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Fiduciary Litigation & Defense of Wills & Trusts


Fiduciary Litigation & Defense of Wills & Trusts

Holding Bad-Acting or Negligent Fiduciaries Responsible in Dallas and Fort Worth

A fiduciary accepts the role of protecting the assets of another individual and acquires fiduciary duties toward that individual. Fiduciaries are held to the highest standard of scrutiny in the law to act with utmost honesty and integrity in the exercise of powers and accomplishment of duties.

Trustees, guardians, executors and persons acting under a power of attorney hold a formal fiduciary relationship with their principal, which means fiduciary duties cannot be denied. An informal fiduciary relationship can be established by course of dealing and the reliance of a weaker or less sophisticated person, mentally or physically, upon another that is stronger and more sophisticated.

When a fiduciary abuses his or her position, it should not be tolerated. The fiduciary was trusted to protect you and your assets.  If they abuse that position, we believe fiduciaries should be punished and pay damages, depending on the circumstances. Our Dallas law firm can help you with lawsuits for and alleging:

  • Undue influence
  • Fraud
  • Forgery
  • Breach of fiduciary duty
  • Self-dealings
  • Theft of fiduciary property
  • Removal of powers of attorney

Spencer Law, P.C., has been assisting clients struggling with ruthless, careless, negligent and manipulative principals for nearly two decades. Recognized for our confidence in the courtroom and our effective results, our team of Dallas fiduciary liability attorneys is ready to help you in pursuing your fiduciaries and protecting your property.

Breaches of Fiduciary Duties are Unacceptable

Let us help you put misconduct to an end by taking legal action to protect your estate. Our attorneys will collaborate with you to evaluate what your fiduciary is doing and what duties your fiduciary may be violating or has violated in the past. If your principal does not respond to our requests for information regarding your assets or his or her questionable behavior, we will tenaciously work to recover any damages and attempt to remove your fiduciary from the position.

This can be an extremely onerous position to be in as a fiduciary in a courtroom because judges and juries are strict about applying the highest standard in civil law strenuously. The goal as a fiduciary is to try and resolve issues or errors with principals or beneficiaries because very few fiduciaries actually “win” a lawsuit filed against them as all presumptions are against them. When defense is required, hiring strong legal counsel to defend against such allegations and to attack and take the offensive after the burden shifts is crucial and is the difference between a reasonable outcome and disaster. We at Spencer Law, P.C. stand ready to confidently and stridently take control of the situation for you in an effort to achieve the best possible result. Our assistance may be needed when a fiduciary:

  • Fails to fully disclose all material facts that affect your interest as a beneficiary.
  • Refuses to provide any, non-privileged, information at your request.
  • Mismanages assets.
  • Misappropriates assets or funds.
  • Embezzles assets or funds.
  • Self-deals – uses property for his or her own benefit
  • Steals money
  • Refuses to distribute money to you.
  • Refuses to distribute money to you in a timely manner
  • Fails to protect assets
  • Fails to file an accounting, or fails to file a timely accounting
  • Refuses to disclose what is happening with administration
  • May be biased against you
  • Shows hostility toward you

Aggressively Litigating Your Post-Death Disputes

A power of attorney is a legal designation that allows a designated person, someone you trust to make important medical and financial decisions on your behalf now or in the event of your incapacitation. As it turns out, some people designated as an attorney-in-fact may abuse their position and cause undue harm to those people they were originally designated to help. Sometimes bad-actors, will use undue influence or fraud to obtain a power of attorney in their favor that they can then use to their advantage by self-dealing, conversion or to transfer real property to themselves or relatives.

At Spencer Law, P.C., our Dallas powers of attorney litigation attorneys have been holding negligent, careless and manipulative individuals accountable for more than two decades. We work tirelessly to restore those who have been taken advantage of by use of a power of attorney.

Defending You From False Accusations

Our team of estate, trust, guardianship and fiduciary litigation lawyers in Dallas recognizes those challenges people face when a person of trust abuses his or her position and power to the detriment of family members and loved ones. While it is likely straining on an emotional level, fiduciary misconduct can also cause serious damage to your estate. We, at Spencer Law, P.C., take such matters seriously and strenuously pursue fiduciaries to recover for all bad acts. Having successfully litigated complicated cases involving power of attorney abuse, our firm is fully prepared to help you overcome your disputes or protect those loved ones from careless or deceitful individuals.

We are also prepared to advise you, as a fiduciary, to avoid the difficult situation of having to defend your actions. But if legal defense is what is required, we are prepared to defend you, as a fiduciary, in a court of law if you are accused of improper conduct or believe that you acted within your fiduciary authority. Ignoring such accusations or hiring an inexperienced attorney can be devastating to your defense. Do not allow incorrect, misguided or false allegations to linger and put you at a disadvantage. Act now! Taking immediate action to address the complaints of your principal or beneficiary/beneficiaries is critical to putting yourself in the best possible position financially.

Call Spencer Law, P.C., Today

Founder R. Kevin Spencer, along with our team of lawyers, has more than 30 years of combined legal experience tackling complicated estate, trust, guardianship and fiduciary litigation cases throughout Texas. Fiduciaries are held to the highest standard in the law, and when they breach their fiduciary duties or are alleged to have breached their fiduciary duties, the burden shifts to the fiduciary to prove that the transaction or actions taken in the administration were fair to the beneficiary. Even actions taken by a fiduciary with good intentions that end in a bad result can subject a fiduciary to litigation or damages.

Spencer Law, P.C., invites you to contact our law office today to schedule a free consultation regarding your estate and trust matters. We are located in Dallas, Texas. We travel throughout the State of Texas to serve our clients. Our business hours are Monday through Friday from 9 a.m. to 5:30 p.m., and evenings and weekends by appointment. Ask us about our hourly fee and contingency fee arrangements.

Contact Us

For excellent and caring representation at reasonable rates, contact us today.

Estate worth in excess of $20,000,000.00 – Under the Will, our clients entitled to zero, settled and our clients received $3,000,000.00.

Hired to recover $100,000.00 in survivorship account dispute, settled and our client received $294,000.00.

In Contest to Trust Amendment, instead of Grandchildren receiving some small personal property, settled and our clients received $421,356,96.

Successfully set aside Will as invalid in $1,100,000.00 Estate.

Dallas and Fort Worth Estate Administration Attorneys · Dallas Probate Attorneys

Spencer Law, P.C., invites you to contact our law office today to schedule a free consultation regarding your estate and trust matters.

Call 214-965-9999 or email us. We are located in Dallas, but we travel throughout Texas to serve our clients. Our business hours are Monday through Friday from 9 a.m. to 5:30 p.m., and evenings and weekends by appointment. Ask us about our hourly and contingency fees.