Estate Litigation Involving Fiduciaries

Assuming responsibility for another person's financial affairs, trust or estate is no small matter. Disputes over an executor's or trustee's actions often involve very complex issues. The attorneys at StachlerHarmon are committed to solving complex disputes efficiently and effectively.

What Type Of Breach Of Duty Is At Issue In Our Case?

Breach of fiduciary duty is a serious matter. Some examples include:

  • Misuse of powers of attorney
  • Transfers involving undue influence
  • Any action that benefits an individual rather than the ward or testator
  • Questionable investment choices
  • Transfers of real estate

The term fiduciary duty means that an executor or trustee must act with the utmost trustworthiness and fidelity. Fiduciaries must put aside their own interests and do what is best for the individuals in their care. When the fiduciary is a family member, failure to do so can lead to family conflict.

Avoiding Or Responding To Wrongdoing

Understanding one's obligations as a fiduciary can be difficult, so guidance from a knowledgeable attorney is essential for avoiding missteps that could be construed as breach of fiduciary duty. Our attorneys work closely with trustees and executors, providing counsel aimed at ensuring that every choice they make is proper under the law.

When fiduciaries are accused of wrongdoing, we are prepared to aggressively represent them in court. Conversely, we represent beneficiaries and heirs who bring actions against trustees and executors for alleged breaches of fiduciary duty.

Contact StachlerHarmon For A Free Initial Consultation By Phone

Whether you are a fiduciary or beneficiary, our Dayton fiduciary litigation lawyers are prepared to defend or assert your rights. To learn more, call our office at 800-645-2911 or 937-608-9398 to schedule an initial consultation. Or, if you prefer, complete our online form.