Occasionally, disputes will arise between parties in the context of an estate or trust that cannot be resolved without court intervention. You need an attorney with experience to effectively advocate for you in all the potential areas of Surrogate’s Court litigation.

Ulster and Orange County Fiduciary Accountings Lawyer

In various points in the administration of an estate or trust, the fiduciary may be called to account for all transactions during the period of administration.  In the final accounting the fiduciary will want to propose final distributions to be made to the beneficiaries.  Objections are sometimes made to the fiduciary’s accounting based on a variety of problems including excessive fees, expenses, and commissions, financial losses, and imprudent investments.

I have experience representing both a fiduciary and beneficiaries of the estate or trust.  Whether defending or challenging the accounting, I will focus careful attention on your case to develop and implement the best strategy possible to achieve the client’s goals.

If you are an executor or administrator of an estate or a beneficiary concerned about an estate, call me at 845-255-4400 or email me at to arrange an initial consultation to discuss your legal concerns.