Professional & Fiduciary Liability

Counsel Trusted by Professionals

Lurie, Zepeda, Schmalz, Hogan & Martin frequently represents professional services providers in disagreements with their clients over services rendered, fees owed or other issues related to professional and fiduciary duty.  We apply our extensive knowledge of professional and fiduciary responsibility and ethics to uncover the premise of the dispute.  Given the highly sensitive nature of litigation, we always remain sensitive to confidentiality issues while pursuing justice for our client.

Some of Our Professional & Fiduciary Liability Cases

  • Successfully defended an Am Law 100 law firm against allegations it had assisted a trustee in the breach of fiduciary duties.  Our client had represented the trustee in litigation brought by the trust’s beneficiaries regarding the development of real property in Rancho Cucamonga.  After an adverse decision against the trustee-developer in trial, a beneficiary, who had been appointed successor trustee, sued our law firm client to disgorge the fees paid to it by the former trustee.  Granted summary judgment on the grounds that the action was barred by the statute of limitations.  

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