S1E22 - Understanding Probate and Trust Litigation: Family Dynamics, Legal Strategies, and Best Practices
Episode Description: In this insightful episode, Meghan McNulty welcomes Sean D. Muntz, Managing Partner at RMO LLP, to delve into the complex world of probate and trust litigation. With over 20 years of experience representing beneficiaries and fiduciaries, Sean shares his expertise on resolving disputes outside of court, highlighting the differences between probate and trust litigation, common family conflicts, and strategies to avoid costly legal battles. Listeners will gain actionable advice on mediation, fiduciary roles, and how proper estate planning can safeguard their assets.
Meghan and Sean explore critical issues like family conflicts in blended families, common trust disputes, and the emotional and financial toll of litigation. Listeners will learn about the benefits of mediation over court battles, how undue influence and trustee malfeasance are handled legally, and practical strategies to protect estates from future disputes.
From avoiding probate to resolving trust disputes this episode offers valuable insights and actionable advice for anyone involved in estate planning or trust litigation.
About Meghan’s Guest Sean D. Muntz is the Managing Partner at RMO LLP, specializing in trust, estate, and probate litigation. With over 20 years of experience, he represents beneficiaries and fiduciaries in complex disputes across California. Sean was a partner at an international law firm, handling litigation for global financial institutions, and he previously served as in-house counsel for Fortune 100 companies, earning an FBI commendation for his role in a landmark espionage case.
He holds a J.D. from the University of Southern California and a B.A. in Journalism and Political Science from the University of Hawaii. Named "Best Lawyer" in Trusts and Estates (2024-2025) and a "Super Lawyer" (2018-2024), Sean is highly regarded in his field with over 20+ notable appellate opinions.
Learn more at www.rmolawyers.com