Practice Areas
Practice Areas
Quality Legal Services: Estate Planning, Probate, Trust Administration and Litigation
Remote and in-person meeting options available.
Estate Planning
We provide a full array of personal planning services for individuals and families.
Our goal is to help clients achieve individual and retirement planning objectives and charitable giving while preserving and distributing assets to beneficiaries in the most tax/cost-effective manner possible.
Probate Services
The Law Offices of Kristen R. Gross handles most matters in the Probate Court from the administration of decedent’s estates, to conservatorships and guardianships for incapacitated persons, to representation of beneficiaries or trustees before the court. The firm has also represented family members seeking to be appointed as guardian for a family member with a developmental or intellectual disability.
Trust Administration
We assist clients with:
Trustee notifications, notices to creditors, asset identification, inventory, and valuation, asset and liability allocation, transfer document preparation, management and preservation of all Trust assets, Distribution and termination advisement.
Probate & Trust Litigation
We assist clients with a comprehensive array of Probate and Trust Litigation matters including Estate Litigation, Modification of Trusts, and Claims Against Fiduciaries.
Additional Services
In addition to our other outlined services, we will provide guidance and advice with respect to:
Sub-Trust Allocation and Funding
Trusts often contain provisions requiring that sub-trusts be formed at the death of the grantor for the benefit of surviving beneficiaries such as spouses or children. We will provide guidance in order to identify, evaluate and determine proper sub-trust and beneficiary allocations and funding of assets. We will work with the Trustee to maximize all tax benefits and confirm distribution and funding per the terms of the Trust.
Probate and Trust Litigation
ESTATE LITIGATION
We will assist with a wide range of probate and trust disputes, including both Will and Trust contests, claims against the Estate or Trust, and civil or other lawsuits filed against or brought on behalf of the Decedent.
MODIFICATION OF TRUSTS
In many cases, Trusts need to be modified because of changed circumstances not contemplated by the original Grantors. Although these trusts often state that they may not be modified, we have represented Trusts which have been successfully modified to conform to changes in law or fact with the approval of the court.
CLAIMS AGAINST FIDUCIARIES
One of the most frequently litigated areas relates to alleged fiduciary malfeasance. We have prosecuted and defended fiduciaries with regard to allegations that Personal Representatives and/or Trustees have failed to carry out their fiduciary duties. These duties have become increasingly complex, and compliance with the myriad duties is one of our specialties.