Probate Litigation

"They are an exceptional team; they demonstrated the highest degree of professionalism and diligence and their service was impeccable."
- CHAMBERS USA source

Complementary to our Tax & Private Wealth Group, our Probate Litigation attorneys serve as counsel to fiduciaries and beneficiaries in connection with disputes involving trusts, wills and estates. Our team has resolved a wide range of trust and estate matters, including complaints for breach of fiduciary duty and claims of undue influence.

Our integrated, multidisciplinary team of litigation, tax and estate planning professionals provide clients with distinct litigation strategies, representing them in local, civil and probate courts and applying a collaborative, cross-disciplinary approach to resolving disputes.

EXPERIENCE

Experience

Probate Dispute Involving Millions of Dollars

Representation of beneficiary of an estate in recovering millions of dollars in a probate dispute.

Experience

Successful Resolution of $43 Million Probate Dispute

Representation of the beneficiary of a $43 million estate in a dispute alleging claims of undue influence brought by the beneficiary's siblings. Our team successfully settled the case, and our client was awarded the entire estate less defense costs.

Experience

Probate Dispute Involving Claims of Undue Influence in Miami-Dade County

Representation of client in probate dispute involving claims of undue influence and breach of fiduciary duties filed in Miami-Dade County Circuit Court. Probate litigation re: Wachovia Securities, LLC and Alan Stone v. Barbara Stone, et al.

Experience

$11 Million Probate Dispute in West Palm Beach

Representation of client in an $11 million guardianship and probate dispute involving siblings. The case is pending in West Palm Beach, Florida.

Experience

Probate Dispute in Miami-Dade County

Successful representation of a court-appointed curator of an estate to recover property misappropriated from the estate. Motion for partial summary judgment was granted which removed any claim by the adverse defendant of ownership rights to any assets of the estate. Subsequently a motion for final s...

Experience

Multimillion-Dollar Probate and Guardianship Dispute in Miami-Dade County

Representation of client in Miami-Dade County Circuit Court regarding multimillion-dollar probate and guardianship dispute between siblings involving fraud claims and claims for removal of personal representatives.

INSIGHTS

Press Release July 11, 2022

Florida Trend Recognizes Bilzin Sumberg Partners as Florida Legal Elite

Land Development & Government Relations Partner Anthony De Yurre, Litigation Partner Melissa Pallett-Vasquez, Corporate & Finance Practice Group Leader David M. Seifer, and Litigation Partner Mitchell E. Widom have been recognized in Florida Trend's Florida Legal Elite 2022 Edition.

Press Release August 16, 2019

Sixty Percent of Bilzin Sumberg Partners Recognized in the 2020 Edition of The B...

Bilzin Sumberg is proud to announce 60% of the Firm's partners were recognized in the 2020 edition of The Best Lawyers in America©. This is the ninth consecutive year that more than half of the Firm's Partners made this prestigious list.

Speaking Engagement June 12, 2017

The Probate Process from Start to Finish

Misbah Farid discusses handling a probate case from start to finish at a National Business Institute Seminar.

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