Secure an RMO Attorney to Speak at Your Conference or Event
At RMO, our attorneys are not only trusted advocates in the courtroom, they also are recognized thought leaders who actively contribute to the professional community through speaking and educational engagements. Our award-winning team is frequently invited to share experiences and insights on complex and evolving topics in trust and estate litigation, fiduciary disputes, business succession, family-office governance, cross-border estate matters, and the broader trends shaping the global wealth management landscape, including the Great Wealth Transfer and the feminization of wealth.
We collaborate with leading industry organizations, private client groups, family offices, wealth advisory platforms, and professional associations to deliver programs that are both meaningful and practical. Our attorneys serve in a variety of roles, including keynote speakers, panel participants, breakout session moderators, fireside chat hosts, and private training facilitators. Whether your event focuses on continuing education, advisor development, or industry thought leadership, our team brings first-hand litigation experience, technical legal insight, and real-world perspective.
RMO attorneys routinely present at major industry conferences, professional workshops, and global events both virtually and in person across the United States, Europe, South America, Central America, and Africa. To explore engaging an RMO speaker for your upcoming program, please contact us to discuss how we can best support your event.
The Types of Speaking Engagements We Offer
Our attorneys bring deep, practical insight into the full spectrum of trust and estate disputes, fiduciary litigation, and complex wealth-transfer issues. With experience representing domestic and international families, professional fiduciaries, family offices, and institutional advisors, our speakers offer strategic perspectives relevant to professionals across the private client and wealth advisory ecosystem.
Drawing on extensive litigation experience, our attorneys speak on proactive strategies for reducing and preventing disputes before they arise. We share practical lessons on drafting clarity, governance structures, communication among stakeholders, and anticipating points of friction in estate transitions and multi-generational wealth transfer. Whether participating in an in-person conference, advisor training, or virtual education program, our attorneys emphasize the importance of thoughtful drafting.
Audience: Our programs are tailored for the professionals who guide, protect, and structure wealth across generations. Intended audiences include estate planners, business succession attorneys, trust and estate attorneys, fiduciary litigators, professional trustees and executors, institutional fiduciaries, family office counsel and executives, private-bank and wealth-advisory professionals, CPA and tax advisors, and allied private-client and fiduciary advisors.
Our case law and legislative update programs provide timely, practical guidance on developments shaping the trust and estate litigation landscape. These sessions address significant appellate decisions, statutory and regulatory changes, emerging trends in fiduciary duties and governance, and evolving standards affecting estate planning, trust administration, and succession strategies for high-net-worth and ultra-high-net-worth families, fiduciaries, and cross-border estates.
We translate legal updates into actionable insights that advisors, fiduciaries, and legal practitioners can apply in real time, highlighting risk considerations, strategic implications, and best practices for adapting to changing legal frameworks. Our attorneys draw from active litigation experience to offer context beyond the written opinions, helping professionals anticipate how courts are interpreting key issues and where the law is heading.
Audience: These programs are designed for legal and fiduciary professionals who require current, authoritative insight to support competent and informed practice. Intended audiences include trust and estate attorneys, business succession counsel, estate planners, fiduciary litigators, institutional and professional fiduciaries, and other practitioners responsible for advising clients and administering trusts and estates. These presentations are frequently delivered at CLE programs, bar association events, wealth-management forums, and advanced legal seminars focused on evolving case law and statutory interpretation.
Our attorneys offer practical guidance on the ethical and legal duties of trustees, executors, guardians, and the counsel who advise them. Drawing on real-world litigation and fiduciary dispute experience, we speak on ethical frameworks, conflict-avoidance strategies, billing and communication standards, and best practices for maintaining neutrality and professionalism in complex estate, trust, and conservatorship matters. These programs reinforce the importance of transparency, sound judgment, and proactive governance to help practitioners avoid claims of self-dealing, bias, or breach of fiduciary duty.
Whether participating as panelists, keynote speakers, interview guests, or session leaders, our attorneys bring practical perspective to real-world ethical challenges that arise in sophisticated fiduciary and private-wealth environments.
Audience: These sessions are designed for attorneys, professional, institutional, and private fiduciaries, court-appointed professionals, and private-client advisors who navigate ethical obligations in trust and estate administration, fiduciary litigation, and related advisory roles. Intended participants include trustees, executors, conservators, guardians, and the counsel who represent them, as well as compliance officers and administrators at banks, trust companies, and family offices.
RMO attorneys often work with clients who are of older age, lack testamentary capacity, and are at risk of financial elder abuse, preparing them to offer valuable insight on such cases. As speakers and presenters, our attorneys can cover a variety of topics, like discussing warning signs of undue influence, methods for assessing testamentary capacity, and tools for protecting vulnerable adults in sound estate planning and client advocacy.
Audience: These engagements are suitable for attorneys, fiduciaries, elder law practitioners, healthcare professionals, and social service providers. Relevant programs include interdisciplinary panels, elder law CLEs, and community education events that discuss legal considerations for aging individuals.
As experienced fiduciary litigators and trial attorneys, our team provides in-depth education on the procedural, evidentiary, and strategic dimensions of trust and estate litigation. Drawing from active courtroom experience, we offer a practitioner’s view of how to effectively manage contested matters from inception through resolution. Topics often include advanced approaches to discovery and evidence management, expert witness selection and preparation, burden-shifting and presumptions in fiduciary claims, motion practice strategy, and effective trial advocacy techniques specific to probate and trust disputes.
Our programs emphasize how strategic litigation planning can inform better drafting, fiduciary decision-making, and dispute avoidance for non-litigators. We highlight procedural nuances unique to probate and trust courts, demonstrating how to navigate high-conflict matters efficiently while protecting client and fiduciary interests.
Audience: These sessions are designed for attorneys and fiduciary professionals who do not regularly litigate but may find themselves involved in or advising on contested proceedings. Typical participants include administration attorneys who don’t normally litigate, estate planners, business succession attorneys, fiduciary counsel, professional and institutional fiduciaries, and private-client advisors who benefit from understanding litigation mechanics and procedural risk management. These programs are frequently featured in advanced CLE workshops, bar association litigation sections, and industry conferences focused on fiduciary law, trial strategy, and dispute resolution in the private-client context.
Special Topics: The Great Wealth Transfer, Feminization of Wealth, Business Succession, and Cross-Border Complexities
Our attorneys speak on emerging issues reshaping the global wealth landscape, providing a sophisticated perspective grounded in decades of experience advising and litigating on behalf of high-net-worth and ultra-high-net-worth families, fiduciaries, and family offices. These sessions address the forces driving the next generation of wealth transition and the evolving legal, fiduciary, and structural considerations professionals must navigate.
Programs explore topics such as:
- The Great Wealth Transfer and its impact on estate planning, fiduciary administration, and dispute trends.
- The Feminization of Wealth, including how shifting demographics influence fiduciary relationships, succession planning, and intergenerational decision-making.
- Business Succession Planning, with emphasis on governance, valuation, and conflict mitigation in family-owned and closely held enterprises.
- Cross-Border Estates, focusing on jurisdictional challenges, tax exposure, and enforcing fiduciary duties across international boundaries.
- Modern Assets and Technology, including digital wealth, cryptocurrency holdings, and digital identity management in estate planning.
Audience: These sessions are designed for advanced professional audiences including estate planning and business succession attorneys, private-client and cross-border counsel, family office executives, wealth advisors, fiduciaries, and institutional trust professionals who advise families navigating complex global wealth transitions.
These topics are frequently featured in advanced CLE programs, global private-client forums, professional panels, and industry symposiums that explore the evolving dynamics of wealth, governance, and legacy planning.
Our Awards
Reserve an RMO Speaker For Your Next Event
The attorneys at RMO Lawyers regularly present to professional audiences on the issues shaping the future of trust and estate law, fiduciary practice, and private wealth management. From exploring common estate planning pitfalls to addressing advanced topics such as cross-border estates, fiduciary ethics, and global wealth trends, our attorneys bring real-world experience and practical insight to every engagement.
We frequently speak to:
- Estate planning and business succession attorneys
- Trust and estate litigators
- Professional, private, and institutional fiduciaries
- Family office executives and advisors
- Private-client and wealth-management professionals
- Tax and corporate counsel
- Industry experts such as valuation, real estate, and medical professionals
- ADR professionals
- Paralegals and other legal professionals
- Aspiring attorneys
This list represents only a portion of the audiences we serve. To discuss your event and explore how an RMO attorney can enhance your program, please contact us.
Past Speaking Engagements Featuring Our Award-Winning Attorneys
Our attorneys have been engaged to speak at a wide variety of events. Below is just a sample of recent past speaking engagements featuring RMO attorneys:
Recent Speaking Engagements
October 2025
The Rise of The Self-Reliant Woman: Empowerment, Planning & Protection
Estate Planning Council of Stanislaus County
October 2025
Guarding the Ledger: Navigating Contested Accountings as a Fiduciary
PFAC Southern Region Education Day
October 2025
To Contest or Not? Will and Trust Contests 101
CEB CLE Live Webinar
October 2025
The Complete Guide: Ethics in Elder Law
NBI Live
September 2025
2025 Fiduciary Best Practices in Trust and Estate Administration
Stafford Live Webinar
September 2025
Navigating Business Ownership and Estate Succession Complexities
WealthCounsel Annual Symposium
August 2025
Closing the Estate: Guidance on Executor Responsibilities, Probate, Asset Distribution, and More
Strafford Live Webinar
July 2025
I’ll Sue Your ASSets!
10th Annual USD School of Law – RJS Law Tax Institute
July 2025
Handling Ethical Issues in Estate Planning and Probate Practice
HalfMoon Education – California Trust and Estate Practice for Paralegals
July 2025
Assisting with Conservatorships
HalfMoon Education – California Trust and Estate Practice for Paralegals
June 2025
Litigating Ambiguities and Mistakes in Wills & Trusts
CEB Webinar
June 2025
What Leads to Litigation
Estate Counselors Forum
June 2025
Set the Foundation, Prevent Litigation – Creating Bulletproof Estate Plans
AEP and EPLS Forum
May 2025
Dear Prudence: An examination of the legal standards, practical applications, and historical backdrop of the Uniform Prudent Investor Act
Independent Trustee Alliance – Annual Conference
May 2025
Probate Litigation 101
CEP Webinar
May 2025
Unraveling Consent: Issues of Capacity and Undue Influence in Contested Trusts & Estates
PFAC 30th Annual Education Conference
April 2025
Applications of Ethics Rules to Attorneys’ Fees in Probate, Trust and Conservatorships
CEB Webinar
March 2025
Representing Fiduciaries: Legal Ethics for Counsel and Pitfalls to Avoid
Strafford Live Webinar
March 2025
Best Laid Plans: When Well-Intentioned Estate Plans Go Awry
Engage Workspace for Lawyers
March 2025
Recent Updates in Probate, Trust, Estate Planning and Conservatorship
Beverly Hills Estate Planning Council
February 2025
Recent Updates in Probate, Trust, Estate Planning and Conservatorship
Ventura County Bar Association
February 2025
A Discussion on Non-Judicial Settlement Agreements — Trust Education Foundation
34th Annual Trust Advisors Forum
February 2025
Litigation in Estate Planning
STEP Orange County 13th Annual Institute of Tax, Estate Planning and the World Economy
January 2025
Navigating Breach of Trust Claims Under the Uniform Trust Code
Strafford Live Webinar
Why Choose Us to Speak at Your Event
RMO’s proven track record in complex trust and estate litigation, courtroom advocacy, and community leadership positions our attorneys as trusted authorities in the private-client space. Inviting an RMO attorney to speak ensures your audience gains deep, direct, actionable insights from professionals who operate at the forefront of fiduciary and wealth law.
Our attorneys bring the following strengths to every thought leadership opportunity:
- Decades of hands-on experience in trust, estate, and fiduciary litigation
- Real-time perspective on emerging developments in trust and estate law that impact professional practice
- Active involvement in the legal and business communities throughout California, Texas, and beyond
- Recognition from leading legal and industry organizations for excellence in advocacy and client service
Beyond their legal acumen, our attorneys are practitioners who live these issues daily. They litigate, advise, and resolve some of the most sophisticated disputes in the private-client space. RMO has represented global conservation organizations, ultra-high-net-worth families, business owners, and public figures. This first-hand experience enables us to translate complex, real-world challenges into accessible, actionable insights that resonate with professional audiences and elevate every program we join.
What People Are Saying
How to Reserve a Speaker From RMO
Reserve a speaker by contacting our client relations team. We would be happy to learn more about your event and the type of presentation you are interested in. Contact us at (424) 320-9444 or email hello@rmolawyers.com so we can gather more information about your event, your audience, and the desired topic.
Frequently Asked Questions
What topics can RMO attorneys speak about at conferences or professional events?
RMO attorneys present on a broad range of sophisticated trust and estate dispute matters, including:
- Trust and probate litigation trends
- Estate planning gone awry and how to plan around common issues.
- Contested estate and fiduciary administration
- Cross-border and multi-jurisdictional estate issues
- UHNW family disputes and private wealth governance
- Fiduciary duty standards, removal actions, and surcharge claims
- Financial elder abuse and undue influence litigation
- Conservatorship / guardianship issues and incapacity challenges
- Strategies for avoiding and resolving intra-family conflicts
- Best practices for advisors working with global families and family offices
- Guiding clients with compassion and empathy
Our attorneys draw on first-hand litigation experience in California, Texas, and cross-border jurisdictions to deliver practical, real-world insights for legal and advisory professionals.
If you are unsure whether our attorneys will speak on a topic that you are interested in, give us a call.
How do I request an RMO attorney to speak at my conference or seminar?
Contact our team to discuss the type of event, the topic to be covered, and the audience they will be speaking to. You can email us at hello@rmolawyers.com or give us a call at 424-320-9444 to discuss your event, the topics to cover, and the audience they can expect to address.
Are RMO attorneys available for in-person and virtual speaking engagements?
Yes, our attorneys are available for both in-person and virtual engagements. We frequently present at legal and wealth-management conferences, CLE programs and professional workshops, family-office roundtables, advisor trainings, and private-client practice group sessions. We serve as keynote speakers, faculty, panelists, and moderators and bring practical experience from speaking throughout the United States and internationally. We genuinely enjoy connecting with global professional communities and have been honored to speak at conferences across Europe, South America, Central America, and Africa.
What types of audiences or organizations are RMO speakers best suited for?
The attorneys at RMO speak to a wide range of professional audiences, including:
- Trusts & estates attorneys and litigators
- Family office executives and fiduciary officers
- Professional fiduciaries, trustees, and executors
- Institutional trust companies
- Wealth advisors and private bankers
- CPA and tax professionals
- Law schools, bar associations, and continuing education providers
Our programs are designed for a wide range of professional audiences. We regularly speak to sophisticated practitioners who support ultra-high-net-worth families, cross-border and global clients, and fiduciaries, as well as advisors who serve high-net-worth, mass-affluent, and emerging-wealth families. We also present to professional fiduciaries, estate planners, trust officers, wealth managers, private client advisors, and related industry professionals across all levels of experience.
How far in advance should I book an RMO attorney for a speaking engagement?
We encourage reaching out at least three to four months in advance to reserve a speaker. This timeline allows our attorneys sufficient time to prepare and tailor their presentation to your audience and program goals. If your timeline is shorter, please still reach out. We will always do our best to accommodate whenever possible. Email hello@rmolawyers.com or call 424-320-9444 to contact our team, discuss your event and timeline.
Do RMO speakers customize their presentations for specific audiences or event themes?
Yes, RMO speakers will customize their presentations to the target audience and the overall theme of the event. The attorneys at RMO have a wide range of experience that will allow them to effectively tailor their presentation to the audience, goals of the event, and the subject at hand.
What are the fees or honorariums associated with hiring an RMO attorney to speak?
Our attorneys do not charge speaking fees. In most cases, we simply ask that travel expenses be covered, although this is not always required depending on the opportunity and location. We are committed to supporting the professional community and are happy to explore speaking engagements that align with our mission and practice focus. Please reach out to share more about your event and we can discuss the details together.
Can RMO provide continuing education (CLE) presentations or accredited training sessions?
Yes, our attorneys have extensive experience presenting MCLE and CE-accredited programs. Most of the engagements we participate in qualify for continuing education credit. The hosting organization is responsible for submitting the program to the appropriate governing body and ensuring compliance with all accreditation and certification requirements. Please contact us to discuss your program and how we can support your educational goals.