Estate and Fiduciary Litigation

We provide the financial clarity and support you need to protect your loved ones and their legacy.

What We Deliver

Comprehensive
Case Building

We provide meticulous and thorough investigations to help build your case.

Optimal Client
Outcomes

We strive to achieve the best possible scenarios for you based on thorough analysis and available data.

Dedicated Client
Advocacy

Our team seeks to uncover the truth, advocating fiercely on behalf of you and your situation.

Trusted Expert
Witnesses

Our experts provide reliable and credible testimony on the witness stand, strengthening your case with their expertise.

Areas of Specialty

  • Analysis of trusts & estates
  • Estate tax compliance
  • Lifestyle analysis
  • Income calculation
  • Identifying marital assets and liabilities
  • Tracing and locating hidden assets
  • Valuation
  • Fraud investigation

What You Can Expect From Us

Financial
Clarity

Thorough
Investigation

Proactive
Strategies

Seamless
Communication

Empathy and
Understanding

Expertise Throughout
the Process

Expert Witness Testimony

Our team knows that expert witness testimony can strengthen or weaken a case. We work with our client and their attorney to the level of detail required for their specific situation. This puts us in a position to provide the best testimony possible. We deliver clear and engaging information to the judge and jury, sharing technical knowledge in a way that can be easily understood. We are focused and purposeful in our preparation for each case. We utilize our team of experts and support to understand the case and prepare thoroughly for testimony and/or settlement.