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Trust & Estate Litigation

The financial professionals who participate in or assist unlawful conduct regarding securities and other financial transactions may have liability for your investment losses. Accountants, CPAs, attorneys, trustees, title companies, and others who are involved with a securities offering, or purporting to conduct due diligence of an investment, preparing financial statements and financial information disclosures for investors, drafting private placement memoranda or other disclosure materials, or making unlicensed investment recommendations, are all some of the ways these non-broker professionals may be liable under state or federal securities laws.

Trust & Estate litigation also includes trust and estate disputes regarding mishandling of trust or estate assets. A trustee or personal representative has fiduciary responsibilities to properly handle trust or estate assets. Our attorneys also handle claims relating to contested estate planning documents, mismanagement of assets, and disputes among beneficiaries.