What Is A Fiduciary?
A fiduciary is a person who holds property, assets or power for the benefit of another person. A fiduciary can be any person who holds assets for the benefit of another person, from a family member who has been named the executor or personal representative of a will to a trustee, lawyer, accountant, or financial advisor. Unfortunately, a fiduciary may not always act in the best interests of the beneficiaries, and an attorney may be necessary to help address the wrongful conduct.
Our firm represents clients in North Carolina and throughout the United States who may have been betrayed by the actions of a fiduciary. This can arise in a number of ways, from concerns about the financial abuse of an elderly resident to the mismanagement of family assets to will contests (disputes over a will). We thoroughly investigate the facts of each case to enable us to make an informed recommendation to our clients. In many situations, we are able to assist our clients in resolving these disputes without litigation, achieving a settlement and even reconciliation. In other cases, litigation is necessary to protect the financial rights of our clients. We zealously represent our clients to help them safeguard their assets and defend the integrity of the will or trust.
Our broad experience in the field of estate and trust litigation gives us an advantage over other firms. We have successfully defended clients accused of mismanaging assets or undue influence and have won declarations on behalf of our clients that they are entitled to a portion of a trust or estate. We have worked with beneficiaries from across the country as they navigate the complicated and stressful process of handling estate and trust issues after the loss of a loved one.