RMO Case Results
At the core of RMO LLP is a commitment to protecting people, preserving legacies, and delivering meaningful results for beneficiaries and families facing trust and estate disputes. Nothing reflects that commitment more clearly than our proven record of success in trust and probate litigation matters.
Our work goes beyond achieving favorable legal outcomes. We help clients navigate some of the most emotionally and financially significant challenges of their lives with clarity, strategy, and confidence, allowing them to secure resolution and move forward sooner.
Whether handling inheritance disputes, trust contests, fiduciary misconduct claims, or contested estate matters, RMO LLP brings deep experience across the full spectrum of trust and probate litigation. That experience, combined with a thoughtful and strategic approach, allows us to effectively manage the complexities and sensitivities these high-stakes matters demand.
Trust Litigation Case Results
Our trust litigation attorneys have secured successful outcomes for our clients across a variety of difficult trust disputes through mediation, negotiation, and courtroom litigation to obtain the recourse they are owed.
- Trust Litigation
- 3 min read
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): [...]
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): […]
- Trust Litigation
- 3 min read
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 [...]
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 […]
- Trust Litigation
- 3 min read
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 [...]
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 […]
Probate Estate Litigation Case Results
The team of probate and estate litigation attorneys at RMO has brought relief to countless clients in contentious estate matters through advocacy in the courtroom, as well as in mediation and negotiation proceedings, so they can secure their rightful inheritance and move on with their lives.
- Probate Litigation
- 3 min read
RMO Case Spotlight Restoring Homestead Rights & Securing Justice for a Displaced Surviving Spouse Snapshot Client’s Capacity: Surviving Spouse Client’s Goals: Reclaim homestead rights [...]
RMO Case Spotlight Restoring Homestead Rights & Securing Justice for a Displaced Surviving Spouse Snapshot Client’s Capacity: Surviving Spouse Client’s Goals: Reclaim homestead rights […]
Conservatorship & Guardianship Case Results
Our conservatorship attorneys have achieved significant results in contested conservatorship matters, both inside and outside the courtroom, helping protect vulnerable individuals, preserve their well-being, and safeguard the interests of their loved ones.
- Conservatorship & Guardianship
- 3 min read
RMO Case Spotlight Guardianship Secured in Protection of Elder Snapshot Client’s Capacity: Guardian of the Person Agent under a financial power of attorney Trustee [...]
RMO Case Spotlight Guardianship Secured in Protection of Elder Snapshot Client’s Capacity: Guardian of the Person Agent under a financial power of attorney Trustee […]
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Contact RMO LLP for a free consultation. Discuss your case with our experienced team of trust litigation, probate litigation, and conservatorship attorneys.
A Proven Track Record of Success
With attorneys across California and Texas, RMO LLP has secured favorable outcomes for clients in a wide range of trust, estate, conservatorship, and probate litigation matters. Drawing on diverse legal backgrounds and decades of combined experience, we advocate strategically and relentlessly to protect our clients’ interests at every stage of a dispute, whether through mediation, negotiation, or trial.
From recovering millions of dollars in trust and estate losses to securing conservatorships that protect vulnerable loved ones, our team works closely with each client to pursue solutions that are both effective and meaningful. We understand the personal and financial stakes involved in these matters and are committed to delivering results that provide clarity, protection, and long-term peace of mind.
Serving Clients in California and Texas
RMO LLP maintains a broad and growing presence with eight offices nationwide, including six throughout California, in Los Angeles, Orange County, San Diego, Fresno, the Bay Area, and two offices in Texas, in Dallas and Houston. Each RMO LLP office is led by a trusted and experienced attorney with a strong reputation within their local legal community and a proven track record of success in trust and estate litigation matters.
Our attorneys are deeply familiar with the courts, procedures, and dynamics unique to their jurisdictions, allowing them to advocate strategically and effectively for clients in complex disputes. Through consistent results, respected courtroom advocacy, and strong relationships within the legal community, our team has earned a reputation for delivering sophisticated counsel in high-stakes trust, probate, and conservatorship matters.
Core Values
We secure better results for our clients by staying true to our principle of Never Losing Sight of Who You Are, Your Goals, or Your Bottom Line. We protect people like you every day, and we do so by taking the time to hear you, understand the context and unique family dynamics in your case, and develop a real-world strategy in pursuit of your best possible outcome. This commitment means you get a result that adds to your bottom line and secures peace of mind.
All of our work is guided by these values:
Lead with Integrity
We are unwavering in our commitment to doing the right thing, always and without exception. Our team holds itself to the highest standards, with our actions reflecting our deep respect for our clients, communities, and ourselves and striving to earn trust through accountability and transparency.
Precision-Driven Results
We strive for excellence in everything we do. Our disciplined, focused, and intentional approach allows us to deliver meaningful results while working tirelessly to protect the reputation we have earned.
Stronger Together
Collaboration is the center of everything we do. We achieve the best outcomes by working closely with our clients, communities, and team as we build innovative legal strategies to create stronger bonds and deliver more fulfilling results.
Frequently Asked Questions
What trust and probate litigation services does RMO provide?
RMO provides a range of trust and probate litigation services that include legal guidance, administrative support, and representation in matters related to trust accounting, trust administration, inheritance disputes, trust contests, will contests, breach of fiduciary duty lawsuits, and more
We also provide legal guidance and representation in matters related to conservatorships and guardianships. During an initial consultation, we will discuss the levels of support we may be able to provide for your case and the unique circumstances surrounding it.
How do I know if I have a strong case?
The first step to identifying the strength of your case is assessing whether you have both standing to bring forward a case and grounds for a dispute. Standing means that you have a financial stake in the outcome of the trust. Grounds for a dispute mean that you have a factual basis for disputing the validity of the trust, will, or estate administration process, which may include reasonable suspicion of undue influence, fraud, forgery, lack of capacity, or breach of fiduciary duty.
Once you determine you have a legal foundation for your case, you can evaluate the strength of the evidence necessary to prove your case. The best way to determine the strength of your case is to discuss your case with an experienced attorney.
Who does RMO represent in trust and probate litigation cases?
We represent beneficiaries, legal heirs, spouses, creditors, trustees, estate executors, and estate administrators in trust and probate litigation cases. We also provide legal guidance to conservators and guardians navigating financial elder abuse cases or the establishment of these arrangements in trust litigation, probate, and related matters.
Does RMO provide free consultations for trust and probate litigation cases?
Yes, we offer free consultations for trust and probate litigation cases to provide insight into your legal options. Contact us to schedule a consultation, and a member of our Client Relations team will reach out to gather additional information regarding the parties in your case and schedule your consultation.
What determines a successful outcome in a trust contest?
Success in a trust contest can be a difficult metric to define. The outcome also depends on the circumstances of your case and the legal options available to you.
For some, success means winning the contest completely, while for others, it means receiving a larger share of an inheritance than they expected to receive previously, without spending considerable amounts on legal fees.
A detailed conversation with an attorney is the best way to set expectations for your case, evaluate your potential outcomes, and determine the most appropriate legal strategy for your case.
How long do probate litigation cases typically take in California or Texas?
The timeline for probate litigation cases can vary widely depending on the case, the circumstances involved and the complexity of the estate. During an initial consultation, our attorneys may be able to provide more insight into what steps are necessary to pursue your most favorable outcome and the potential timelines you can expect to carry out these steps.
Can I recover attorney's fees in a breach of fiduciary duty case?
Yes, you may be able to recover attorney’s fees in a breach of fiduciary duty case, depending on the outcome of the legal matter you file, contingent upon the strength of the case you present and the evidence available to support it if you sue a trustee, executor or estate administrator and win in court with overwhelming evidence that the trustee or executor breached their fiduciary duty.
Are trust litigation settlements and case outcomes public record?
Trust litigation settlements and case outcomes are a matter of public record when filed with the courts. Disputes settled through negotiation or mediation avoid becoming part of the public record, whereas if a dispute is raised in court, the case becomes public record.
A key distinction between trust litigation and estate litigation settlements is that the probate process is a matter of public record from the outset, whereas trust administration is not, unless a dispute is filed with the courts.