Trusts and Estates Litigation

Intensity and Experience

Sometimes family and business planning doesn't go according to plan.

Frequently, successful companies and individuals confront legal disputes at key times in their life cycle, especially when it comes to establishing ownership and control through trust instruments or when estate planning is triggered upon the death of a key owner of a business.  

As an outgrowth of Anthony Ostlund's significant practice involving private companies and private equity, investment funds, and hedge funds, our attorneys litigate trust, estate, and will contest cases. We represent beneficiaries, personal representatives, and trustees in claims involving trust management, beneficiary designation disputes, trustee removal issues, and fiduciary duties, among many others. We provide intense analyses of fiduciary duty issues as well as complex governance and valuation/tax planning matters. We work cooperatively with our clients' accountant or estate planning lawyer to provide specialized experience in litigation strategy.

Turn to our aggressive advocates for help with your will, estate, or trust claim in Minnesota or across the United States. We welcome contacts from prospective clients and referrals from other attorneys.

Our attorneys have represented clients in everything from massive multi-million dollar trust disputes to less complicated beneficiary designation claims, including:

  • Represented the controlling trustees of a large private company in litigation seeking $865 million by the founder's children after his unexpected death.

  • Successfully defended a $600 million federal estate tax case in United States Tax Court in Washington arising from probate of an owner's estate.

  • Secured a multimillion dollar recovery for the family of a deceased company owner while preserving over $15 million provided under his will despite surviving control group's attempt to enact disinheritance clauses in the plans to thwart challenges to unfairness.

  • Successfully obtained summary judgment for bondholders involving breach of an indenture by asserting that consulting firm's failure to timely file its public documents triggered a default entitling our client to accelerated payments and liquidated damages in an amount exceeding $100 million; case ultimately settled for a confidential amount favorable our clients.
  • Successfully resolved case for local charitable organization against family members who challenged designation of charitable organization as beneficiary on decedent's IRA.