LAW FIRM
Practice Areas
PRACTICE AREA
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, misfeasance and malfeasance in estate administration, investment mismanagement, financial elder abuse, incapacity, and undue influence.
PRACTICE AREA
Stepping into the role of “Personal Representative” to handle your loved one’s trust, will, or probate estate can be an overwhelming experience. We have decades of experience helping individual and institutional administrators, executors, and trustees fulfill all their duties efficiently and cost-effectively.
PRACTICE AREA
Financial elder abuse is one of the fastest growing areas of the law, affecting one of the most vulnerable sectors of our society. California’s elder abuse statutes provide extra protections to those 65 years of age and older who were victimized by the fraud or theft, most often a “loved one” who takes advantage of mom, dad, aunt, uncle, grandma or grandpa’s incapacity.
PRACTICE AREA
When your loved one is incapable of handling his or her affairs, whether financial or his or her own care, it may be time to consider establishing a judicial conservatorship of the person (the personal care of the conservatee) or conservatorship of the estate (the care of the conservatee’s finances), especially where your loved one may be the subject of financial or other elder abuse by someone.
PRACTICE AREA
While undue influence can be cited in numerous areas of law, including trust and probate litigation, under California Welfare and Institutions Code § 15610.70, undue influence is defined broadly as “excessive persuasion that causes another person to act or refrain from acting by overcoming that person’s free will and results in inequity.”
PRACTICE AREA
Power of attorney is a legal contract that gives a person, the Agent, the power to make legal decisions on the behalf of somebody else, the Principal. For example, a busy adult may give their financial planner a power of attorney to make financial decisions for them, including buying and selling stocks…
PRACTICE AREA
We represent businesses and business owners in breach of contract disputes, shareholder derivative lawsuits, trade secret and intellectual property litigation, non-competes, labor and employment litigation, breach of employment contract litigation, fraud litigation, breach of fiduciary duty litigation, negligence claims, and internal and external investigations.
PRACTICE AREA
We represent investors and institutions in FINRA, JAMS and AAA arbitrations, administrative proceedings, and state and federal court actions. Whether you are an investor reeling from undeserved investment losses, an institution involved in a dispute with your trading partner, or an institution or employee accused of wrongdoing by an investor or regulator, we have the experience to protect you.
Matthew Baker is a partner with RMO LLP. Matthew’s litigation practice focuses on representing beneficiaries and fiduciaries in contested trust, estate and probate litigation matters; business owners and entities in business litigation matters and partnership disputes; and investors, financial industry employees, and financial institutions in securities litigation, employment litigation, and regulatory matters…
BLOG
Undue influence and duress are frequently cited in probate and trust litigation. Both are used by abusers as a means to gain the favor of wealthy spouses and family members, with the goal of getting more estate assets.
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Most states allow for a parent to disinherit a child. Those that do not still allow for partial disinheritance…
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For your trust to work as intended, it must avoid future trust contests and disputes amongst heirs and beneficiaries.
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