Daily Law Group
P 949-612-2743

Fiduciary Law Archives

When fiduciary negligence affects your trust income

The trustee your parents chose to manage their California estate on your behalf has been taking care of things for years, but recently, your income has dipped, and it appears that there is a problem with some of the investments that have been made. We at the Daily Law Group often review circumstances involving trusts for clients to determine if trustees have been negligent in fulfilling their fiduciary duties to the beneficiaries.

Addressing the breach of fiduciary duties

When someone acts as a fiduciary agent, such as a trustee, they have a tremendous responsibility. Unfortunately, some people in this position fail to abide by their fiduciary duties and violate the rights of beneficiaries, creating a number of problems for beneficiaries such as financial complications and stress. Our law office firmly believes that those who are struggling as a result of a fiduciary agent failing to abide by his or her obligations deserve justice. In some instances, legal action is necessary to hold a negligent fiduciary agent responsible.

Is your financial advisor actually a broker posing as an advisor?

You may know that a financial advisor is someone you hire to help you manage your assets—someone who picks investments that are right for you. Advisors are fiduciaries, meaning they have a legal responsibility to act in your best interest.

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Phone: 949-612-2743
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