Fiduciary Litigation arises in the context of a dispute among beneficiaries and a fiduciary – a trustee, executor, or agent – over the acts and decisions of the fiduciary. Because Trusts & Estates is a highly specialized area of the law, it is critical to the successful representation of the client that counsel have an extensive background in gift and estate tax, estate planning, trust and estate administration, Fiduciary Advisory Services, and ERISA. Maynard is uniquely qualified to handle fiduciary-related disputes in Alabama and beyond, with 8 estate and business-planning practitioners, 9 full-time fiduciary litigation experts, 7 ERISA practitioners, and 4 ERISA litigators in Birmingham, Huntsville, and Mobile, along with a Fiduciary Advisory Services group that counsels fiduciaries throughout the country.

Our Fiduciary Litigation Practice Group represents fiduciaries in all aspects of risk assessment, pre-litigation evaluation, alternate dispute resolution, litigation avoidance, and, when necessary, litigation. We serve as primary outside counsel for trust departments and trust companies with multi-state footprints. In this role, we manage federal and state-court litigation, including both national class actions and state-law breach of fiduciary duty lawsuits. We also regularly represent individual executors, administrators, trustees, and other fiduciaries, as well as and beneficiaries and charitable and other non-profit organizations. Our expertise includes both personal trust matters, such as claims of breach of fiduciary duty, will contests, and disputes involving estate or trust administration, as well as ERISA-covered matters. In addition, we have extensive experience in defending estate and gift tax audits and pursuing tax-related appeals and litigation. We also have broad experience in arbitration and mediation as alternatives to civil litigation.

In addition to the core breach of fiduciary duty claim, fiduciary disputes can also encompass disputes arising under the laws of commercial and real property transactions, securities, insurance, fraud, and contracts, as well as class action litigation. Accordingly, Maynard's Fiduciary Litigation practice group takes a multi-disciplinary approach, bringing to bear the firm's broad-ranging experience in general litigation and alternate dispute resolution, partnering as appropriate with an additional 7 full-time general litigators with extensive experience representing fiduciaries.

Our comprehensive expertise in multiple substantive areas of law, together with our unparalleled depth of experience in fiduciary representation, equip us to represent our clients with utmost effectiveness in every aspect of their Fiduciary Litigation needs.

Clients of Fiduciary, Trust, and Estate Litigation Services

  • New York Life Insurance Company
  • PNC Bank
  • The Westervelt Company, Inc.
  • UBS Financial Services, Inc.
  • Weil Brothers-Cotton, Inc.

Fiduciary, Trust, and Estate Litigation News
Wednesday, May 25, 2022

MAYNARD WELCOMES EXPERIENCED ATTORNEYS ACROSS ITS FOOTPRINT

Maynard & Gale is pleased to announce the arrival of five experienced attorneys joining various practice groups across multiple Maynard locations. Vincent J. Schilleci, III, Shareholder, Estate, Trust, and Business Planning, Birmingham Andrew T. Dixon, Of Counsel, Litigation, Orlando Eric Nanfito, Of Counsel, Corporate, Securities and Tax, Birmingham Riley Murphy...

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Wednesday, March 9, 2022

Cynthia Lamar-Hart Leads Breaking the Glass Ceiling Discussion with ACTEC

Maynard Shareholder Cynthia Lamar-Hart recently moderated a panel discussion for the American College of Trust and Estate Counsel (ACTEC). The video was a featured Women's History Month discussion on ACTEC's history of inclusion and diversity. Cynthia interviewed some of the earliest female leaders of the College as they discussed how...

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Wednesday, September 29, 2021

Megan M. Kelly Joins Maynard

Maynard & Gale (Maynard) is pleased to announce that Megan M. Kelly has joined the Firm’s Estate Planning and Fiduciary Advisory Services practice groups. Mrs. Kelly brings experience from a prior firm in the areas of both estate planning and litigation. At Maynard, she will focus her practice in the...

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