trust which reduced the share of the sibling’s inheritance. The litigation team involved medical and psychological experts, as well as discovery and motion practice to show the falsity of the allegations, leading to a highly favorable settlement prior to trial.