
Mark R. Caldwell routinely represents executors, guardians, and beneficiaries in complex estate, trust, and guardianship litigation. He has also represented fiduciaries in all phases of estate, trust, and guardianship administration. Mark is passionate about holding those who exploit others accountable and defending those who have been wrongfully accused of doing so. Mark enjoys the investigatory aspects of estate and trust litigation, including reviewing and analyzing medical, financial, and suspicious property records and transactions. Mark is committed to developing and maintaining strong, personal relationships with his clients. He endeavors to offer smart, pragmatic and cost-effective legal advice. Mark believes that the strongest winning position is one that is simple, direct, and understandable.
DRAFTING FOR MULTIPLE EXECUTORS, TRUSTEES, AND AGENTS
Trust, But Verify- An Approach to Analyzing Trust & Estate Accounting
I Can’t Find the Original Will – Now What?
Compensation of Personal Representatives
Performing Annual Accounts in Guardianships or Management Trusts
Navigating Self-Dealing Transactions Under the New Power of Attorney Rules
The Shortest Route to Victory: Summary Judgment Practice in Probate and Trust Litigation
Injunctive Relief: The Lethal Preemptive Strike in Probate, Trust and Guardianship Litigation
Elder Exploitation
Properly Performing Annual Accounts When Spouses are Incompetent