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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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The Basics of Bay Area Financial Elder Abuse Lawsuits

There are four basic elements that must be proven in a Bay Area Financial Elder Abuse lawsuit: 1. the vulnerability of the victim, 2. the elder abuser's apparent authority, 3. the actions or tactics used by the elder abuser, and 4. the equity of the result. I've provided more information on California Financial Elder Abuse lawsuits in the video below.

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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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Financial Elder Abuse in California

A growing problem in the Bay Area has to do with financial abusers taking advantage of vulnerable and dependent adults--in many cases parents. California's Elder Abuse Act was passed to hold financial abusers responsible for taking advantage of vulnerable and dependent adults. Unfortunately, with an aging population, and with significant values of real property and wealth in the San Francisco ...

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