When a meticulously crafted estate, trust, or business succession plan is targeted by a lawsuit, the validity of the original structure is put under a microscope, requiring a litigation partner who understands the deep technicalities of Georgia Law. This March, Gaslowitz Frankel celebrates the 20th anniversary of one of its partners, LeAnne M. Gilbert, an […]
In the wake of a divorce, many individuals assume that a final decree or a prenuptial agreement serves as a comprehensive shield for their legacy. However, in Georgia, a procedural oversight can often override a judge’s order. Beneficiary designation disputes frequently arise when technical forms—specifically those for non-probate assets and trust interests—are never updated to […]
When meticulous estate planning is challenged – through will or trust contests, fiduciary claims or challenges to the efficacy of the plan itself – coordinating with a fiduciary litigation specialist is the first best move. A planning attorney is usually a necessary witness and thus, they cannot also take the lead in defending the plan. Referring […]
The 2026 Update on Georgia Law “Ski LE” in Avon, Colorado served as an opportunity for Gaslowitz Frankel attorney Robert C. Port to educate fellow Georgia lawyers on the increasingly regularity with which family law issues can also implicate probate, estate, and trust matters. Robert’s presentation on “Update on Fiduciary Law — the Intersection of […]
In high-net-worth divorce proceedings throughout Georgia, the focus often remains on the equitable division of assets. However, when those assets are housed within complex trust structures or closely held business entities, the legal landscape shifts from family law to the specialized realm of fiduciary litigation. For family law attorneys, recognizing fiduciary negligence at its earliest […]
Wealth managers, who stand at the intersection of a client’s financial reality and their family dynamics, are often aware that the most emotionally comfortable choice, appointing a child or sibling, is also the most legally precarious, which is why fiduciary litigators advocate for corporate trustees. Not only does a corporate trustee have the specialized expertise […]
For wealth managers advising high-net-worth individuals, a blended family is a red flag. While remarriage represents a new chapter for the client, the complexity it introduces to wealth transfer is fertile ground for litigation. When a client enters a later-life marriage, the potential for conflict between the new spouse and children from a prior marriage […]
For wealth managers advising business owners, the transition of a closely held family enterprise represents the largest point of asset vulnerability their client will face. This asset is exposed to catastrophic risk during a generational shift. While the original owner often runs the business informally with single-owner control, including the potential for aggressive compensation or […]
For wealth managers, the transition from asset accumulation and management to multi-generational wealth preservation presents a critical inflection point where fiduciary litigation expertise becomes indispensable. While a wealth manager’s core competence lies in optimizing investments and managing liquidity, the integrity of a client’s total balance sheet, including illiquid assets held in trusts, LLCs, and family […]
For wealth managers, the referral decision for a client facing a fiduciary dispute is one of the more consequential recommendations they will make. But exactly when do wealth managers need a fiduciary litigator? While estate planning attorneys and general commercial counsel can serve invaluable roles in creating the structure for growth and administration of a […]
