Beneficiaries and Heirs
Whether you are an heir, a trust beneficiary, a will beneficiary involved in a probate, or the beneficiary of a bank account, a pension, a 401k or other retirement account, or a life insurance policy, we have the experience to advise you of your rights, what you can expect, when you can expect it, and help guide you through your trust, estate or probate administration, to fight to get what’s yours if you are involved in a trust, estate or probate litigation, and to protect you from abuse by fiduciaries, beneficiaries, and others, including protecting you or your loved ones from financial elder abuse.
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.
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.
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.
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…