RMO LLP

For those who may be new to our firm, we would like to take a moment to introduce ourselves. At RMO LLP, we are laser-focused on representing beneficiaries, heirs, executors, and trustees in contested probate court cases and families and fiduciaries in contested conservatorships and guardianships. Our commitment to helping our clients achieve results that not only add to their bottom line but to their peace of mind is at the core of everything we do. With offices across California and Texas, our team is dedicated to excellent service and building long-lasting relationships with our clients and local communities. Learn more about the firm, who we serve, our history, and the core values that guide us every day on our About Us page: https://lnkd.in/gQujkG34. We appreciate your support!

What happens if a trustee refuses to give a beneficiary money? RMO LLP Founding Partner Scott Rahn -- Trust, Estate, Probate Litigator sits down to discuss the web’s most searched #probate, #trust, and #inheritance dispute questions. According to California Probate Code §16000, trustees have a legal obligation to follow the instructions outlined in the trust instrument when administering the trust. As part of this duty, trustees must distribute money and other assets to beneficiaries according to the directives of the trust document. Keep watching to learn more.

RMO LLP Dallas Managing Attorney Matthew Bourque contributed to the December edition of the Dallas Bar Association’s monthly publication, Headnotes. In his article, Matthew discusses the duties of trustees and estate representatives to disclose in estate and trust administrations. View the full publication and Matthew’s article (pg. 14) at the link below. https://lnkd.in/gexBprXa

Have you been named an executor of an estate? The duties of an executor can be complex as you oversee the administration of a loved one’s estate and work to protect their legacy. Here’s a checklist that lays out executor duties and important steps in managing the administration of your loved one’s estate. Learn more here: https://lnkd.in/gZvZn4g3

RMO LLP Senior Attorney Uzzell Branson will be joining the upcoming 2024 PASD - Probate Attorneys of San Diego Annual Symposium on Friday, December 6th with an engaging discussion of recent developments to court-appointed matters in California. More information on the symposium and registration can be found on the PASD’s website: https://lnkd.in/gxxqurRP. We hope to see you there!

Thank you to our team at RMO LLP and everyone who contributed to the Alzheimer's Association?, whether by joining us on Sunday’s walk, donating, or sharing our message. With your support, the Santa Monica Alzheimer's Association? Walk to End Alzheimer’s has raised over $180,000 for Alzheimer's care, support, and research! Fundraising for the walk and the Association continues through the end of the year. Click the link below to make a donation today. https://lnkd.in/geA_tKjf

We are proud to announce that RMO LLP has been recognized in the 2025 edition of Best Law Firms? by Best Lawyers. The 2025 rankings are based on Best Law Firms?' proven methodology that relies on qualitative and quantitative data from peer and client reviews, supported by proprietary algorithmic technology, to produce a tiered system of industry-led rankings of the top 4% of the industry. Firms included in the 2025 Best Law Firms? list are recognized for their “high-quality legal practice and a depth of legal proficiency” and “unwavering commitment to excellence, innovation, and client satisfaction.”

Wonderful evening at the Hawaii Tax Institute with our friends from City National Bank!?

This week’s five-star review is another great illustration of our team here at RMO LLP living out our core values of compassion and accountability in guiding clients through what are often emotional and complex disputes. #TestimonialTuesday

A behind-the-scenes look at the Cen Cal Sports 6th Annual Golf Fundraiser! RMO LLP is a proud sponsor of the event and organization, that supports the youth of Central Valley by giving them opportunities for social, intellectual, and academic growth through athletic camps, sports clinics, tournaments, leagues, and other activities. RMO LLP Fresno Managing Attorney Craig Tristao currently serves as Director and Secretary of the organization.