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Trusts & Estates Litigation

LPCH has handled multimillion-dollar trust and estate litigation in jurisdictions across the country. While we draw on our deep trial and litigation experience, these cases also require particular finesse given the delicate family dynamics often at play. We have provided aggressive representation for clients involved in estate disputes without losing sight of the relevant family relationships and the fact that achieving peace may ultimately produce a better financial result for the client. We have won large judgments for clients at trial or, when the situation demands, negotiated substantial and complex, multi-party settlements to avoid depleting the estate with the costs of extended litigation. We have also worked closely with tax practitioners, trust and estate lawyers, accountants, and financial advisers to achieve the best results for clients in both litigation and in settlement.

Further, our experience in the subject matter is invaluable in dealing with the inevitable conflicts of interest that arise. We know how to manage cases, for example, in which the trustee named in the will is also married to the beneficiary of the will or in which the attorney who drafted the will is now a key witness on the issue of the deceased’s incompetence. Similarly, we can anticipate the complex questions that develop when there are minor children or unborn heirs whose interests may need to be represented separately at trial.

EXPERIENCE HIGHLIGHTS

We represented Al Hill Jr. in a number of cases both in probate court and in federal court in which his son, Al Hill III claimed that his father and others were involved in a conspiracy to deprive him of his inheritance. The litigation raged in no less than 16 different cases and was one of the largest trust and estate matters ever litigated in Texas. After almost three years of litigation the matter settled on terms that were favorable to Al Hill Jr.

We represented a father and son, dealing with a series of related trusts and closely held companies, in connection with a lawsuit filed by the son/brother. After extensive discovery and pre-trial motion practice, we negotiated a successful agreement separating various oil and gas, real estate and other items of disputed property.

We represented Ryan Rogers who acted on his father’s behalf as co-trustee, in a breach of fiduciary duty case wherein a beneficiary of two trusts claimed her uncle breached his fiduciary duty as trustee by participating in a leveraged buyout of Mary Kay Cosmetics, Inc.