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Trust & Estate Litigation | Tax Controversies

Sophisticated Strategies for Complex Disputes.

Our Approach

Estate & Trust Litigation
There are few attorneys who take the time to become true estate and trust litigators.  It takes years of experience with a wide variety of cases, education regarding esoteric legal concepts and dedication.  Our estate and trust litigation group does not trifle with other types of litigation – this is all that we do.

Disputes that arise from the death or incompetency of a family member require attorneys to offer practical, strategic advice.  We help our clients avoid litigation whenever possible and zealously advocate for favorable settlements.  When litigation is inevitable, we draw on a deep bench of trial experience to strive for favorable outcomes, even in the most contentious disputes.  Our experience in fiduciary litigation and risk management allows us to protect and advocate for our individual and corporate fiduciary clients as they navigate some of the most complex family disputes.  

Tax Controversies & Litigation
Our tax controversy team represents taxpayers in disputes before the IRS and state and local tax authorities. With former IRS attorneys and professionals holding CPAs, MBAs, and LLMs in Taxation, we handle matters ranging from estate and gift tax to income, employment, and all other types of taxes—along with related penalties and interest. We have successfully represented thousands of taxpayers around the world that cut across numerous taxing jurisdictions. Our team litigates tax matters nationwide in U.S. Tax Court, District Courts, the Court of Federal Claims, and Courts of Appeal.


A Fiduciary Litigation Team With National Reach



"They have an amazing wealth of knowledge and expertise, both with the law and the intricacies of the specific probate courts."

 

"They provide great responsiveness and superior work product."

 

Chambers High Net Worth Guide, 2025




Ranked by Best Law Firms®

Trust & Estates Litigation

Tax Law


Harrison LLP Becomes a Coast-to-Coast Private Wealth Law Firm

The newly opened San Francisco Bay Area office includes seasoned litigator James Cummins  and his team. Cummins has successfully represented clients in numerous high-stakes trust and estates cases.

Jonathan Strouse Featured as Law Dragon Top Tax Lawyer 

Chicago partner Jonathan Strouse was named in the Inaugural Lawdragon 500 Leading Global Tax Lawyers. This guide recognizes the top global tax attorneys planning.

Harrison LLP Named in 2025 edition of Best Law Firms® 

The firm was recognized again in Trust & Estates Litigation, Trust & Estates Law, and Tax Law, along with numerous other areas. 30 attorneys are individually listed across the firm.

Chambers High Net Worth Guide 2025 Ranks Harrison LLP in Multiple Markets

In addition to the firm’s department rankings in Private Wealth Law across Missouri, Georgia, Washington, D.C., and Illinois, ten partners ranked individually.


Our Work 

Will & Trust Contests
Tax Controversy

Our clients in this area include individuals, trusts and estates, C and S corporations, not-for-profit organizations, governmental entities, including Indian tribes, and TEFRA and BDA partnerships. Our regular and ongoing services include:

  • Audit representation
  • Appeals representation
  • Collection representation
  • Tax litigation in various forums
  • Criminal investigation division defense
  • State and local tax audits
  • Whistleblower actions
  • Delinquent FBAR and international information return submissions
  • Voluntary disclosures and streamlined filings

 

Breach of Fiduciary Duty Cases Trust Constructions
Modifying/Terminating Trusts
Conflicts Regarding Taxable and Non-Taxable Gifts
Contested Claims and Citation Proceedings to Recover Assets
Guardianship and Contested Guardianships
Mediation/Arbitration
Appeals
Contested Issues Regarding Closely Held Business Interests
Charitable Pledge Disputes and Modifications of Charitable Trusts

Meet Our Attorneys | Trust, Estate & Tax Controversies