Representation of Trust Beneficiaries

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Representation of Trust Beneficiaries

We enforce trust beneficiaries' rights to force full accountings of all trust transactions, income, expenditures, sales, and investments, as well as the right to review the actual books and records of the trust.
 
We actively pursue actions to remove trustees for conflicts of interest or other breaches, as well as suits for damages against trustees for claims of fraud, misappropriation, and self-dealing, as well as breaches of fiduciary duty including failure to make distributions to beneficiaries, failure to properly invest the assets of the trust, and failure to account for assets.
 
We file lawsuits to set aside invalid trusts where it appears that the person executing the trust lacked the necessary mental capacity, or where the trust appears to have been executed as the result of fraud, duress or undue influence.
 
We also pursue suits to modify trusts for our clients' benefit, such as modifications to increase trust distributions, or actions to terminate a trust early to permit earlier distributions.

 

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