Posts By: Keith Davidson

The Beneficiary'sCorner

Course 1 – Lessons 1 to 3: Prudent Trustee Investing

1.         The basics of Trust investing: These are the beginning ground rules for Trust investing: The Trustee must act as a prudent investor would act; The specifics of the Trust must be considered; and The Trustee must act with reasonable care, skill, and caution. 2.         Hypothetical Let’s consider a hypothetical situation to demonstrate the problems that can arise and the ...

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Can you challenegeyour Trustee?

Top 10 Trust and Will Myths: Episode 10 Will you be disinherited for challenging your Trustee?

https://youtu.be/7I0T777-zkU This is it!  Our finale Trust and Will myth, and it may be the biggest, most damaging, myth of them all.  Can you be disinherited for challenging the Trustee's management decisions?  Watch this video to find out more.

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Is your Trustee criminal?

Top 10 Trusts and Will Myths: Episode 9 Are your Trustee’s actions criminal?

https://youtu.be/7mD50xlCY-4 Will your Trustee be subject to criminal prosecution for failing to follow the Trust terms or Trust law?  Probably not, but then again....  In this video we discuss whether the actions of your Trustee are criminal.

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Who OverseesYour Trustee

Top 10 Trust and Will Myths: Episode 8 Can Trusts be challenged in court?

https://youtu.be/y0gWqNJgoXg Is your Trust safe from being contested in court?  Many people think so, but the truth may not be so promising.  In this video we discuss whether your Trust can be challenged in court.

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Who OverseesYour Trustee-2

Top 10 Trust and Will Myths: Episode 7 — Trusts avoid probate

Do revocable, living Trusts avoid the probate process?  The answer is: maybe.  Watch this video to learn more about whether your Trust will help you avoid probate in California.

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Who OverseesYour Trustee

Top 10 Trust and Will Myths: Episode 6 Does the State of California take my estate if I die without a Will?

What happens to your assets in you die without a Will?  Many people believe that their assets will pass to the State of California if they die without a Will.  Not so fast...there may be a different answer that you expect.  Watch our vide to learn what happens to your assets if you die without a Will.

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