Outcomes of a case depend on the type of dispute and the context of the matter at hand. However, RMO is well-known for achieving victories in trials and resolving disputes through alternative dispute resolution methods ahead of trial whenever possible, helping clients avoid prolonged conflict, delay, and uncertainty.

Here are some of our recent case outcomes:

• Secured a multi-million-dollar recovery for a daughter after breaking a trust rewrite executed during her father’s cognitive decline that transferred 100% of the estate to a wife nearly 40 years younger who then refused transparency as trustee.
• Defeated baseless financial elder abuse and incapacity claims involving an estate holding seven properties worth millions and over $1 million in liquid accounts, limiting the contesting sibling to a reduced cash payout and the least valuable property.
• Preserved a family ranch and generational land by exposing executor misconduct, recovering estate funds wrongfully transferred to a relative, and securing a partition awarding our client 50% ownership outright.
• Protected a surviving spouse’s community property interest in the family home after shutting down an opportunistic challenge based on last-minute “deathbed” writings, ensuring the spouse retained full homestead rights.
• Suspended a mismanaging trustee who stalled administration, discouraged fair sale of trust property, and used trust funds for personal travel and legal pressure, resulting in the appointment of a neutral professional fiduciary to take control of the trust.
• Avoided litigation entirely while protecting remainder beneficiaries by removing both a trustee and trust protector, confirming the clients’ sole beneficial interest in a special needs trust.
• Secured a court-approved conservatorship to protect an elderly mother from financial manipulation and neglect, removing an abusive caregiver and restoring control over her care and finances.
• Defeated a co-trustee’s meritless accounting lawsuit by proving he had already been overpaid, securing his stock in a 51–49 split family insurance corporation, and obtaining a general release ending years of harassment.
• Forced distribution of a significant trust exactly as written after exposing a co-trustee’s attempt to renegotiate for personal gain, resolving the dispute quickly and without concessions.
• Halted an abusive trustee’s misconduct, compelled full disclosure, secured equal distribution among siblings, and recovered attorney’s fees for the wronged beneficiary.
• Thwarted a self-dealing co-trustee who attempted to purchase trust property at a discount and misuse estate assets, preserving the trust’s integrity and ensuring a fair, equal distribution.
• Recovered six figures plus accrued interest from an elder abuser who attempted to evade payment after judgment, pursuing enforcement across multiple courts until full recovery was achieved.
• Prevented an imminent foreclosure by confirming a family home as a trust asset through a successful Heggstad petition, buying critical time to sell the property and distribute the proceeds to beneficiaries without probate.