Heirs and beneficiaries may seek to remove a fiduciary of an estate or trust in which they have an interest. Removing a fiduciary can be challenging, but in some cases it is the necessary course of action. In other cases, the effort to remove the fiduciary can be misguided or even fraudulent. Each situation is unique and requires the evaluation of an attorney with the knowledge and experience in all types of estate matters. In matters relating to a contested accounting, it is particularly important to have an attorney who understands the accounting proceeding.
At the law firm of Sweeney, Reich, & Bolz LLP, our attorneys represent petitioners and respondents in matters arising from contested accountings. We also defend fiduciaries against ill-advised or wrongful efforts to contest the accounting. In either case, clients know that our attorneys will provide them with effective and aggressive representation, taking on cases that other law firms will not.
When beneficiaries of a trust or estate seek to contest the accounting, the most common grounds cited are: