When a person passes away, his or her assets must be distributed to the rightful heirs and/or beneficiaries. Probate is the judicial or court mechanism by which this occurs when someone has no will, has a will, or has a trust but failed to fund all assets into that trust, leaving them subject to probate. …
There are few probate and trust situations as emotional as Financial Elder Abuse. Adding money, inheritance, and other assets to an abuse situation can become overwhelming for victims and families. At RMO Lawyers, we protect clients faced with difficult elder financial abuse situations everyday. Here’s a guide. “What is elder financial abuse?” Elder financial abuse …
LOS ANGELES – May 1, 2019 – Southern California-based law firm RMO LLP announced today that Partner Sean D Muntz, who oversees the firm’s Orange County office and is the firm’s Practice Management Chair, has been named to the 2019 Southern California Super Lawyers list, an honor reserved for those lawyers who exhibit excellence in …
RMO LLP Partner Sean Muntz Selected to 2019 Southern California Super Lawyers Read More »
LOS ANGELES, Apr. 25, 2019 /As featured in Los Angles Business Journal / Download PDF At the Los Angeles Business Journal, our ears are always to the financial ground, and there are a number of questions that we’ve been hearing repeatedly from readers navigating the wealth management landscape. To take a closer look at the latest concerns …
Power of attorney grants the holder (the “agent”) to act on the behalf of another person (the “principal”), for the sake of their best interest. It is an important role when a person becomes incapacitated, or otherwise is unable to make legal, financial or health decisions on their own. A principal can grant as many, …
Curious about wills? Need a living will? Looking for an estate planning attorney? From California to Florida, this guide will help. We’ll cover various types of wills, why you might be interested in them, and then how you might be able to go about creating one – either with an estate planning attorney or will …
7 Types of Last Wills – Living Wills, Forms, and Templates Read More »
Any relationship between two parties in a transaction where at least one of the parties is required to act in good faith and for the benefit of the other party is said to be a fiduciary relationship. One of the most common examples of this is that a lawyer retained by a client, the attorney …
If you are the beneficiary named in a will or a trust in California, you have several rights and responsibilities you should consider as you move through the process of settling an estate: Know your rights for your particular situation. Not all wills and trusts are the same. And not all beneficiaries are entitled to …
Know your rights as a will or a trust beneficiary Read More »
When a person passes away and a trust document is in effect, the trust will have to be administered according to the wishes of the settlor (originator) of the trust. Trust administration has many steps in it and often, an attorney is called upon to not only set up the trust, but to administer it …
PRACTICE AREAS Trust & Probate Litigation We represent beneficiaries, heirs, administrators, executors, trustees and conservators/conservatees in cases involving disputing a will or trust, claims of breach of fiduciary duty, fiduciary misconduct and fraud, investment mismanagement, financial elder abuse, incapacity, and undue influence. Schedule Free Consultation TRUST LITIGATION Trust Contests & Disputes Contesting a trust, disputing …
Probate Lawyers& Trust Attorneys At RMO, our probate lawyers and trust litigation attorneys have the experience to effectively assist beneficiaries, heirs, families, and clients. Our attorneys have been recognized by SuperLawyers, AVVO, and Martindale-Hubble as the best in Los Angeles, Orange County, San Diego, Kansas City, Ventura, Houston, and Miami. Scott Rahn Founding Partner Sean …