Representing Beneficiaries Throughout Florida in Trust Mismanagement Disputes
Many of these cases are governed by Florida's Prudent Investor Rule. In short, the rule states that trustees or other fiduciaries must manage the accounts in a way that "a prudent investor" would manage his or her own money. The critical issue is the conduct of the trustee rather than the actual performance of the portfolio. As long as the strategy was sound, it can be found to be prudent even if it was not successful.
It is important that you have an attorney who knows the Prudent Investor Rule and how Trustees mismanage trusts and with the experience necessary to protect your interests. The Law Offices of Robert Wayne Pearce, P.A., with its principal office located in Boca Raton, Florida has successfully represented beneficiaries for many years in these cases.
Representing clients throughout Florida and nationwide.
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Aggressive Attorneys Who Recover Losses in Mismanaged Investment Accounts Nationwide
A trustee or other fiduciary has a responsibility under the law to manage trusts and other investment accounts in a prudent fashion that is consistent with the accounts' stated goals and terms. Mismanagement of these types of accounts can result in significant financial losses for the beneficiaries and can lead to complex legal disputes.
In some cases, the trustee is a financial professional who makes the investment decisions personally. In others, he or she is essentially an administrator who hires a qualified professional to manage the accounts. Attorney Pearce will thoroughly review your case to determine if there were mistakes made and who was responsible and seek recovery of the losses you have suffered as a beneficiary.
Schedule Your Free Initial Consultation With a Trial Lawyer Who Has Recovered Losses Due to the Mismanagement of Multi-Million Dollar Trusts
For dedicated representation by a law firm with substantial experience in all kinds of trust mismanagement disputes, contact The Law Offices of Robert Wayne Pearce, P.A. by phone at 561-338-0037, toll free at 800-732-2889 or via e-mail. We can also arrange a meeting with you at offices located in Boca Raton, Fort Lauderdale, Miami and West Palm Beach, Florida and elsewhere if we believe you have a viable case.