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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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San Diego Contested Wills: Can you prove it?

So you want to contest a parent’s Will?  You better be ready to argue (and support with evidence) one of the following grounds: 1.         Lack of Capacity.  To create a San Diego Will, you need to know (1) the nature of your property—a brief description will do—(2) your relation to family members, and (3) the fact that you are creating ...

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How do You Prove Trustee Hostility in Your San Diego Trust Lawsuit?

One of the grounds for removing a San Diego Trustee (under Probate Code Section 15642) is where hostility or lack of cooperation among the Co-Trustees impairs the Trust administration.  How often do Co-Trustees engage in hostility?  All the time!  Well, I may be jaded because I only see the bad Co-Trustee relationships, but it does seem to be a growing ...

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Top 3 Provisions For Your California Settlement Agreement

if you are settling your San Francisco Bay Area Trust and Will case, there a few things you better be sure to include.  After all, you want your settlement to end the case for once and all so you can move forward with peace of mind.  Your peace of mind depends on these top three provisions: http://youtu.be/-jzPRDu7MgU For our email subscribers, ...

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Common California Beneficiary Mistakes

Just because you are named as a beneficiary does not mean you can assume the Trustee is doing all the right things.  Here are some common mistakes beneficiaries make in overseeing their beneficial interests in a Trust: https://www.youtube.com/watch?v=Kpgw6ZVXAsg

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