What To Know About Contested Estate Accountings
Accounting is a critical part of estate and trust administration. Accurate and timely accountings provide transparency. They are also the foundation for properly managing assets in accordance with the terms of the will or trust.
When questions arise regarding the validity or timeliness of estate accountings, legal guidance is crucial. Our team at Vella, Carbone & Vinson, LLP, represents beneficiaries and executors in contested estate matters, including disputes over estate and trust accountings.
How We Can Help With Estate And Trust Accounting
Our lawyers can provide guidance on questions such as:
- Whether, and how often, accountings are required, whether in formal probate proceedings or outside of court;
- Whether an informal accounting can be completed, rather than a formal accounting, and the benefits and risks of choosing an informal accounting;
- Who is entitled to review or request an accounting, and under what circumstances; and
- Whether the accounting was properly conducted.
We are skilled at navigating both formal and informal accountings. Applying meticulous attention to detail, we can ensure that nothing is overlooked in addressing the matter.
We also handle breach of fiduciary duty claims involving mismanagement of funds by trustees or executors. Whether you are a beneficiary seeking to raise a claim or a fiduciary defending against an accusation of mismanagement, we can help.
Benefit From Our Decades Of Experience
You can rely on us for guidance on any aspect of estate accounting. Our award-winning attorneys are highly knowledgeable about the nuances of New York estate law. We have extensive experience helping clients protect their interests, whether as beneficiaries, trustees, executors or other interested parties.
Should your estate matter proceed to litigation, our lawyers are in a strong position to protect your interests. We are skilled trial attorneys and effective advocates in court.
Get Answers To Your Estate Accounting Questions
For guidance on your specific estate matter, please contact our firm online or by phone at 518-257-7304 to speak with a member of our legal team. We look forward to assisting you.