Probate Litigation

Overview

Probate Litigation Services In your best interest

Carmody represents individuals, families, beneficiaries, executors, trustees, conservators, nonprofit entities, banks and trust companies in the complicated disputes that generally originate in both the probate and superior courts. These matters require advocates who have knowledge of the substantive areas of wills, trusts, fiduciary responsibilities and taxes, and who are equally capable of representing our clients in the courtroom.

We provide our clients with the right attorney or team of attorneys for the representation. Members of our Trusts & Estates Practice focus on contested probate and fiduciary matters and handle many types of cases in the probate courts and on appeal to the Superior Court. If a matter requires significant or complex pretrial discovery and trial work, we collaborate with our litigators to ensure the best representation. We have been involved in cases that have ranged from multi-million dollar estate and trust litigation, to conservator and estate disputes that involve few monetary assets, but are nevertheless of great personal significance to the litigants.

We represent clients in the probate, superior and appellate courts of Connecticut. We serve as co-counsel to attorneys of other states when our clients’ interests extend beyond Connecticut and have appeared pro hac vice in other states.

We are experienced in handling diverse and complex probate litigation matters involving:

  • Actions taken by agents under power of attorney
  • Breach of fiduciary duty
  • Challenges to fees and commissions
  • Challenges to investment decisions and results
  • Conservator issues
  • Cy pres and reformation petitions
  • Individual, Fiduciary and Estate Tax audits and
  • Issues involving charitable trusts and foundations
  • Removal and/or surcharge of fiduciaries
  • Trust litigation
  • Undue influence claims
  • Valuation disputes
  • Will contests

Individual Clients

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