Posts By: Keith Davidson

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How To Know Your Rights as a San Diego Trust or Will Beneficiary

If you are the beneficiary of a Trust or Will, you won't know what your rights are until you find and read your Trust or Will document.

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Modify Your Bay Area Irrevocable Trust

  How do you modify a Trust that says it cannot be changed?  This video describes the ways in which irrevocable Trusts can be changed.

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Strategies For Working With Siblings In Your Trust or Will Lawsuit

Sibling rivalry is alive and well.  Especially when it comes to inheritance fights.  There’s a lot of psychology involved in this business.  I don’t claim to be a psychologist or therapist, but I have a great dealing of experience watching people deal with siblings—both successfully and disastrously.  And, of course, every situation and every person is different so there is ...

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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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