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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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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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California’s Financial Elder Abuse Act: A Case for Bringing a Financial Elder Abuse Lawsuit in Bay Area Trust and Will Contests

Trust and Will Contests in Probate Court Traditionally Trust and Will beneficiaries who have been written out of their parents’, family members’, or friends’ Trust or Will were limited to filing a Trust Contest or a Will Contest in a Bay Area Probate Court of the county where the parent, family member, or friend died. For example, if the parent ...

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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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