Our Blog Posts


Images

Federal Court Sends Wrongful Death Case Back to California State Court

Some of the most difficult cases in the Trust, Probate, and Estate world deal with the wrongful death of a loved one. These cases not only include the tragic loss of a family member, but also the insult of a death that could have been prevented. And, unfortunately, in many cases, the individual or company that caused the needless death ...

Read More
Images

Trust Beneficiaries: Don’t Let Trustees Step on Your Rights

Most Bay Area Trustees do not understand the duties they owe Trust beneficiaries. In many cases these Trustees take adversarial positions towards the Trust beneficiaries, which is not allowed under California law. What are the duties that Trustees owe beneficiaries under California law? Glad you asked. In the video below I explain:

Read More
Images

Bad Bay Area Trustee: What’s a Beneficiary to do?

What happens when the Trustee of your parents' Trust treats you poorly? Perhaps the Trustee does not return your phone calls, or he/she doesn't give you copies of the Trust, or he/she refuses to provide you any information about the Trust assets. What is a trust beneficiary to do under these difficult circumstances? Albertson & Davidson, LLP partner, Keith A. ...

Read More
Images

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 ...

Read More
Images

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 ...

Read More