Estate and Fiduciary Litigation
Altman & Associates and specifically, Gary Altman, attorney and CFP (Certified Financial Planner) has significant experience serving as an expert witness for both plaintiffs and defendants in estate planning litigation. On occasion, there is a dispute over the validity of a will and in some cases, the Executor of an estate may abuse his or her power by hiding assets or acting against the interests of the intended beneficiaries. In some cases, the decedent may have left confusing instructions, multiple wills, or failed to list the proper parties as beneficiaries of insurance policies or pension plans. Attorney Altman can help beneficiaries contest wills and trusts and can assist administrators of estates in circumstances such as lack of testamentary capacity, undue influence, mistake, fraud and duress, insane delusion, failure to execute etc. In addition, Mr. Altman has worked as a consulting member or expert witness in litigation surrounding breaches of fiduciary duty and or the sales of unsuitable financial products or investment strategies.
