Client Secures Fair Inheritance and Prevents Trustee’s Exploitation of Family Trust

RMO Case Spotlight Client Secures Fair Inheritance and Prevents Trustee’s Exploitation of Family Trust Snapshot Client’s Capacity: Trust Beneficiary Estate Value (Amount in Dispute): $1 million+ Client’s Goals: To assert her rights as a beneficiary, ensure fair distribution of the family trust, and protect her parents’ legacy from the trustee’s exploitation. Legal Issues: Breach of […]

Trust Dispute Won for Client Following Father’s Death

RMO Case Spotlight Trust Dispute Won for Client Following Father’s Death Snapshot Client’s Capacity:  Beneficiary and successor trustee of the trust Client’s Goals: To receive the assets intended by his father, reform the trust to reflect his father’s true intent, and remedy the mismanagement of the estate by the current trustee. Legal Issues: Estate planning […]

RMO Prevents Foreclosure and Secures Trust Asset for Beneficiaries

RMO Case Spotlight RMO Prevents Foreclosure and Secures Trust Asset for Beneficiaries Snapshot Client’s Capacity:  Beneficiary Client’s Goals: To prevent foreclosure, avoid probate, and ensure the family home was distributed to beneficiaries through the trust. Legal Issues: Heggstad petitionForeclosure Resolution:  Successful Heggstad petition granted, preventing foreclosure and allowing for the sale of the home. Proceeds […]

Case Result: $20M Trust Saved for Surviving Spouse

RMO Case Spotlight $20M Trust Saved for Surviving Spouse Snapshot Client’s Capacity:  Surviving Spouse Client’s Goals: Reclaim homestead rights and regain possession of his home. Legal Issues: Family violence allegations Homestead rights “Lady Bird” deed Community property Resolution:  Secured judgment affirming our client’s homestead rights and $50,000 in attorney’s fees. Judgment led to the expungement […]