The Big Challenge: Episode Four — The Pleadings, Part One

If you have been disinherited from a Trust, it's time for the big challenge. In this series produced by Albertson & Davidson, LLP we cover the steps to challenging the validity of a Trust in California

Episode Four, Part One begins the discussions of the pleadings required to start a Trust contest lawsuit. Pleadings simply means the papers that must be drafted and filed with the court. The Pleadings section of the Big Challenge covers everything from filing to challenges that could be brought against the pleadings.

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Timestamps:
0:00 Start
0:19 Introduction
0:34 Delicate Balance of Pleading
1:25 Client Confusion
1:45 Petition First Page
2:38 Jurisdiction & Venue
3:07 Standing and Parties
3:22 Statement of Facts
3:45 Information & Belief
5:00 Trust Basic Facts
5:30 Mental Defects
6:08 Generalized Statements
6:51 Undue Influence Claim
8:17 Presumption of Undue Influence
8:49 Lack of Capacity Claim
9:13 Financial Elder Abuse Claim
9:48 Notice and Prayer
10:40 Verification