Fiduciary Disputes

Fiduciary Disputes

Fiduciary disputes often turn on documents, disclosures, accountings, communications, and whether a trustee or executor acted within legal duties.

Services include:

• Trustee and executor duties
• Accountings and objections
• Removal and surcharge petitions
• Fee disputes
• Distribution and disclosure issues

How the firm approaches the work.

The first step is to identify the governing documents, the assets at issue, the fiduciary roles, the deadlines, and the practical pressure points. From there, the firm develops a plan that fits the facts rather than forcing the facts into a template.