Trust and Estate Litigation

Lord & Lindley - Lawyers in Charlotte NC

Creating a Successful Wealth Management Plan: Is a Corporate Trustee Right for You?

June 4, 2015

     As the aging baby boomer generation reaches retirement age and beyond, their wealth management decisions will significantly influence the demand for fiduciary services. Twenty-first century technology makes it easier than ever to retrieve up-to-date financial information and self-help investment guides. Accordingly, baby boomers and subsequent generations are more financially sophisticated than their parents,…

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Kissing Cousins: Breach Of Fiduciary Duty and Constructive Fraud

May 20, 2015

Breach of fiduciary duty and constructive fraud are probably the most conflated causes of action in fiduciary litigation.  If you can’t readily discern between them, you’re in good company—many practitioners allege them in tandem as a single claim for relief, and a number of opinions from our appellate courts treat them likewise.  Breach of fiduciary…

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