Fiduciary Representation & Litigation

Whether advising a trustee appointed in bankruptcy/receivership proceedings, a state court assignment for the benefit of creditors, or trust and estate disputes, our team members bring the necessary experience and business acumen to optimally advise fiduciaries—or serve in a fiduciary role ourselves. We also recognize the emotional aspects of fiduciary duties and integrate this understanding into our approach.

We fully comprehend the importance and the need for diligence and know how to avoid unnecessary disputes, especially in emotionally charged situations. We proactively work toward collaborative resolutions for sensitive matters, offering thoughtful yet assertive guidance to navigate the nuanced world of fiduciary duties. Our dedication to our clients’ primary goals includes assisting in managing conflicts of interest, working collaboratively with all stakeholders, making informed decisions, and maintaining transparency.

We leverage our extensive experience to help fiduciaries successfully fulfill their responsibilities, providing counsel that considers both the current and future consequences of a particular situation. Our team is committed to delivering innovative solutions to help ensure our clients achieve the results they require. Our goal is to fully address each client’s specific needs and provide maximum advocacy for their position.

Our fiduciary-related counsel on behalf of corporations, individuals, and institutions includes:

• Wills and trusts: Working with trustees, executors, or beneficiaries dealing with complex assets, providing strategic support for family businesses in transition, or managing guardianship concerns
• Bankruptcy trustees and CROs: Collaborating with Chapter 7 and 11 appointees, plan and liquidating trust trustees
• Receiverships: Assisting court-appointed receivers in handling the complex duties involved in restoring a troubled company’s profitability and/or maximizing value for creditors and other stakeholders
• Fiduciary litigation: Representing fiduciaries and beneficiaries in all types of litigation arising from fiduciary mismanagement disputes, including corporate to trust disputes. We also have extensive experience representing neutral or special committees on corporate boards, including audit and special litigation committees, as well as advising on the formation of same and managing the company’s interactions with such committees
• Corporate fiduciaries: Advising on corporate fiduciary responsibilities, including regulatory matters, compliance issues, corporate governance, shareholder relations, and conflicts of interest