Has Your Trustee, Investment Manager or Other Fiduciary Acted Against Your Interests?

Serving Clients Throughout Georgia, Nationwide and Abroad

In many situations, banks, investment professionals, trustees and others are considered fiduciaries, which means they are legally required to act in their clients' or beneficiaries' best interests. Similarly, estate executors or personal representatives of estates are charged with acting solely in the best interests of the estate and its beneficiaries.

When they fail to do so, the people who rely upon them can suffer significant financial loss — yet false allegations can also be costly and damaging to the fiduciary.

At Kaufman & Forman, P.C., we represent people who have been harmed due to breach of fiduciary duty as well as those accused of such a breach. Our attorneys have extensive experience representing plaintiffs and defendants in these cases.

Contact us today online or by telephone at 678-957-7769 to arrange a consultation with one of our experienced attorney about any breach of fiduciary duty.

Disputes Involving the Fiduciary Requirement to Act in the Client's Best Interest

We represent fiduciaries who are accused of breaching their legal duty to act in the best interest of their clients through mismanagement of funds, recommending inappropriate investments, refusing to release trust funds or similar matters.

We also represent clients and trust beneficiaries affected by a breach of fiduciary duty by a trustee, investment advisor, broker or dealer, or another type of fiduciary.

We handle cases involving allegations such as:

  • Financial mismanagement
  • Failure to disclose key information to clients
  • Conflicts of interest
  • Investment fraud
  • Unauthorized borrowing of money from the account
  • Fraud and embezzlement
  • Misappropriation of funds
  • Misleading or predatory lending practices

Our firm has successfully handled trust and estate litigation matters as wells lawsuits against major banks and other fiduciaries. Our experienced trial lawyers are adept at resolving disputes through negotiation and settlement, but are always prepared for litigation when necessary.

Contact Kaufman & Forman, P.C., to Discuss Your Situation

To obtain top-tier legal representation, contact us online or by telephone at 678-957-7769 to set up a consultation . One of our attorneys can assess the alleged breach of fiduciary duty and lay out an array of options for moving forward.