Rule 4:28-2 Claims by or Against Fiduciaries

A fiduciary is someone who manages money or property for another person, like a trustee, executor, or guardian. When a fiduciary is part of a lawsuit, claims related to their role as a fiduciary can be combined with personal claims against them without asking the court for permission, as long as those personal claims connect to their fiduciary duties.

If someone wants to combine fiduciary claims with personal claims that have no connection to the fiduciary role, they need to get the court's approval first. This keeps related legal matters together in one case while still giving the court oversight when the claims are less directly connected.