Fiduciary Litigation

Effective Pennsylvania Fiduciary Litigation Attorney

A fiduciary owes the highest duty to the principal or the beneficiaries of the will, trust, or estate; and fiduciary duty and ethics are increasingly being scrutinized. There has been a significant increase in fiduciary litigation related to the breach of fiduciary duty. The Law Offices of Stephen G. Welz, P.C., in Reading, Pennsylvania, is committed to handling fiduciary litigation.

A Focused Approach to Fiduciary Litigation

A fiduciary is anyone responsible for the proper handling financial matters relating to a will, trust, estate, or a disabled person. Breach of fiduciary duty can stem from negligent or intentional actions. The incompetent management of a trust can be a cause of action as can intentional actions that enrich the fiduciary at the expense of the estate or beneficiaries.

Fiduciaries are required to be vigilant in guarding and distributing the assets they are responsible for managing. Some examples of the breach of fiduciary duty include:

• A trust company charging an unreasonably large fee
• A trustee paying duplicate bills
• In appropriate investments made on behalf of a trust
• Selling real estate for less than market value
• Acquiescing to the wishes of a co-trustee rather than diligently protecting the interests of the estate or trust
• Using a power of attorney to misappropriate funds
• A fiduciary that profited from the management of a trust at the expense of the beneficiary
• Failure of a fiduciary to make distributions to beneficiaries
• The financial exploitation of a trust established for a disabled person or vulnerable adult

Stephen G. Welz, our principal attorney, is dedicated to protecting the financial interests of clients in cases involving fiduciary litigation. He recognizes that these are complex cases and, when necessary, employs the expertise of accountants and forensic accountants to track the assets of trust or estate. Our firm is committed to ensuring that fiduciaries are held to the highest standard of responsibility and ethics.

Contact a Pennsylvania Fiduciary Litigation Lawyer

Please contact the Law Office of Stephen G. Welz regarding the breach of fiduciary duty. Our firm can be reached by phone at 610-378-5272, by e-mail, or by filling the in-take form on our Contact page.