Case Studies
J.S. Held Acquires Clark Seif Clark, Strengthening West Coast Capabilities for Environmental Claims, Disputes, and Catastrophe Response
Read MoreAn elderly client with a multi-million-dollar estate is enjoying his twilight years.
The trust faced complex issues that the trustor could not resolve on his own. The trustor’s counsel recommended hiring our experts to ensure professional management of the substantial trust.
Our experts oversaw the client's financial management, taxes, and asset management as his private fiduciary-trustee. Upon appointment as trustee, we collaborated with the trustor, counsel, and beneficiaries to quickly resolve wealth distribution issues, outstanding litigation, and tax matters pursuant to the client's revocable trust.
Obstacles & Our Solutions
David Stapleton, CPA, CLPF
Senior Managing Director
Strategic Advisory Practice
+1 213 235 0601
[email protected]
> Fiduciary Services
We deliver unbiased, expert solutions in court-mandated and out-of-court situations that demand a third-party fiduciary, including insolvency, fraud, litigation, and shareholder disputes. When companies are in financial distress, become entrenched in complex disputes, or fraud is suspected, lenders, attorneys, and regulatory agencies recommend that federal and state courts or boards of directors appoint our experts as fiduciaries.