Successfully Represented a Trustee Against Claims of Improper Management and Investment of Trust Assets

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Overview

SmithAmundsen represented a trustee against claims of improper management and investment of trust assets. The beneficiaries brought suit against the trustee alleging that the trustee failed to properly invest trust assets resulting in significant losses. We relied on the business judgment rule and ultimately prevailed. The case involved numerous experts on both sides and significant financial acumen. 

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