Our trust principals have decades of trust administration and management experience with a variety of corporate fiduciaries, including Fortune 500 bank trust departments, small private trust companies, mid-sized banks, and brokerage trust operations. We have assisted on the plaintiffs’ and on the defendants’ sides of disputes involving both corporate and individual fiduciaries.

We offer the following services in this regard:

• Pre-litigation Case Evaluation

• Litigation Advice and Support

• Expert Witness Testimony

• Dispute Analysis and Resolution

• Trustee Evaluation and Selection

• Selection and Monitoring of Specialists (including portfolio or money managers, real estate and oil and gas managers, farm and ranch specialists, closely held business experts, probate managers, etc.)

• Trustee Relations Issues (including assistance with discretionary distributions)

• Referral of Other Experts in Related Disciplines and in Other Jurisdictions