PRACTICE AREAS

ESTATE PLANNING

  • REVOCABLE LIVING TRUSTS

  • MARITAL TRUSTS

  • SIMPLE WILLS

  • POWERS OF ATTORNEY

  • ADVANCE HEALTH CARE DIRECTIVES

We believe estate planning is about more than documents—it’s about understanding your goals, your family, and your legacy. Your estate plan should be a reflection of what matters most to you and provide you a peace of mind. A well-crafted plan provides clarity, reduces uncertainty, and helps ensure that your wishes are carried out with care.

Our firm helps clients navigate the estate planning process with a thoughtful, personalized approach. We take the time to understand your goals, your family dynamics, and the concerns that keep you up at night.

As an experienced trust and estate litigator, Mona brings a unique perspective to estate planning. She is able to draft trusts and estate planning documents with an eye toward preventing disputes, anticipating areas that commonly lead to court involvement, and minimizing the risk of future litigation. By identifying and addressing potential issues at the planning stage, we help clients create clear, durable plans that are designed to be administered smoothly and according to their wishes.

TRUST ADMINISTRATION

  • TRUSTEE FIDUCIARY DUTIES

  • ACCOUNTINGS 

  • STATUTORY NOTICES

  • MARSHALING ASSETS 

  • COURT CONFIRMATION OF TRUST ASSETS

Serving as a trustee comes with significant legal and fiduciary responsibilities, and the process can feel overwhelming without experienced guidance. Our firm helps trustees navigate trust administration with clarity, efficiency, and protecting our client’s from personal liability as they navigate their role. 

We assist with all aspects of administration, including working with financial advisors and accountants, managing required notices, addressing debts and taxes, preparing trust accountings, and coordinating the transfer of trust and non-trust assets. Our goal is to make the process as smooth and efficient as possible, while helping trustees fulfill their duties and avoid unnecessary disputes.

TRUST & ESTATE LITIGATION

  • TRUSTEE AND ADMINISTRATOR REPRESENTATION

  • PETITIONS FOR INSTRUCTION

  • WILL & TRUST CONTESTS 

  • BREACH OF FIDUCIARY DUTIES

  • DEMANDS FOR ACCOUNTING

Trust and estate litigation requires a steady hand, sound judgment, and a deep understanding of how these disputes unfold in court. These cases often arise when fiduciaries are not meeting their obligations, beneficiaries disagree over administration, or estate plans are challenged.

Our firm represents clients in a wide range of trust and estate litigation matters, including trust and will contests, fiduciary disputes, conservatorship litigation, and beneficiary claims. Drawing on extensive courtroom experience in this area, we develop practical strategies tailored to the specific issues at hand. Our focus is on resolving disputes efficiently while protecting our clients’ rights and ensuring that trusts and estates are administered as intended.

PROBATE

  • WILL OR INTESTATE SUCCESSION

  • §850 PETITIONS

  • SPOUSAL PROPERTY PETITIONS 

  • TRANSFER DEEDS

  • SMALL ESTATE AFFIDAVITS

The probate process is complex and difficult to navigate when attempted without an attorney.  Our firm represents Executors and Administrators, to guide them through the formal Probate process.  We advise on the duties of management, record-keeping and reporting. We prepare and file all necessary court documents, publish requisite notices, appear at any hearings and obtain orders, assist in enforcing orders against the relevant financial institutions, record and prepare the transfer deeds and related property tax filings, and any and all duties required to administer the estate successfully through Probate.

We also represent beneficiaries of estates to monitor the administration and maximize their interests.

CONSERVATORSHIPS

  • OF THE ESTATE

  • OF THE PERSON 

  • LIMITED (SPECIAL NEEDS)

  • COURT APPOINTED COUNSEL

Our firm represents both family members and friends of the proposed conservatee, as well as a number of professional fiduciaries. We advise on all aspects of the conservatorship proceedings including: petitioning for appointment of a conservator; preparing required accountings; advising on all issues that arise during the administration of a conservatorship including health and placement issues and financial issues such as accounting preparation, mortgages, home sales and terminating the conservatorship.

ELDER ABUSE

  • RESTRAINING ORDERS

  • conduct orders

  • civil complaints

Our firm represents clients who need assistance in obtaining elder abuse restraining orders for financial and physical abuse of an elder. Whether it is another family member, caregiver or significant other, we have experience in successfully obtaining protection for elders in urgent situations. Given our experience with Conservatorships, we are also able to obtain authority to manage an elder’s healthcare and financial affairs to prevent further abuse.

Additionally, we are experienced in pursuing civil lawsuits for monetary damages for elder abuse.