Partner, Stephen Brodsky references a recent chapter he authored from a book he entitled, Litigating Fidcuciary Duty Claims published by the American Bar Association. Stephen was interviewed in March on a recent podcast appearance of “Life Unlimited” with Larry Heller,CFP from Heller Wealth Management. The episode covers off on definitions that define the differences of Fidcuciary and Non-Fiduciary in the role between investment advisor versus broker and dealer. To listen to the podcast in it’s entirety click here
For more information on the book and how to order read below:
Summary of the full publication below:
Litigating Fiduciary Duty Claims is written to provide guidance regardless of which party (plaintiff or defendant) the lawyer represents. Topics covered include an explanation of what a fiduciary duty is and what triggers the duty; direct and derivative claims; claims involving majority shareholders, limited liability companies, partnerships, trusts and estates, the government, lenders, and financial professionals; insuring breach of fiduciary duty claims; and more. Regardless of the details of your case, this book is a great place to start.
For more information on the entire book entitled Litigating Fiduciary Duty Claims or to order the book click here