Fiduciary & Beneficiary Disputes
Fiduciaries (executors, trustees, and personal representatives) carry significant responsibilities, and beneficiaries depend on them to carry out those duties honestly and transparently. When disputes arise, they can strain family relationships and put valuable assets at risk. At Giles Law, we represent both fiduciaries and beneficiaries in these conflicts, ensuring fairness, compliance, and accountability.
Common Fiduciary & Beneficiary Disputes
- Requests for accountings and transparency
- Allegations of mismanagement or self-dealing
- Disputes over discretionary distributions
- Conflicts over investment management
- Beneficiaries challenging valuations or expenses
- Fiduciaries defending their decisions or actions
Representing Fiduciaries
We counsel fiduciaries on how to fulfill their obligations lawfully and effectively. When accusations arise, we defend them against claims of breach of duty, demonstrating that actions were in compliance with Arizona law and the governing documents.
Representing Beneficiaries
We ensure beneficiaries receive the information and distributions they are entitled to. If fiduciaries fail to provide transparency or misuse assets, we advocate aggressively to protect our clients’ inheritance rights.
Our Approach
We strive to resolve disputes through negotiation and mediation when possible, preserving relationships and reducing costs. However, when litigation becomes necessary, our attorneys provide strong courtroom advocacy backed by decades of probate litigation experience.
Why Choose Giles Law
- Balanced experience representing both fiduciaries and beneficiaries
- Proven track record in probate and trust disputes
- Compassionate, practical guidance during emotionally charged situations
- Skilled litigators prepared to defend or pursue claims in court