Fiduciary Law Trends 2021Fiduciary Law Trends 2021

It’s been quite a year health and politics wise. Due to countless shutdowns in the courts, there were less reported cases. But, like in previous years, of the reported cases, there was no shortage of fascinating ones. The following notable cases highlighted developments we witnessed in the fiduciary field.

Elder Abuse 

Breach of fiduciary duty in wealth management. Although this case wasn’t litigated in a court of law, it offers a warning to those who entrust significant sums of money to family members. The “plaintiff” in this matter alleged that her two grandsons and the wealth management firm they worked for at the time charged her large commissions and invested in inappropriate investments without her knowledge. This matter was brought ...