Item: Czepiga Daly Pope & Perri LLC
Rating: 5
Author: J.G., Greensboro, GA

Trust Litigation

Do you believe that a trustee is not properly managing the assets of a trust that was part of a loved one’s estate? Are you a trustee who has been accused of mismanaging a trust? These disputes can be resolved through trust litigation, a process that can be very complex.

If you are acting as a trustee for the first time, you may understand the general nature and scope of your fiduciary responsibilities, but you need to make sure you understand the areas that can present problems and cause you lots of stress, including the details of asset management, financial performance, accounting and reporting.

We’ll help protect you from liability issues and we’ll find ways to resolve disputes related to:

Breach of fiduciary duty
Conflict of interest
Waste or mismanagement of trust assets
Misappropriation of trust assets
Assessment of a surcharge as a result of damage to the trust
Failure to make timely accounts or reports
Replacement of the trustee

Trust beneficiaries must rely on the competence and honesty of others to enjoy the full benefit of their rights. When a trustee's performance falls short of what's required under the law, the beneficiaries are entitled to bring claims in probate court.

Pursuing trust litigation may help you recover losses due to waste, neglect, dishonesty or errors in the interpretation of the terms of a trust.

To learn more about how we can protect your interests as a trustee or resolve a dispute that impacts your rights as a beneficiary, contact us today.

Related Information:
Trouble With an Untrustworthy Trustee?
Can a Trust Protect the Trustee from Wrongdoing?
How to Protect Your Beneficiaries From a Bad Trustee
Special Needs Trusts: Who Should Be Trustee?

★★★★★

“I cannot find the words to thank all of you properly for your hard work and perseverance. It is a great relief to have gotten a just and proper ruling from the court. All of you have shown great professionalism and concern for the issues I brought before you.” J.G., Greensboro, GA

“All dealings have been excellent. Very professional organization. Great explanations of our options related to preparing a will. Clear, concise, great guidance and not trying to "sell us" on something we do not need. Administrative folks were super. All of our related paperwork was clearly tagged with what we needed to provide/sign/read /etc. Made things easy. Nice work.” L.G., Berlin, CT

“We loved working with your firm and really trust the advice. You have a well-deserved reputation and it was nice to check off a number of things that had been on our To-Do list. Although it's hard to make the time to take care of some of these matters, it is a great relief when you do so. I would definitely recommend your firm to anyone in need of the services that you provide.” L.M., Simsbury, CT

Everyone at the firm were consummate professionals. We felt completely comfortable with their guidance and were impressed by their compassion and commitment to us. R.H., Canton, CT

The attorney who served us was kind, thorough, and very responsive. He pointed out some issues in my mother's documents that could have been problematic down the road. After my mother passed, everything was as seamless as possible - a true gift at a time when life and death decisions were being made and emotions were overwhelming. J.B., Cromwell, CT

Great service, was on top of everything. I'm glad they were there to help us though a tough time. J.M., Farmington, CT

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