Extremely knowledgeable, patient, respectful and absolutely brilliant at composing legal correspondence. Adam is an excellent attorney at both preparing legal documents to avoid complications and litigating to help resolve complications.
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.
Individuals or institutions managing a trust and its assets according to the trust’s terms.
People responsible for administering an estate after someone’s death, ensuring that debts are paid and assets are distributed per the deceased’s wishes.
Individuals acting on behalf of someone who is incapacitated or unable to make decisions themselves.
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.
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.
Allegations that a fiduciary failed to act in the best interests of the beneficiaries or mismanaged assets.
Disagreements among family members or beneficiaries regarding the validity of a trust or will, the distribution of assets, or the conduct of the fiduciary.
Claims that the fiduciary abused their position, engaging in transactions that benefited themselves at the expense of the estate or beneficiaries.
Allegations that a fiduciary failed to manage assets prudently, leading to financial losses.
Legal disputes over the fiduciary’s accounting practices, transparency, and record-keeping.
Accusations that the fiduciary overstepped their legal bounds or made decisions without proper consent or authority.
Extremely knowledgeable, patient, respectful and absolutely brilliant at composing legal correspondence. Adam is an excellent attorney at both preparing legal documents to avoid complications and litigating to help resolve complications.
I have known Adam for the past ten years. He has been [an] advocate for many of my client’s estate planning needs. His professionalism and thorough knowledge of the law has been an asset to our community. Adam is a family man and understands the dynamics it takes to follow through with asking the right questions to follow through with any complex ideas that may arise from multiple generations. You will be thrilled to work with Adam.
Adam Ferguson was very helpful to me in determining whether to move forward with a law suit. In the end we decided against it, so I didn’t actually use his services. However he was extremely responsive to all of my questions, and took the time to explain carefully. I would not hesitate to use him if I had a case!
I would highly recommend working with Adam Ferguson from Ferguson Law Group. His informative advice and expertise in working with family members, pertaining to my Mother’s Trust, prepared us for the future and gave us suggestions for a better outcome that I never would have thought of. Thank you Adam!
Adam is extremely diligent and professional. We had a rare case and Adam was so nice in helping depose my family when one of my grandparents fell ill and passed away at a time their estate planning was an absolute mess. Adam and his team are extremely knowledgeable and well versed in the areas of estate and business planning. Highly recommend.
Adam helped us build our family trust and guided us through ALL the other documents we needed to have for our family should there be an emergency. He was smart and explained everything to us in a way we could understand so we felt confident in our documents. Adam also give me a great recommendation for a lawyer that works in a different specialty.
Adam and staff are a great team. My wife and I felt like we were valued as clients from the moment we met in his office. Adam sat down with us and explained trusts and answered all of our questions. His staff was always there to handle any other questions and concerns, appointments, etc. I was referred to the Ferguson Law Group by a client, and will definitely forward Adam’s contact to any friends and family who need to work with a trust attorney.
I have used the legal services of Adam Ferguson and his team for over 10 [years] with excellent results. He’s knowledgeable, reactive to my communications and I appreciate the thorough and accurate advice I have received. Specifically, I have used his estate planning, trust preparation, LLC and Incorporation assistance. If you’re looking for a bright, honest lawyer, be confident in choosing Adam.
My husband and I had been putting off updating our trust for quite awhile. Once we made the decision, we were glad we did. Working with Debra was so comfortable. She was very professional and thorough making sure we understood every page of the documents created for us before the final signing. The atmosphere in the office was pleasant and friendly.
We recommend Ferguson Law Group highly.
[Ferguson Law Group is] Great to work with, Debra was especially great. Appreciate her and Theresa willing to come in on a Saturday to accommodate us to sign documents. Very thorough and quick in their work. Had our estate binder less than a week after we signed and they took care of the retitling with the county for our house, etc. and thoroughly explained what we needed to do to make the changes on our bank accounts. Would highly recommend!!