Fiduciary Advice & Counsel

Fiduciaries have unique responsibilities beyond administering and managing the funds in a trust or estate. This privileged role requires that the fiduciary remain impartial and follow meticulous standards while also maintaining a positive relationship and effective communication with beneficiaries. Despite a fiduciary’s best efforts to meet these standards and discharge their duties well, the fact is that where there is significant wealth, conflict is more likely to take root.

Jackson Walker Trusts & Estates attorneys counsel personal representatives, trustees, agents under powers of attorney, and guardians on the specifics of administration, including minimizing taxes, what qualifies as a prudent investment, and distributing assets as appropriate. We also advise fiduciaries generally on how to optimally carry out their duties, avoid litigation, and resolve disputes. Jackson Walker attorneys regularly guide individual and corporate fiduciaries about the best practices to avoid allegations of self-dealing or other breaches of fiduciary duty.

Our experienced Litigation, Tax, and Trusts & Estates attorneys work together to represent fiduciary clients in disputes about control of family businesses, will contests, guardianship matters, breach of fiduciary duty cases, and other litigation associated with the administration of estates, trusts, powers of attorney and guardianships. We also represent individual and corporate fiduciaries embroiled in IRS disputes.

Chambers High Net Worth Family Office 2024

July 18, 2024

Family Office Practice Recognized in Chambers High Net Worth Guide; Sarah Patel Pacheco Ranked for High Net Worth Disputes

Chambers and Partners, the world’s leading independent professional legal research company, has recognized Sarah Patel Pacheco and our Family Office practice in its High Net Worth Guide for 2024.

Skyline of the city of Houston

January 10, 2022
Attorney News

Jackson Walker Welcomes Wealth Planning and Fiduciary Litigation Group to Houston

Jackson Walker is pleased to announce the arrival of five Houston litigators focused on probate, trust, and fiduciary litigation. The team is led by Sarah Patel Pacheco and includes Kathleen Tanner Beduze, Joshua R. Flores, Joe R. Savoie, and Jocelyn Thibodaux Slater.

Fast Takes-Scott Schepps

April 17, 2020

Estate Planning Opportunities During an Economic Downturn

Jackson Walker partner Scott Schepps walks through some of the tools available to help mitigate the damages and help reduce the tax burden on the estate.

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