A Position of Trust Comes With Real Accountability.

Breaching a Fiduciary Duty Carries Real Consequences

When Someone Entrusted With Others’ Interests Fails Them.

A fiduciary, an executor, trustee, conservator, or agent under a power of attorney, is held to the highest standard the law imposes. They must put the interests of the estate, trust, or person they serve ahead of their own, completely and without exception.

When a fiduciary breaches that duty, by self-dealing, mismanaging assets, taking improper fees, or outright theft, the consequences are serious. A court can remove them, order them to repay losses through a surcharge, and hold them personally liable for the harm caused.

We handle fiduciary litigation on both sides: pursuing fiduciaries who have breached their duties and caused harm, and defending honest fiduciaries against accusations that the facts do not support.

Where We Come In

• ✓ You suspect an executor or trustee of self-dealing
• ✓ Estate or trust assets have gone missing
• ✓ A fiduciary is mismanaging or taking improper fees
• ✓ You want a fiduciary removed and held to account
• ✓ You are a fiduciary facing breach accusations
• ✓ You need losses recovered from a breaching fiduciary

Breach of Fiduciary Duty

Pursue fiduciaries who violated their obligations.

Self-Dealing & Theft

Address fiduciaries who enriched themselves.

Surcharge Actions

Recover losses a fiduciary caused the estate or trust.

Fiduciary Removal

Remove a fiduciary who has breached their duty.

Defending Fiduciaries

Protect an honest fiduciary from unfounded claims.

Accounting Disputes

Resolve fights over a fiduciary’s accounting.

Listen

We start with your loss, the estate, and where things stand. We learn what you are facing.

Map the Steps

We lay out the filings, deadlines, and decisions ahead, so nothing catches you off guard.

File & Administer

We prepare court filings, inventories, and accountings, and handle the details correctly.

Stand By You

We stay with you through creditor claims, any disputes, and final distribution.

“Fiduciary breaches range from sloppy to shocking. On the mild end, an executor is careless with records. On the severe end, a trustee is quietly moving estate money into their own accounts. Because a fiduciary holds the highest duty the law recognizes, the remedies are strong: courts can remove them and surcharge them, meaning order them to repay what was lost out of their own pocket. I pursue those cases hard when the breach is real. But I also defend fiduciaries who did their honest best and got accused anyway, because that happens too, and the accusation alone can ruin a reputation.”

Background on Virginia Estate Planning and Trusts

More on the plans and trusts that name the fiduciaries an estate depends on.