Wealth Transfer Litigation
Resolving Disputes Over Gifts, Inheritances, and Family Assets
At Sitek Law LLC, we represent individuals and families in complex disputes involving the transfer of wealth — both during a person’s lifetime and after death. These cases often arise when significant assets change hands through gifts, trusts, or wills, and one party believes the transfer was the result of undue influence, fraud, or a breach of fiduciary duty.
Steve Sitek is an experienced litigator who helps clients navigate emotionally charged conflicts involving family dynamics, legal obligations, and high-value assets. Whether you are contesting a transfer or defending one, we work to protect your rights and pursue a fair outcome.
What Is Wealth Transfer Litigation?
Wealth transfer litigation encompasses disputes over how assets — such as money, real estate, business interests, or valuable personal property — are transferred from one party to another. These cases commonly involve:
- Challenges to lifetime gifts: Allegations that a gift was coerced, manipulated, or given by someone lacking capacity.
- Disputes involving trusts: Claims that a trustee mishandled a trust, favored certain beneficiaries, or made improper distributions.
- Inheritance contests: Disagreements over the terms of a will or trust, including accusations of undue influence or improper execution.
- Joint accounts or beneficiary designations: Conflicts about whether an account or designation was changed intentionally — or wrongfully.
Common Legal Issues in Wealth Transfer Disputes
These cases often involve multiple areas of law, including:
- Undue Influence and Coercion
Was the person who made the gift or changed their estate plan acting of their own free will, or were they pressured by a caregiver, family member, or other party? - Lack of Capacity
Did the individual have the mental ability to understand what they were doing at the time of the transfer? - Fraud or Forgery
Are there questions about whether a signature was forged, or whether a document was altered? - Fiduciary Misconduct
Did a trustee, attorney-in-fact, or personal representative abuse their position or mismanage funds?
Strategic Litigation with a Practical Focus
These cases are rarely just about the money — they’re often deeply personal. That’s why Steve Sitek takes a practical, level-headed approach to wealth transfer disputes. He listens closely to understand the family history and underlying relationships, then develops a litigation strategy based on the facts, the documents, and your goals.
Some cases can be resolved quietly through negotiation or mediation. Others require aggressive litigation. We’re prepared for either.
Contact Sitek Law LLC
If you are involved in a dispute over a gift, trust, or inheritance, don’t wait to get legal advice. The earlier you involve an experienced attorney, the more options you may have for resolving the matter effectively.
Call (612) 226-6381 or contact us online to schedule a consultation.
