An executor can override a beneficiary if they need to do so to follow the terms of the will. Executors are legally required to distribute estate assets according to what the will says. This means that if a beneficiary disagrees with the distribution in the will or other terms the executor can — and must …
If your loved one unexpectedly changed a will or trust, you might be wondering what to do. Or perhaps a family member recently passed away and the property distribution was drastically different from a previous estate plan, or what you were told to expect. These types of situations are highly sensitive and emotional, especially if …
Removing a successor trustee is possible, and generally requires filing a petition for removal, while working with a trust litigation attorney. For trust litigators, a common question is whether a successor trustee can be removed or replaced. Successor trustees don’t always manage the trust effectively, or respect the grantor’s true wishes. Sometimes successor trustees will …
LOS ANGELES–(Excerpt from BUSINESS WIRE) — The Alzheimer’s Association California Southland has selected RMO LLP Co-Managing Partner Scott Rahn to its board of directors. Rahn is looking forward to working to help publicize the private fight far too many families have when facing Alzheimer’s disease, to ensure increased services for those facing Alzheimer’s across the California Southland and, ultimately, to …
Scott Rahn Appointed Newest Board Member of Alzheimer’s Association Read More »
One of the most common offenses we deal with in our trust litigation practice is that of trustee self dealing. Trustees have very broad powers of discretion in managing trust assets, and they sometimes make transactions that benefit themselves instead of the trust beneficiaries. This is when a claim for breach of fiduciary duty for …
If you are the beneficiary of a trust, you already know how much power is wielded by a trustee. In many cases, trustees have privileged access to, and authority over, vast reserves of valuable assets intended to benefit the beneficiaries. In a perfect world, trustees would never abuse their position for personal gain, but it …
August 10, 2020 01:00 PM Eastern Daylight Time MIAMI–(BUSINESS WIRE)–Los Angeles-based trust, estate and probate litigation firm RMO LLP has expanded to the East Coast with the opening of a Miami office helmed by veteran litigator Brian Levin, the firm announced this week. “It’s serendipity that we launched the operation at this time of greater need, but it’s …
Trust, Estate and Probate Litigation Firm RMO LLP Expands to Miami Read More »
Whether you’re seeking to contest a family trust, or defending a family trust dispute, it’s important to contact a trust litigation attorney near you as soon as possible to help improve the chances of winning your case. Here’s a guide. Can a family trust be contested? Yes. Contesting a trust is very common in California …
Undue influence in families is an act of abuse, often by heirs victimizing their elderly parents or other family members to increase their will inheritance or trust fund distributions. Undue influence can be actual or implied, and proving undue influence is the responsibility of heirs, beneficiaries, trustees of trusts, and administrators or executors of wills. …
How common is contesting a trust? The short answer is that it’s more common than you might think. In fact, we pursue trust contests and help protect clients from family members contesting trusts every day. Each year in the United States, thousands of trusts and wills are disputed in probate court. While the vast majority …