CLIENTS

Shareholders and Investors

We represent elderly investors, retirees, and other individual and institutional investors who have lost money due to the negligence, misrepresentations, fraud or financial elder abuse of their broker, financial advisor, investment advisor, broker-dealer, or trading partners. Our securities litigation attorneys have tried to verdict or resolved hundreds of securities arbitration cases in state and federal courts, as well as FINRA, AAA and JAMS arbitration.

Whether your case involves specific investments such as annuities and insurance products, structured products, REITs, or limited partnerships, or if your accounts, margin or trades were simply mismanaged, we have the expertise to understand your case, determine and explain to you its strengths and weaknesses, as well as likely outcomes, and handle your case confidently to decision or resolution, all while keeping you informed.

Shareholders and investors attorney
PRACTICE AREA

We represent investors and institutions in FINRA, JAMS and AAA arbitrations, administrative proceedings, and state and federal court actions. Whether you are an investor reeling from undeserved investment losses, an institution involved in a dispute with your trading partner, or an institution or employee accused of wrongdoing by an investor or regulator, we have the experience to protect you.

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.

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

We represent businesses and business owners in breach of contract disputes, shareholder derivative lawsuits, trade secret and intellectual property litigation, non-competes, labor and employment litigation, breach of employment contract litigation, fraud litigation, breach of fiduciary duty litigation, negligence claims, and internal and external investigations.

Roshanne Katouzian is an associate in the Los Angeles office of RMO LLP. Roshanne focuses her practice on two areas of litigation: (1) representing beneficiaries, professional and corporate fiduciaries (administrators, executors, trustees, conservators, and guardians) in contested trust, estate and probate litigation; and (2) representing businesses, business owners, directors, executives, members, officers, partners and shareholders in business litigation and commercial disputes, and in internal and external investigations.

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