Mediation focused on estates, trusts, and fiduciary duty.
Our Practice Areas
Will & Codicil Contests
Disputes over testamentary capacity, undue influence, forgery, and improper execution — mediated between contestants, proponents, and the estate.
Trustee & Executor Accounting Disputes
Disagreements over accounting, distributions, fees, or the administration of an estate or trust, where beneficiaries and fiduciaries need a path to resolution short of a formal accounting action.
Breach of Fiduciary Duty & Fraud Claims
Claims against a trustee, executor, or agent under a power of attorney involving self-dealing, conversion, or mismanagement of estate or trust assets.
Guardianship Disputes
Contested guardianships and disagreements among family members over the care or estate of an incapacitated person.
Heirship & Estate Partition Disputes
Determinations of heirship, disputes over the division of estate property among co-heirs, and disagreements arising from intestate administrations.
Family Business & Succession Disputes
Ownership and succession disputes that arise out of an estate or trust, where a family business or closely held entity is part of what's being divided.
“Mr. Balmer is a pleasure to work with and is extremely knowledgeable. He assisted our family with a very emotionally difficult estate matter; he treated the situation with such compassion. You can rest assured you will be in good hands.”
— MARTINA P.