Personal Representative and Trustee Disputes
Administering the estate of a loved one or a loved one’s trust carries with it a “fiduciary duty.” This means that the personal representative or trustee has a special obligations to be honest, ethical, and work in the estate’s best interests. While most estates and trusts are administered and distributed with little or no significant disputes, this is not always the case. Unfortunately, in some cases, contested issues and intractable disputes can arise, particularly if there are significant assets at stake.
When estate administration and trust disputes arise one or more of the potential heirs or beneficiaries may file litigation seeking to have the personal representative or trustee removed. Such litigation may also entail charges of mismanagement, conflicts of interest, or even assertions that the personal representative or trustee does not have the ability to administer an estate or trust properly.
I am available to represent personal representatives and trustees when allegations of misconduct are made.
When a loved one has left a large sum of money or other assets in a trust, it is not uncommon that a trust beneficiary may want access to money to which they may or may not be entitled. In these circumstances, if a trust beneficiary threatens or initiates litigation against the trustee, I am available to defend the trustee concerning trust management.
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