Trust Litigation Attorneys Representing Trustees
We represent individual trustees, professional private fiduciaries, and trust companies understand and execute their duties and responsibilities as trustee, including explaining trust documents and interplay with trust amendments and restatements, assisting with marshaling, inventorying and appraising assets, investigating and responding to creditor claims, preparing accountings, coordinating with tax and other professionals, determining distributions to trust beneficiaries, and seeking judicial approval of trustee acts or omissions, where necessary, so your trust administration is efficient and cost-effective, and so you are protected.
And if you find that your administration efforts as trustee are being challenged, we are built to handle your trust, probate and estate litigation. Whether the challenge involves a trust 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.
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.
Meet Matthew F. Baker
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…
Undue influence and duress are frequently cited in probate and trust litigation. Both are used by abusers as a means to gain the favor of wealthy spouses and family members…
Most states allow for a parent to disinherit a child. Those that do not still allow for partial disinheritance.
For your trust to work as intended, it must avoid future trust contests and disputes amongst heirs and beneficiaries.