Trust Reformation

A trust can contain tax issues, ambiguities regarding the distribution and division of assets and complications with the identity and nature of beneficiaries. If the interested parties do not contest the document outright, a construction proceeding may take place. In this instance, interested parties may ask the court for its interpretation and mediation of the ambiguous language.

On occasion, a trust specifically designed to provide tax benefits may fail to qualify for such favorable treatment. In these instances, the trust may be reformed so that it will provide tax benefits. The Schwartzapfel Partners estate litigation team can present trust reformation cases in court and before the IRS.

If you suspect that an estate's assets have been handled incorrectly, unfairly or illegally, please call us at 1.800.966.4999 or fill out the form to the right of the page for immediate attention to your case.

Schwartzapfel Partners

With over 150 years of combined experience and highly competent co-counsel throughout the country, we can serve all your legal needs. Schwartzapfel Partners protects the rights of those who aren't able to do so themselves. Learn More

In what state did the incident occur?

In what state does descendent live?

Schwartzapfel Truhowsky Marcus
Sachs P.C. disclaimer.