Dan Larson & Associates represents fiduciaries, beneficiaries, and family stakeholders in complex estate and trust disputes before the New York Surrogate’s Court and Supreme Court. Our litigation practice focuses on high asset matters involving contested wills, fiduciary misconduct, and multi generational wealth disputes.
We approach each dispute with disciplined preparation, forensic review of financial records, and structured courtroom strategy. Estate litigation often requires both legal precision and tactical discretion, particularly where family relationships intersect with significant financial interests.
Representative matters include will contests based on undue influence and lack of testamentary capacity, breach of fiduciary duty claims against executors and trustees, contested accountings, and disputes involving closely held business interests within estates.
The firm provides comprehensive representation in formal probate proceedings involving objections to the validity of testamentary instruments. We guide clients through procedural stages including discovery, evidentiary hearings, and trial preparation.
Our practice emphasizes early strategic positioning. This includes detailed review of drafting attorney files, medical records, financial transfers, and witness testimony. In high value estates, careful evidentiary development often determines the outcome long before trial.
We regularly advise executors defending challenges, as well as beneficiaries seeking to protect their inheritance rights.
Executors and trustees face significant legal exposure when administering estates and trusts. We provide structured advisory counsel designed to reduce litigation risk while ensuring compliance with fiduciary duties under New York law.
Our representation includes guidance on asset distribution, trust administration disputes, fiduciary accounting preparation, and risk mitigation strategy for complex estates. When disputes arise, we transition seamlessly from advisory counsel to formal defense litigation.
In addition to dispute resolution, the firm advises high net worth individuals and families on estate structuring designed to preserve wealth across generations. Our planning services integrate litigation awareness, ensuring documents are drafted with enforceability and dispute prevention in mind.
We counsel clients on succession structuring, fiduciary appointments, asset protection considerations, and cross jurisdictional estate planning strategies where appropriate.
Our approach is pragmatic, legally disciplined, and aligned with long term wealth preservation objectives.