Join us at our Member Meeting
Wednesday, August 2nd at 11:30 AM
Stay Out of Court! Common Issues in
Estate Litigation and How to Avoid Them
Sean D. Muntz, JD
Managing Partner - RMO LLP
The Pacific Club
4110 MacArthur Boulevard, Newport Beach, California • www.pacificclub.org
11:30am - Networking
12:00pm - 1:30pm - Program
An estate litigator’s take on common issues that lead to litigation, how they are tried, how to avoid them, and what to do if you find yourself involved in a court battle. Topics will include discussions on the most prevalent issues in estates that lead to litigation, how an estate litigation case is handled in litigation, how planners are involved in the process, and suggestions to avoid finding yourself there.
Sean D. Muntz, JD
Managing Partner
RMO LLP, Costa Mesa, California
Sean D. Muntz serves as Managing Partner of RMO LLP. Sean is an experienced trial and appellate lawyer, with litigation experience spanning a broad range of subject matters, including banking, general commercial, employment, probate, real estate, securities, intellectual property, maritime and environmental disputes. Sean has litigated matters in state and federal courts throughout California, and in alternative dispute resolution forums, including AAA and JAMS, and before the NASD/FINRA and Pacific Stock Exchange.
Sean’s practice focuses on representing beneficiaries, professional and corporate fiduciaries (administrators, executors, trustees, conservators, and guardians) in contested trust, estate and probate litigation.
Sean previously was a partner at an international law firm in the firm’s commercial litigation group, where he represented international financial institutions in litigation matters.
Sean worked as in-house counsel for a Fortune 100 aerospace manufacturer. There, he represented the company in internal and external investigation and compliance matters. While there, Sean represented the company as a victim of espionage, in the criminal matter of U.S. v. Chung, in which the U.S. District Court handed down the first conviction under the Economic Espionage Act of 1996. For representing the company’s interests, Sean received a commendation from the Los Angeles Field Office of the FBI and the FBI Director.
Sean also has worked for a Fortune 100 financial institution as in-house counsel, where he managed and directed national litigation strategy, overseeing hundreds of cases.
Objective: How to avoid common issues in estate litigation.
There are no prerequisites for this program.
There is no required advanced preparation.
The Program Level for this will be intermediate.
Delivery Method: Group Live
Prerequisites and Program Content:
There are no prerequisite education or prior experience needed for any of STEP Orange County’s meetings or events. All sponsored events are relevant learning objectives to assist in the continuing education for MCLE and CPE. All levels are encouraged to participate and all participants will take away knowledge regarding the subject matter. There is also no advanced preparation needed for any of the meetings or events.The field of study for this program is Taxes and will be delivered by Group Live & Group Internet Based.
STEP Orange County is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsored may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org
Compliant/Refund Resolution Policy:
For more information regarding administrative policies such as complaints and refunds, please contact Greg Custer or other Board Members of STEP Orange County.
Greg Custer: (949) 216-2202