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Fiduciary Litigation

  • Overview
  • Experience

Overview

In complex fiduciary disputes, we represent financial institutions, estates, trust management companies, individual trustees, and corporate trustees across the entire spectrum of state and federal fiduciary law.

Whether a complex ERISA claim, a contentious co-trustee dispute, or a beneficiary distribution challenge, Parker Hudson brings its broad base of fiduciary experience to resolve such matters effectively, successfully, and efficiently.

We have a proven track record of cost-effectively resolving these matters in our clients’ favor.

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Our approach includes:

  • Drawing on the insights and experience of the trusts, estates, and benefits attorneys in Parker Hudson’s Corporate and ERISA / Employee Benefits practice groups
  • Scalability to handle matters of any size
  • Offering flexibility and pricing discretion to efficiently handle more routine fiduciary legal matters, in addition to complex or multi-million-dollar claims
  • Making ourselves available to you as a go-to source for practical, “plain English” counseling and advice

Our knowledge and experience are Atlanta, GA-based, which distinguishes us from some of the larger law firms in this arena, which may assign Georgia-based clients’ cases to attorneys who reside or principally practice in major markets outside of Georgia (e.g. Los Angeles, New York, Dallas, Chicago, etc.).

Parker Hudson is proud of its Fiduciary Litigation team’s unblemished record of success in defeating multi-million dollar claims, as well as its robust track record involving fiduciary litigation on a more modest scale.

Experience includes:

  • Breach of Fiduciary Duty claims
  • Failure to Provide Accounting claims
  • Self-Dealing claims
  • Breach of Contract claims
  • Trust / Trustee disputes
  • Trustee/Co-Trustee disputes
  • Will and Estate disputes
  • Modification of Trusts
  • Allegations of fraud, undue influence, and/or lack of testamentary capacity
  • Allegations of conversion / misappropriation of corporate assets or opportunities
  • ERISA (Employee Retirement Income Security Act) litigation and counseling
  • Trust investment claims

Experience

  • Represented public company in action against former Senior V.P. for breach of fiduciary duty for conflicting interest transaction.
  • Favorably settled a hotly contested action involving complex securities derivative products for a national bank.

key contacts

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William J. Holley II
William J. Holley II

Partner

Nancy H. Baughan
Nancy H. Baughan

Partner

news & insights

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Nancy Baughan to Co-Chair GAR Live: Atlanta 2022 Conference


Jul 06, 2022

A New Law and a Novel Stance From the New Business Court: Two Reasons to Update Your Georgia Employment and Contractor Agreements


May 10, 2022

Parker, Hudson, Rainer & Dobbs is pleased to announce that Paul R. Barsness has been admitted to the partnership as of January 1, 2021


Jan 04, 2021
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26 Parker Hudson Attorneys Receive Honors From The Best Lawyers In America©


Aug 20, 2020

Parker Hudson Has 16 Attorneys Named As 2019 Georgia Super Lawyers and Rising Stars


Mar 18, 2019
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