Trust disputes may involve interpretation, administration, accountings, fiduciary selection or removal, distributions, and coordination with related proceedings. These matters often involve significant financial interests and fiduciary responsibilities, together with relationship dynamics that affect how decisions are made.
How Mediation Helps In This Context
Participants often focus on the provisions that drive the dispute and identify the information needed to support decision-making, and may address issues such as administration, fiduciary responsibilities, and distributions in a practical sequence. Agreements can include verification steps and schedules that support compliance and implementation.
The interpretation of key provisions and the practical administration of a trust are often closely connected. Addressing those issues together may clarify available options and help participants better understand both opportunities for resolution and practical limitations affecting administration.
Common Issues
- Trust interpretation and administration
- Fiduciary selection or removal
- Accountings and distributions
- Coordination with related proceedings
Some Considerations For Counsel Preparing For Mediation
- Bring relevant excerpts tied to disputed provisions or issues
- List decisions sought, and advisor roles needed
- Define verification steps for distributions or other actions agreed