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Trust & Estate Litigation

Sirote & Permutt’s Trust and Estate Litigation Group is comprised of Barry A. Ragsdale, James S. Williams, Peter M. Wright, Tanya K. Shunnara, J. Greg Carwie, and Danielle Starks.  The team also includes renowned tax controversy attorneys David M. Wooldridge, Ronald A. Levitt, Gregory P. Rhodes, and Michele Levin.    This group of attorneys distinguishes Sirote & Permutt’s long-standing and well-earned reputation in trust and estate litigation through their ability to successfully litigate and resolve complex and contentious trust and estate matters and the tax implications arising out of them.

Other law firms may use litigators who know very little about the complexities of trust and estate practice, or use estate planners who have little or no experience litigating a trust and estate matter in court.  Sirote & Permutt’s team of seasoned and experienced litigators regularly practice in this area, and just as important, they are supported by one of the largest and most accomplished Estate Planning & Administration and Tax Groups in the Southeast.  We know how to handle complex tax disputes with the IRS, as well as family battles involving closely-held businesses, trusts, real estate, financial accounts and even personal property items.

Some of the areas of specialization include:

  • Will contests
  • Probate and estate litigation
  • Trust disputes representing fiduciaries as well as beneficiaries
  • Breach of fiduciary duty claims
  • Federal and state tax disputes (individual and fiduciary income taxes; estate, gift and generation-skipping transfer taxes)Business and asset valuation disputes
  • Undue influence claims
  • Challenges to investment decisions and results
  • Cy pres petitions, trust reformation proceedings and petitions  for instruction and interpretation of Wills and Trusts
  • Guardianship and conservatorship issues
  • Litigation regarding actions taken by and/or challenges to agents under powers of attorney
  • Removal and surcharge of fiduciaries
  • Disputes involving charitable trusts and foundations

Sirote & Permutt's Trust & Estate Litigation Group works primarily with:

  • Individuals and families
  • BanksTrust companies
  • Charitable entities
  • Family businesses
  • Trust and estate beneficiaries
  • Trustees and executors







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