Challenge the amount of trustee’s and trust attorney’s fees
Case Summary: Alan represented the beneficiaries of a trust, which was administered for more than 15 years. When the trust was to be liquidated, the trustee provided a proposed accounting and asked that the beneficiaries sign off on the accounting. Alan noticed that the fees for the trustee’s and trust attorney’s services seemed exceptionally high, and Alan filed suit on the beneficiaries’ behalf to challenge the amounts. The parties agreed to arbitrate the matter, and the arbitrator, following a hearing, reduced the requested fees by more than 50 percent.
