RMO LLP

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Serving clients throughout California and Texas with strategic, trial-ready advocacy. That's RMO.

Premier litigation boutique focused exclusively on private wealth disputes, trust and estate litigation, probate litigation, fiduciary disputes, and inheritance matters. RMO LLP is a premier litigation boutique focused exclusively on private wealth disputes, representing beneficiaries, heirs, trustees, executors, trust protectors, fiduciaries, advisors, conservators, guardians, spouses, and creditors throughout California and Texas. The firm handles complex trust and estate litigation, probate litigation, fiduciary disputes, trust and will contests, financial elder abuse claims, contested conservatorships, guardianships, and inheritance disputes. RMO's attorneys are known for their trial-ready approach, representing clients in matters involving breach of fiduciary duty, trustee and executor misconduct, undue influence, fraud, trust modification, and asset misappropriation. With offices across California and Texas, RMO combines sophisticated litigation strategy, deep private wealth experience, and courtroom advocacy to protect clients, preserve legacies, and resolve high-stakes disputes. The firm's work has earned national and international recognition, including selection as a finalist for STEP's Private Client Awards Boutique Firm of the Year. At RMO, we understand that trust and estate disputes are about more than assets. Our commitment to helping clients achieve results that protect their interests and restore their peace of mind is at the core of everything we do.

10/09/2026

Most probate and trust trials aren't won on emotion. They're decided on statute and case law.

For anyone advising a client through a contested estate or trust matter, the practical questions rarely start with "what is discovery?" They start with: Who's actually on the hook for attorney's fees? Can a trustee be removed before the case even reaches a verdict? And once a judge rules, how narrow is the path to appeal?

Swipe through for a look at some of the strategic realities that matter once a case is headed to trial.

Then download RMO LLP's complete guide to the probate and trial process, from pre-trial discovery through post-verdict appeals.

Download the free guide: https://rmolawyers.com/assets/understanding-the-probate-trust-litigation-process-what-to-expect-at-trial/

10/08/2026

RMO LLP was pleased to join the PASD - Probate Attorneys of San Diego community at the 2026 Probate Prom.

RMO’s Tara Burd, Uzzell Branson, Wendy Vargas, and Brian Puglise enjoyed an evening of connecting with friends and colleagues from across San Diego’s probate and trusts and estates community.

And in keeping with this year’s Mid-Century Martini Party theme, Uzzell went all in dressed as the cocktail shaker. He shook things up all night.

Thank you to PASD for another memorable Probate Prom. We were proud to sponsor this year’s event and support the organization’s continued work bringing San Diego’s probate community together.

10/07/2026

RMO LLP Founding Partner Scott Rahn was recently featured in MoneyLion discussing an increasingly important estate planning issue: what happens to cryptocurrency when its owner passes away?

Unlike traditional financial accounts, digital assets can become effectively inaccessible if heirs, trustees, or executors do not know they exist or lack the information needed to locate and access them. Scott emphasizes the importance of candidly discussing cryptocurrency holdings with estate planning professionals and creating a clear path for fiduciaries to identify and manage those assets.

As cryptocurrency becomes a larger part of modern estates, thoughtful planning can help prevent valuable digital assets from being lost and reduce the potential for inheritance disputes.

Read more about Scott’s insights: https://rmolawyers.com/blog/crypto-estate-planning-for-heirs-insights-from-moneylion/

10/06/2026

RMO LLP is proud to congratulate Tara R. Burd, Uzzell S. Branson IV, Stephanie K. Delaney, and Phillip J. Szachowicz on their recognition by Super Lawyers for 2027.

Tara and Uzzell were named to the 2027 San Diego Super Lawyers list, while Stephanie and Phillip were selected to the 2027 San Diego Rising Stars list.

Tara earned additional distinction with selection to the Top 50: San Diego Super Lawyers: 2027 list and the Top 25: Women San Diego Super Lawyers list for 2026–2027.

These honors reflect the dedication, skill, and commitment our attorneys bring to clients facing complex trust, estate, probate, conservatorship, and inheritance disputes.

Congratulations to Tara, Uzzell, Stephanie, and Phillip on these well-deserved recognitions.

10/05/2026

What does it really mean to serve as a trustee? And how does the role differ from the perspectives of corporate, professional, and individual fiduciaries?

On October 6, Scott Rahn will join fellow panelists Alla Kutz and Mike Novak for a presentation to the Beverly Hills Estate Planning Council on "Serving as Trustee: Blessing or Burden." Moderated by Jennifer Campbell of Venable, the discussion will examine how different types of trustees approach their fiduciary duties and help attendees better understand which trustee structure may be most effective in various estate planning and administration scenarios.

10/02/2026

Please join us in welcoming Jennifer Lefton as Senior Attorney in RMO LLP's Orange County office.

Jennifer brings more than 15 years of legal experience representing trustees, beneficiaries, conservators, fiduciaries, and families in contested trust, probate, conservatorship, and financial elder abuse matters. Her background in legal and forensic psychology, combined with her experience as a certified mediator, provides valuable insight into the complex personal and family dynamics often at the center of private wealth disputes.

We're excited to have Jennifer on board as we continue expanding our ability to serve clients throughout California.

Learn more: https://rmolawyers.com/blog/rmo-llp-welcomes-jennifer-lefton-as-senior-attorney-in-orange-county/

10/01/2026

RMO LLP Founding Partner Scott Rahn was recently featured in a Billboard article discussing the legal dispute surrounding Dolly Parton’s estate and why even careful estate planning cannot always prevent family conflict after death.

The article examines a lawsuit brought by the company responsible for managing Parton’s business interests against her nephew and longtime head of security, who remains a beneficiary of the Parton trust. The dispute arose despite Parton’s extensive efforts to organize her affairs and avoid leaving her family with a legal and financial “mess.”

As Scott explains, the death of a family’s central figure can bring longstanding tensions to the surface. Even a carefully structured estate plan cannot guarantee that every beneficiary will accept the outcome or prevent disputes from developing after the person who previously held the family together is gone.

Scott also emphasizes that effective estate planning is not simply about anticipating every possible conflict. It is also about selecting capable professionals who can administer the estate, protect its assets, and respond effectively when unexpected disputes arise. In Parton’s case, the estate’s prompt legal response may demonstrate that the structure and team she put in place are working as intended.

09/30/2026

RMO LLP is proud to sponsor the Probate Attorneys of San Diego’s 2026 Probate Prom on October 2 at the Town & Country Resort in San Diego.

RMO’s Tara Burd and Uzzell Branson will be representing the firm at this year’s event, and we look forward to connecting with friends and colleagues from across San Diego’s probate community for another great evening with PASD.

We’re grateful for the opportunity to support PASD and the work it does to bring together professionals throughout the trusts and estates community.

09/29/2026

The latest RMO LLP newsletter is here.

In this edition, we share a recent victory in a complex family partnership dispute, welcome several new team members, highlight recent firm and attorney recognitions, and feature our latest legal insights, media contributions, and updates affecting private wealth disputes and probate litigation.

Read the latest from RMO:
🔗 https://mailchi.mp/5e0b6b8caadf/updates-from-rmo-llp-12766730

09/28/2026

RMO LLP Founding Partner Scott Rahn will present “When Estate Plans Cross Borders and End Up in Court” on STEP Los Angeles' Luncheon on September 30 from 12:00–1:30 p.m.

As families, fiduciaries, assets, and advisors increasingly span multiple jurisdictions, even carefully structured estate plans can give rise to complex disputes. Scott will examine how cross-border considerations can affect issues involving capacity, fiduciary duties, business and other complex assets, access to information and evidence, and competing jurisdictional concerns.

The program will also address practical steps estate planning and private wealth professionals can take to identify litigation risks before disputes arise and best practices for managing them when they do.

We look forward to an engaging discussion on navigating private wealth disputes across borders.

Address

901 Bringham Avenue
Los Angeles, CA
90049

Telephone

+14243209444

Website

https://rmolawyers.com/?utm_source=facebook&utm_medium=social&utm_campaign=profile

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