Personal representatives, guardians, agents under powers of attorney, and trustees are held to a high standard in their conduct and actions, and with that responsibility comes possible risk.
Our Fiduciary Services Group works closely with fiduciaries to help them navigate and fulfill their duties, while managing their risks.
The best defense starts with prevention, and our Fiduciary Services Group can assist fiduciaries with preventative strategies like the interpretation of governing documents, and the development of policies and procedures to mitigate risk during administration. We help our clients understand and appropriately carry out the full scope of their powers and duties when serving as a fiduciary.
However, if disputes do arise, we stand ready to assist in resolution. To serve the unique needs of our fiduciary clients, we combine the skills of our trust and estate lawyers with the depth of our litigation team.
Together, our team has assisted banks, trust departments, individuals and charitable organizations in a variety of matters that include:
- Trust Interpretation
- Trust Reformation and Modification
- Trust Decanting
- Will and Trust Contests
- Breach of Fiduciary Duty Claims
- Creditor’s Claims
- Disputes with Taxing Authorities
- Accountings
- Family Settlement Agreements
- Transition of Resigning or Removed Trustees
- Contested Guardianships and Commitments
- Trials and Mediations