Anticipating Beneficiary Challenges in Estate Plans and Administration

Mr. Bourque serves as Managing Attorney of RMO LLP’s Dallas and Houston offices. He focuses his practice on representing heirs, beneficiaries, fiduciaries, creditors, and other interested parties in contested probate, trust, guardianship, and financial elder abuse cases. Mr. Bourque primarily handles probate litigation matters including will contests, fiduciary litigation to recover misfunded, misapplied or misappropriated estate and trust funds, community property claims, executor and trustee removal proceedings, compelled distribution of estate and trust assets, trust accounting lawsuits, competing applications for guardianship, and establishment of common-law marriage and adoption-by-estoppel. He also has significant experience handling commercial litigation incidental to probate matters.

Mr. Johnson is widely recognized as one of the go-to fiduciary litigators in Texas. His practice focuses on trust, estate, and closely held business disputes. A frequent writer and speaker, Mr. Johnson is known around the state as a thought leader in the fiduciary area. His award-winning blog, The Fiduciary Litigator, features recent case law, legislative changes, and other precedent that impacts fiduciaries in Texas. Mr. Johnson received the JD Supra 2020 Readers’ Choice Award for Wealth Management, which was his third year in a row for such an award. He was also named a “Go-To Thought Leader” in Fiduciary Litigation by the National Law Review in 2020. Mr. Johnson's experience in trust and estate disputes includes will contests, elder abuse, mental competency, undue influence, trust modification/reformation/clarification, breach of fiduciary duty and related claims. He also handles matters involving trust decanting, trust severance and joinder, account disputes, power of attorney disputes, suits for judicial instruction and discharges, heirship proceedings, suits to remove a fiduciary, and accountings. Additionally, Mr. Johnson has a transactional practice for trust departments in providing legal opinions on the construction of trust documents, documenting release and consent agreements, resignations, successor appointments, modification of trusts, trust mergers, trust severances, etc.

Mr. Rahn resolves contests, disputes and litigation related to trusts, estates and conservatorships, creating a welcome peace of mind for clients. He represents heirs, beneficiaries, trustees and executors. Mr. Rahn utilizes his experience to develop and implement strategies that swiftly and efficiently address the financial issues, fiduciary duties and emotional complexities underlying trust contests, estates conflicts and probate litigation. In 2026, he was featured in USA TODAY discussing the rise in inheritance disputes as wealth transfers between generations, emphasizing that effective planning requires not only legal and tax strategies, but also clear communication to protect both assets and family relationships. Mr. Rahn was also quoted in CNBC on the growing trend of “givers’ regret” among high-net-worth families. He noted that disputes over prior wealth transfers often reflect deeper family dynamics, where experienced trust and estate litigators can help guide families toward resolution.