Albertson & Davidson

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    • Keith A. Davidson
    • Stewart R. Albertson
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      • Trustee Breach of Duty Lititgation
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Albertson & Davidson

Estate Planning

Questionnaires/Worksheets For Estate Planning Clients:

  • Estate Planning Questionnaire - MARRIED couple
  • Estate Planning Questionnaire - SINGLE person

Estate Planning Information Memos:

  • Revocable Trusts v. Wills in California (PDF)
  • Funding Revocable Trusts (PDF)
  • Duties of Trustee (Fiduciary Duties) (PDF)
  • Transfer Tax System--Estate and Gift Tax (PDF)
  • Life Insurance Trusts (ILIT) (PDF)
  • Private Charitable Foundations (PDF)
  • Gifts to Minors (PDF)
  • Family Limited Partnerships (PDF)
  • Charitable Remainder Trusts (PDF)
  • Sale to Intentionally Defective Grantor Trust (PDF)
  • Qualified Personal Residence Trusts (QPRT) (PDF)
The attorneys of Albertson & Davidson
Litigation Practice Areas
  • Estate & Probate Litigation
  • Contested Wills & Trusts Litigation
  • Trustee Breach of Duty Lititgation
  • Abused Estate & Trust Beneficiary Litigation
  • Civil Litigation
Transactional Practice Areas
  • Estate Planning and Advanced Estate Planning
  • Premarital Agreements
  • Probate and Trust Administration
  • Business Law and Planning

Riverside Office

3750 Santa Fe Avenue, Suite 109
Riverside, California 92507
951.686.5296 phone
951.346.3785 fax

Temecula Office

28581 Old Town Front Street, Suite 103
Temecula, California 92590
951.296.0909 phone
951.346.3785 fax
 
© 2012 Albertson & Davidson.  All rights reserved.

Attorney Stewart R. Albertson and Attorney Keith A. Davidson at the law firm of Albertson & Davidson, LLP represent clients throughout all cities and counties in California, including the Inland Empire, and the cities of Los Angeles, San Diego, Long Beach, Santa Ana, Anaheim, Bakersfield, Riverside, Stockton, Glendale, San Bernardino, Huntington Beach, Irvine, Fontana, Moreno Valley, Santa Clarita, Oceanside, Garden Grove, Ontario, Rancho Cucamonga, Pomona, Santa Rosa, Salinas, Torrance, Hayward, Pasadena, Corona, Palmdale, Lancaster, Escondido, Orange, Fullerton, Elk Grove, Sunnyvale, Thousand Oaks, El Monte, Simi Valley, Concord, Inglewood, Santa Clara, Costa Mesa, Downey, West Covina, Norwalk, Burbank, Ventura, Roseville, Victorville, Rialto, Mission Viejo, Temecula, Murrieta, El Cajon, Santa Monica, Hesperia, Newport Beach, Chino, Baldwin Park, Chino Hills, Lake Forest, Apple Valley, Etiwanda, Redlands, Loma Linda, Yucaipa, Highland, Woodland Hills, Venice Beach, Sun City, Laguna Hills, Malibu Beach, Beverly Hills, Freeway 5, 10, 91, 15, 215, 60, 405, 101, San Bernardino County, Riverside county, Orange County, and Los Angles County. The lawyers at Albertson & Davidson LLP specialize in civil litigation, employment litigation, personal injury, medical malpractice, will contests, trust contests, trusts and estates litigation, probate administration, estate planning living trust and last wills.