Representing Fiduciaries: Legal Ethics for Counsel and Pitfalls to Avoid

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.

Ms. Glaspy is the Managing Partner in the Orange County office. Having previously served as a Deputy District Attorney, she brings extensive trial experience and has worked closely with clients through complex and emotionally-charged disputes. Ms. Glaspy brings that experience to RMO where she focuses her practice on probate disputes, including will and trust contests, breach of fiduciary duty claims, financial elder abuse protection, and contested conservatorships, representing beneficiaries, as well as individual, professional and corporate fiduciaries (administrators, executors, trustees and conservators).