HomeEstate & Trust LitigationTrustsSurcharge

When the Trustee of a trust or the Executor or Administrator of an Estate fails to properly perform their duties, which causes a loss to the estate or trust, that fiduciary may be surcharged for the loss that was realized. Under certain circumstances, the fees incurred by the beneficiary who is bringing the surcharge action can be paid by the estate or trust or, in some exceptional circumstances, by the Personal Representative or Trustee who acted improperly.

CONTACT US (single pages)

Contact Us

Please do not include any confidential information until we verify that the firm is in a position to represent you and our engagement is confirmed in a letter