Posts Categorized: Abused Beneficiary

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Shark Week: The (True) Financial Cost of Bay Area Trust and Will Litigation

Let’s face it, lawyers have bad reputations, including being greedy opportunists, lazy, driving sports cars, and not really caring about their clients’ needs. I think part of that has to do with the surrounding circumstances—almost always bad—when it comes to hiring a lawyer. But our not so good reputations also come from not properly setting our clients expectations regarding the ...

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Bay Area Trustees Must Provide Beneficiaries and Heirs with Copies of California Trusts, Last Wills, and Amendments

I get calls every week from Bay Area Trust, Last Will, and Estate beneficiaries complaining that they can’t get their brother or sister, who is the Trustee and Executor of their parents’ estate plan, to provide copies of the parents’ estate plan after the parents have died. In response to these calls, I usually suggest the following. First, send a ...

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How to Remove a Bay Area Trustee under California Law

While it's not easy to remove a Bay Area Trustee, California law does allow a Trustee to be removed. I discuss the areas under California law where a bad acting or unqualified Trustee may be removed.

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A Growing Problem in the Bay Area: Abused Trust Beneficiaries

We've used the term "abused trust beneficiary" to define beneficiaries who are being mistreated by a Trustee or Executor of a Bay Area Trust or Will. Most abused trust beneficiaries feel helpless to respond to the poor treatment by Trustees and Executors. In the video below, I explain how you can hold Trustees and Executors responsible for their actions and ...

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Blended Families: Problems That Arise in Bay Area Trusts and Wills With Mixed Families

Second marriages and children from prior marriages make for a messy Trust estate and administration. Especially when one or more children are excluded from the Trust. In this video, Keith A. Davidson discusses some of the problems step-parent relationships present in San Francisco Bay Area Trust and Will lawsuits.  

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What we do: California Trust Contests, Will Contests, and Protecting Trust and Will Beneficiaries

I’ve been planning to write more this year about California Trust, Will, and Probate litigation. But I’ve been hesitant to do so because: This is a very complex area of the law involving even more complex fact scenarios, which may or may not apply to a particular case. I’m worried that I may not be careful enough (or effective) in ...

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