Committed to developing the best solution for your family

At Heisner, APC, we combine our vast legal knowledge and extensive expertise to provide our clients with the most professional, personal, and cost-effective services. We offer a diverse range of legal services, focusing on a wide range of practice areas including:

Probate Litigation

Estate Planning & Trusts Administration

Trusts Litigation


Estate Planning and Trusts Administration

Our level of expertise in handling a wide range of trusts and estates matters, including both estate planning and the probate and administration of trusts and estates, is what sets us apart.

We represent successful individuals in all aspects of their estate planning. We prepare trusts and wills that address our clients’ tax and personal goals, as well as those documents necessary during incapacity.

In addition, we represent individual and corporate executors of estates as well as trustees of trusts in all aspects of administration, including probate. Our vast experience and expertise permit us to advise fiduciaries during all phases of administration, including litigated and non-litigated matters. In representing fiduciaries, we handle the preparation and settlement of accounts, the funding of sub-trusts, as well as representation during disputes and contests.

No matter the type of business, we represent a wide variety of business owners regarding their succession plans. We assist in determining how to transfer ownership to partners or to family members and strive to pass on ownership interests according to our client’s goals, keeping in mind the tax consequences associated with each decision.

We represent successful individuals in all aspects of their estate planning, including the preparation for long-term health care planning. We prepare trusts and wills that address our clients’ tax and personal goals well as those concerns related to nursing home care and home health care services.

Succession planning affects everyone who has an interest in the business – family members, partners and key employees. We help build the bench strength of organizations to ensure long-term health, growth and stability.

Probate Litigation

We have years of experience in handling complex probate litigation in a wide range of business disputes. Our team is knowledgeable and determined to obtain the best possible outcome for every client. Should a dispute arise over the appointment of an executor/trustee, we work tirelessly to protect the rights of our clients.

CONSERVATORSHIPS

We represent individuals, private fiduciaries and corporate fiduciaries as conservators for conservatorships of the person and the estate. Our vast experience and expertise permit us to advise conservators during all phases of the conservatorship regarding their fiduciary obligations. In representing conservators, we handle the preparation and settlement of accounts, all reports to the court, as well as representation during disputes.

Trust Litigation

Our trusts litigation practice includes representation of institutional and individual trustees, executors, and administrators in claims of breach of fiduciary duty. The firm also regularly represents interested parties in will contests and other estate disputes. Recent issues handled have included disputes among trust and estate beneficiaries, complex will contests, duties of trustees of life insurance trusts, unproductive/underproductive trust property matters, and estate and inheritance tax litigation and claims of negligent trust administration.