CLIENTS

Estate Executors and Administrators

Discovering that you have been named executor of a will or that you need to get appointed administrator of a probate estate, especially while dealing with the loss of a loved one, can be overwhelming. We have the expertise to guide you through the appointment process, handling all of the paperwork and probate hearings so you don’t have to, walking you through your duties and responsibilities, preparing accountings, coordinating with tax and other professionals, and responding to beneficiaries so your estate and probate administration is worry free, cost-effective, and efficient.

And if you find that your appointment or administration efforts are being challenged, we are built to handle your trust, probate and estate litigation. Whether the challenge involves a competing probate petition or objections, a will contest, breach of fiduciary duty claims, a petition for instructions, a petition for removal, objections to your accounting, or financial elder abuse claims, we have the expertise to thoroughly investigate and litigate or resolve your dispute.

Trust attorney near me
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.

David Greco is an attorney in the San Diego office of RMO LLP, which he helped launch. He represents beneficiaries, as well as professional and corporate fiduciaries – e.g. administrators, executors, trustees, conservators, and guardians – in contested trust, estate, and probate litigation matters, as well as related estate administration issues. He also handles litigated business, employment, appellate, attorney liability, and education disputes. A business owner, David uniquely understands the needs of companies of all sizes and carefully tailors his representation to fit each client’s unique situation. David also dedicates a portion of his practice to representing underserved and marginalized communities in various matters.

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