PRACTICE AREAS · FIDUCIARY DISPUTES
Claims against trustees and fiduciaries, resolved without a public record.
In trust and fiduciary mediation, these disputes put family relationships, professional reputations, and the trust itself at risk. A private resolution protects all three.
MATTERS MEDIATED
Trustee & personal representative liability
Breach of fiduciary duty
Accounting challenges & surcharge
Trustee-removal petitions
Trust administration conflicts among beneficiaries
Guardianship & conservatorship matters
WHY THE BENCH MATTERS HERE
For ten years these were the cases he decided from the bench: trustee conduct, disputed accountings, removal petitions. In caucus, his read on how a court will weigh a fiduciary's actions carries the authority of someone who has made that ruling.
And because fiduciary allegations can end careers and divide families whether or not they are proven, the confidentiality of mediation is worth as much as the outcome. No filing, no docket, no audience.
Recent engagements include a multi-million-dollar trust and fiduciary dispute resolved in mediation.
“A fiduciary's conduct can be tested in a filing that never disappears, or in a room no one else ever sees.”
ALSO IN PRACTICE
Probate →ALSO IN PRACTICE
Complex Civil Matters →
EASTERN SHORE MEDIATION
P.O. BOX 1473 · FAIRHOPE, ALABAMA 36533 · (205) 531-1116 · JIM@EASTERNSHOREMEDIATION.COM