Claims Involving Estate Executors and Trustees

Kaufman & Forman, P.C. is well respected among our legal peers and by past clients in the area of  trust and estate litigation. Our lawyers have the experience and knowledge necessary to resolve these disputes in probate court, or before state and federal courts throughout the U.S.

Contact Kaufman & Forman, P.C., to schedule a consultation about any dispute involving a trust or estate. We have the experience and resources to resolve issues with estates in virtually any U.S. jurisdiction and even abroad.

Claims of Breach of Fiduciary Duty by Trustees and Estate Representatives

Trustees and estate representatives (executors) hold the highest duty that exists under Georgia law. These fiduciaries are required to act solely in the best interests of the estate and the beneficiaries of the estate or trust, and to refrain from acting with self-interested motives or engaging in self-dealing. They are also obligated to manage the estate or trust with an appropriate level of care and skill. If they fail to do so, beneficiaries may have a legitimate claim for damages.

Our attorneys can represent either the beneficiaries or the trustee or executor in the litigation of claims involving breach of fiduciary duty or a variety of other issues. Potential clients of KF who suspect wrongdoing on the part of a trustee or executor are encouraged to bring the matter to the attention of one of our attorneys as soon as possible. Common claims include:

  • Mismanagement of trust investments
  • Directing fund investments to benefit someone other than the beneficiary
  • Failure to keep fund accounts separate from other accounts
  • Refusal to pay out trust fund monies appropriately
  • Failure to minimize taxes or fees
  • Unauthorized borrowing from the estate or trust
  • Other conflicts of interest
  • Fraud and other criminal acts

We Can Handle Trusts and Estates in Multiple Jurisdictions, and Even Internationally

KF counts among satisfied clients in the area of trust and estate litigation individuals filing suit against major banks. Follow this link for a description of a major KF victory by a foreign national against an American bank acting as trustee.

Contact Kaufman & Forman, P.C., to Set Up a Consultation

Contact Kaufman & Forman, P.C., to schedule a consultation about any trust or estate dispute. We can ensure you know your rights and what options are available in your situation