Duty, Loyalty, and Trust - these are three hallmarks of the fidiciary relationship.
Barley Snyder's Fiduciary Litigation Group represents individual or institutional fiduciaries or beneficiaries in matters involving breach of fiduciary duty, estate and gift taxation, will contests, challenge to fees and commissions, investment decisions and results under the Prudent Investor Rule, duty of loyalty, and trust matters under the Uniform Trust Act, including trust modification and reformation, estate administration, ERISA, guardianships, power of attorney, charitable trusts, charitable foundations, and trustee removal and surcharge.
Our Fiduciary Litigation services extend to working with trust officers, estate administrators, financial institutions, advisors and brokers, corporate ficuciaries, and investment and services companies. We:
- Assist in compliance with statutory and common law duties of loyalty owed by professional fiduciaries to their clients.
- Understand the nuances of the law and how professional fiduciaries serve their clients.
- Represent all types of charitable organizations to work through issues and disputes and resolve litigation.
- Represent individuals who have been harmed by individuals or entities who have breached their fiduciary duties.
Representative Experience
- Regional and national corporate fiduciaries in surcharge actions involving breach of fiduciary duty and the duty of loyalty, investment strategy and return, as well as fees and commissions issues.
- Trustees in trust matters including reformations, Prudent Investor Rule challenges, and other issues arising under Pennsylvania's new Uniform Trust Act.
- Charitable organizations in cy pres proceedings.
- Individuals and fiduciaries in will and trust disputes and contests.
- Individuals and fiduciaries in contested guardianship proceedings.
- Individuals and fiduciaries in trust, estate, and power of attorney accountings.
- Individuals and fiduciaries in document interpretation and declaratory judgment actions.