Posts By: Keith Davidson

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How Much Inheritance do You Get? Understanding the Right of Representation

Many Trusts use the term "right of representation", but what does it mean and how does it affect what you will receive under your Trust document?  In this video, we discuss the important right of representation.

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Is the Law of Trusts and Wills the Same in Every State?

Many times people die owning assets, especially real property, in different states. In this video we describe whether the law of Trusts and Wills is the same in every state.

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Why Fairness and Legal Results Don’t Always Jive: The Complex Area of Bay Area Trust and Will Lawsuits

  You know what your parents wanted, but why does the law of Wills and Trusts make it so hard to obtain the right result?  There’s a notion in the law that whatever a person creates, whether it be a Will, Trust, joint tenancy accounts, or joint tenancy titling of real property, it is what that person intended to do.  ...

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Choose Wisely: How To Choose Your San Diego Successor Trustee

  Are you creating, or have you created, a revocable Trust?  How much thought did you put into your selection of successor Trustee?  Many times people choose successor Trustee’s without much thought at all.  For example, the oldest child is not always the best choice.  Sometimes none of the children are a good choice--not because none of the children are ...

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Do YOu Understand your trust?

What Are Your Rights As a Trust Beneficiary?

One you obtain a copy of your Trust document, you first and foremost need to read it so you can understand what your rights are.  Said comprehension can be harder than you think, because of the confusing terms lawyers use in Trust documents.  In this video, we discuss a few concepts you should know to better understand your Trust document.

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Circumstantial Evidence: Proving Your Bay Area Undue Influence Claim in Court

It's all in the circumstances.  Proving undue influence can be a tricky thing to do, especially since the person who was coerced is usually no longer alive to testify in court.  Therefore, you have to use the next best thing: circumstantial evidence.  In this video, we describe how to prove your undue influence claim in court utilizing circumstantial evidence.

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