Practice Area

Fiduciary Litigation

San Jose Fiduciary Litigation Attorneys

Resolving Complex Disputes Over Trusts, Estates, Power of Attorney, and Conservatorships

A fiduciary is a person or entity entrusted with managing the assets or financial interests of another individual or group. Fiduciaries are held to the highest standard of care, honesty, and loyalty.

Common types of fiduciaries include:

Trustees

Individuals or institutions managing a trust and its assets according to the trust’s terms.

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Executors of Estates

People responsible for administering an estate after someone’s death, ensuring that debts are paid and assets are distributed per the deceased’s wishes.

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Agents with Power of Attorney (POA)

Individuals acting on behalf of someone who is incapacitated or unable to make decisions themselves.

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Conservators

Court-appointed individuals responsible for managing the personal and financial affairs of an adult who is unable to do so due to mental or physical limitations.

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Whatever your role, it requires the utmost integrity and care in managing the assets and interests of others. Fiduciaries are often the target of legal challenges, including claims of breach of duty, negligence, or even fraud. If you are facing a lawsuit or allegations of misconduct in San Jose, Santa Clara, San Mateo, or within California, Ferguson Law Group’s experienced litigation attorneys can defend your rights and protect your reputation.

We defend fiduciaries in disputes related to trusts, estates, conservatorships, and powers of attorney. With decades of experience handling complex fiduciary defense cases, we provide trusted legal counsel to help fiduciaries navigate the legal complexities and ensure they fulfill their duties without undue risk of liability.

Fiduciaries can be sued for a variety of reasons, but often, these claims stem from misunderstandings, mistakes, or disputes over the administration of assets.

Some common types of trust accounting disputes include:

Breach of Fiduciary Duty Claims

Allegations that a fiduciary failed to act in the best interests of the beneficiaries or mismanaged assets.

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Trust and Estate Disputes

Disagreements among family members or beneficiaries regarding the validity of a trust or will, the distribution of assets, or the conduct of the fiduciary.

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Self-Dealing and Conflict of Interest​

Claims that the fiduciary abused their position, engaging in transactions that benefited themselves at the expense of the estate or beneficiaries.

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Negligence in Managing Assets

Allegations that a fiduciary failed to manage assets prudently, leading to financial losses.

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Accounting and Reporting Disputes

Legal disputes over the fiduciary’s accounting practices, transparency, and record-keeping.

 
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Unauthorized Actions or Exceeding Authority

Accusations that the fiduciary overstepped their legal bounds or made decisions without proper consent or authority.

 
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For additional information about Ferguson Law Group’s Fiduciary Litigation services, please contact: 408-296-3700

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