Practice

Private Wealth and Fiduciary Litigation

Unmatched Advocacy in Private Wealth and Fiduciary Litigation

Sheppard’s Private Wealth and Fiduciary Litigation team includes some of the nation’s most successful trial lawyers, litigating high-stakes, multijurisdictional and international cases. 

We represent clients in significant private wealth matters and actively influence fiduciary law through advocacy, scholarship and legislative contributions. 

Leaders in Resolving High-Stakes Disputes and Shaping Fiduciary Law

Sheppard’s Private Wealth and Fiduciary litigators have won some of the most significant cases in court involving private wealth disputes.

We litigate cases in jurisdictions across the country, as well as cases that are multijurisdictional and international in scope. 

We represent clients in cases involving claims of breach of fiduciary duty, fiduciary misconduct and fraud, misfeasance and malfeasance in estate administration, investment mismanagement, financial elder abuse, and will and trust contests. 

While our reputation in court is second to none, our imprint in the private wealth field is not limited to the courtroom. Our Private Wealth and Fiduciary litigators include the former Chair of the State Bar of California’s Trusts and Estates Executive Committee, former Editors of Trusts and Estates Quarterly magazine and some of the most sought-after and prolific lecturers and authors of scholarly works in the field.  

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Areas of Focus

Private Client Services
Sheppard’s Private Client practice offers high-net-worth families and individuals integrated, discreet counsel on wealth preservation, transfer and growth. With nearly a century of experience, we provide tailored estate planning, tax strategy, business succession and fiduciary guidance, ensuring alignment across generations and jurisdictions. Trusted for our expertise and continuity, we help clients navigate complex wealth with confidence. 
Litigation
Our team of more than 200 litigators nationwide provides strategic counsel and decisive results in high-stakes disputes. We handle complex trials, class actions and industry-specific cases. Trusted for our courtroom success and business-focused strategies, we protect critical interests while aligning legal solutions with client goals, fostering long-term partnerships built on proven results.

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