Posts By: Keith Davidson

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Where’s Cupid When We Need Him? How Two Co-Trustees can be more than just a lover’s quarrel

How would you like to keep lawyers fully employed?  Don’t like that idea?  Well there are many people who do just that by naming two successor co-trustee’s of their revocable Trust.  The thought is a good one: I like both people so why not have them act together.  And being a Trustee is a lot of work so why not ...

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How to Remove a Corporate Trustee From Your Bay Area Trust

  If you have a corporate Trustee that you want to remove, it can be a difficult task. In this video, we describe some of the things you should know about removing your corporate trustee.

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Trust Beneficiary Video Series

Welcome to our Carlsbad office and get ready to enjoy our video series on the rights of Trust beneficiaries.  

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How Do You Take Action in Your Bay Area Trust or Will Contest?

So you have a problem with your inheritance, what are you going to do about it?  That’s a tricky question because every case is a little (or a lot) different.  Mainly it depends on the type of estate planning device you need to overturn, challenge, or validate. For example, if you are dealing with a Trust, then you need to ...

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San Diego Trust Beneficiaries Have a Right to Information

  Every beneficiary of a Trust has a right to information.  What do you want to know about your Trust?  What the assets are, how much each asset is worth, the expenses of the Trust, the timeline for paying creditors, the need for a preliminary or final distribution?  All fair requests to make and it is all good information that ...

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San Diego Contested Wills: Can you prove it?

So you want to contest a parent’s Will?  You better be ready to argue (and support with evidence) one of the following grounds: 1.         Lack of Capacity.  To create a San Diego Will, you need to know (1) the nature of your property—a brief description will do—(2) your relation to family members, and (3) the fact that you are creating ...

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