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Trust and Probate Matters
Caplin & Drysdale
Trust and Probate Matters

Trusts and estates present a range of unique issues in litigation.  Caplin & Drysdale attorneys have experience with disputes involving many different types of trusts and a wide variety of estate and probate matters.

Representative Engagements

  1. A nonprofit religious organization funded by a fifty year-old trust with high-value real estate holdings retained Caplin & Drysdale to seek reformation of that trust to broaden the purposes for which the funding could be used.  The modification was opposed.

    Result: After a week-long trial, the court reformed the trust in the manner sought by the organization.

  2. An attorney facing abuse of process and civil conspiracy claims arising out of representation of a personal representative in a multi-million dollar estate retained the firm to defend him.

    Result: After targeted discovery, Caplin & Drysdale filed a summary judgment motion that successfully disposed of all claims, and sustained that judgment on appeal.
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