Trusted Los Angeles Litigation Attorney
Those entrusted to be the executor or trustee of someone’s will or trust have an obligation to discharge the specified duties in the interests of the beneficiaries.
When a trustee fails in this regard, whether through inexperience or criminal behavior, they can be held liable. If you have been wronged as a beneficiary, you need to consult with a skilled Orange County civil litigation attorney who can uphold your rights.
You can trust Oaktree Law to put the wealth of our experience and resources to work for you when you are dealing with a financial or litigation matter. We are A+ rated by the Better Business Bureau because we listen to our clients before fighting for their best interests. We know how to win cases big and small, so look to us no matter what you are dealing with.
Seasoned Litigation Attorney Serving Los Angeles
If you believe the executor or trustee has not been dealing with you fairly, or if you are in such a position and accusations of misbehavior have been leveled against you, Oaktree Law can help.
Typical allegations involved in breach of fiduciary duty include:
- Fraud (stealing money or assets)
- Not supplying information asked for from beneficiaries
- Not keeping an accurate record of financial transactions
- Not following the laws governing how an estate is administered
- Ignoring the best interests of the beneficiaries while pursuing self interests
- Not performing duties related to the administration of the estate as per their obligation
The process of settling someone’s estate can be a very anxious time for beneficiaries. Our Los Angeles civil litigation attorneys understand this and can examine your case to identify any breach of duty on the part of the executor. Conversely, if you have been charged with managing a trust and have been accused of misappropriating the funds by a beneficiary, you need to call Oaktree Law to protect yourself from such charges.
We Represent All Manner of Cases Involving Fiduciary Duties
Other actors have fiduciary obligations, such as:
- Investment advisors
- Real estate brokers
- Mortgage brokers
- Corporate board members
Clients have the right to the best efforts on the part of the fiduciary in exercising their skill and diligence on the client’s behalf, and fiduciaries are held to a certain standard to act with integrity and never to benefit themselves personally.
Those who have breached their fiduciary duty to you can be held accountable by law with the help of a dedicated Orange County civil litigation attorney. Those wrongly accused of breaching their fiduciary duty can likewise secure reliable representation to defend themselves from baseless charges.
Speak with Oaktree Law and get the legal counsel you need — (562) 219-2979!