Scott Rahn

+1 (424) 320-9440

Scott Rahn

Founder & Co-managing Partner  |  RMO Lawyers
JURISDICTION

United States (CA, KS, MO, FL)

TOP 3 AREAS OF EXPERTISE

Trust and probate litigation
Trust and probate administration
Conservatorships
Financial elder abuse litigation

Enhanced Q&A

What has been the highlight of your practice over the past 12 months?

Despite the current global tumult, over the past 12 months we have been able to expand our practice regionally and nationally, which allows us to help more people with their contentious trust, probate and conservatorship matters.

How did you get into private client?

Luck, really. I was a young lawyer working in a financial services litigation boutique (with no trusts and probate group) and one of our clients was sued in probate court. Probate court was “weird,” the “wild west.” It had it’s “own rules,” but I was “smart” and could “figure out it out.” When I showed up in court and saw how small, collegial and sophisticated the bar was I was smitten. I steered my career toward this space, joining Foley & Lardner’s Los Angeles office trusts and probate group as lead litigator, later becoming partner at Greenberg Traurig, before opening RMO LLP in 2015.

What advice would you give rising stars/new lawyers in the private client world?

What we do matters. It matters to the people we represent, their families, and legacies. Don’t be afraid to be vulnerable and empathetic, human, with clients, all of whom are struggling with a compromised or deceased loved one, but understand that they also need us to be bluntly honest with them about the relative strengths and weaknesses of their situation. Failing to set an emotional client’s expectations early and often will only lead to problems later. Don’t put yourself or your client in that position.

What is your favourite quote?

“Sometimes it takes years for a person to become an overnight success.“ – Prince

Do you have any outside interests or hobbies?

Family, travel, cycling, golf, sports (Chelsea FC, LAFC, Packers, Dodgers, Lakers), and vintage cars.

When the restaurants reopen, where would you like to go?

Capo on Ocean in Santa Monica, sitting at the bar, sipping a dirty martini, watching time stand still over the delectable sweet corn ravioli and rich steak Florentine cooked on the wood burning grill, topped off with a small vin santo or amaro. Heaven.

What do you think will be the biggest three challenges in your practice for the next 12 months?

The delay in scheduling trials. We are trial lawyers and enjoy the advantages we are able to bring to our clients’ cases as a result, but with trials being scheduled years out that leverage is not as meaningful currently.

What advice would you give to your younger self?

Stay the course. It’s going to be great!

What are three top tips for dealing with your clients remotely?

1) Be human, compassionate, engaged, and honest.
2) Explain the advantages technologies emerging from the pandemic offer and how we are using them to reduce costs and expedite results.
3) Build in time to talk through the experience of using technologies with which clients may not be familiar or comfortable.


Adam Streisand

+1 310 228 3727

Adam Streisand

Partner  |  Sheppard Mullin
JURISDICTIONS QUALIFIED IN

California

TOP AREAS OF EXPERTISE

International wealth structuring
Cross border succession planning
Transatlantic tax and estate planning

Q&A

What has been the highlight of your practice over the past 12 months?

Winning an inheritance dispute involving the courts of the U.S. and Chile.

How did you get into private client?

Mentorship.

What advice would you give rising stars/new lawyers in the private client world?

As my grandfather used to say, “anyone can say he is Muhammad Ali. Someday you have to step into the ring and prove it.” Forget the marketing. Strive for excellence and the clients and tributes will come.

What is your favourite quote?

“Sometimes in nature, a lion bears an ass.” Abraham Lincoln. And as a result, I have had a long and prosperous career fighting inheritance battles.

Do you have any outside interests or hobbies?

Improving my French. Cycling. My wife is an opera and musical theatre director and I am a fan.

When the restaurants reopen, where would you like to go?

Vincenti


Bruce Ross

1 213 970 9739

Bruce Ross

Senior counsel  |  Seyfarth Shaw, LLP
JURISDICTIONS QUALIFIED IN

TOP AREAS OF EXPERTISE

Estate and Trust Litigation; Mediation of Estate and Trust Disputes; Estate and Trust Administration

Q&A

What has been the highlight of your practice over the past 12 months?

Coming out of semi-retirement and joining the international firm of Seyfarth Shaw in its highly regarded Trusts and Estates Practice.

What advice would you give rising stars/new lawyers in the private client world?

Gain a specific expertise or practice niche on which you can speak and write.

What is your favourite quote?

“Discourage litigation. Persuade your neighbors to compromise whenever you can. As a peacemaker the lawyer has superior opportunity of being a good man. There will still be business enough.”
Abraham Lincoln


Lawrence H. Heller

+1 310 586 7709

Lawrence H. Heller

Shareholder  |  Greenberg Traurig
JURISDICTIONS QUALIFIED IN

United States (CA, CO)

TOP 3 AREAS OF EXPERTISE

Domestic and international estate planning and income tax planning for individual
Charitable organisations, private foundations and family business succession planning
Certified tax specialist


Amy L. McEvoy, Esquire

+1 213 617 4159

Amy L. McEvoy, Esquire

Partner  |  Sheppard Mullin
JURISDICTIONS QUALIFIED IN

United States (CA)

TOP AREAS OF EXPERTISE

Personal and estate planning
Administration of estates and trusts
Residency & domiciliation

Q&A

What has been the highlight of your practice over the past 12 months?

Migrating trusts established by a non-resident noncitizen of the U.S. for U.S. citizen descendants to a state that allows unregulated private trust companies, in order to avoid exposure to state level income tax and to give family members of the grantor meaningful and significant roles with regard to the trusts.

What advice would you give rising stars/new lawyers in the private client world?

Cultivate as much knowledge and experience as possible; and find meaning in what you bring to the families with whom you work.


Stacie L. Chau

+1 213 896 2453

Stacie L. Chau

Associate  |  Holland & Knight
JURISDICTIONS QUALIFIED IN

United States (CA)

Q&A

What has been the highlight of your practice over the past 12 months?

My practice in the past year has been litigation focused. I dealt with two complex trusts and estates disputes, involving a number of issues including claims of undue influence, lack of capacity, fraud, breaches of fiduciary duties, removal and surcharge petitions.

What advice would you give rising stars/new lawyers in the private client world?

Take good advantage of the market for the rising millennials. They have their own set of values and needs that are understood and better accommodated by other millennials who are rising stars of the private client world.