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Ask 2 Lawyers

Have questions related to fighting for your inheritance? California trust litigation attorneys Keith Davidson & Stewart Albertson answer common questions in their new Ask 2 Lawyers video series.

The information provided on our website and in our videos are for general informational purposes only and does not, and is not intended to, constitute legal advice. You should consult an attorney for advice about your specific legal matter.

 

Trust Accountings

Ask 2 Lawyers: How Does a Beneficiary Get a Trust Accounting?

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Ask 2 Lawyers (A2L); Series 1, Episode 1: Lawyers Stewart Albertson and Keith A. Davidson discuss how a Trust beneficiary can request a Trust accounting.

Ask 2 Lawyers: What if the Trustee Ignores Beneficiary's Accounting Request

What if the trustee ignores my request for a trust accounting_

Ask 2 Lawyers (A2L); Series 1, Episode 2: Lawyers Stewart Albertson and Keith A. Davidson discuss what you can do if a Trustee ignores a Beneficiary’s request for a Trust accounting.

Ask 2 Lawyers: Who Pays Attorneys' Fees for Objections to Trust Accounting?

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Ask 2 Lawyers (A2L); Series 1, Episode 3: Lawyers Stewart Albertson and Keith A. Davidson discuss who will pay the attorney’s fees if you have to go to court to obtain a Trust accounting and object to items contained in that Trust accounting.

Ask 2 Lawyers: Trustees Who Refuse to Communicate

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Ask 2 Lawyers (A2L); Series 1, Episode 4: Lawyers Stewart Albertson and Keith A. Davidson discuss how you can handle a Trustee who refuses to communicate with you as a Trust beneficiary.

Ask 2 Lawyers: Where Can I Find a Copy of the Probate Code?

Where can I find my state's probate code_

Ask 2 Lawyers (A2L); Series 1, Episode 5: Lawyers Stewart Albertson and Keith A. Davidson discuss how you can find a copy of the California Probate Code.

Ask 2 Lawyers: Can a Trustee ask a Beneficiary to Waive a Trust Accounting?

Ask 2 Lawyers (A2L) – Series 5, Episode 1: Attorneys Keith Davidson and Stewart Albertson explain what it means to waive a Trust Accounting.

Ask 2 Lawyers: Can a Trustee Ask for a Beneficiary Release?

Ask 2 Lawyers (A2L) – Series 5, Episode 2: The inheritance attorneys at Albertson & Davidson explain how the trustee should handle asking the beneficiary for a release.

Ask 2 Lawyers: What Documents Should be Provided Along With a Trust Accounting?

Ask 2 Lawyers (A2L) – Series 5, Episode 3: In this video, the attorneys at Albertson & Davidson discuss what documents should be provided to the beneficiary along with the trust accounting.

Ask 2 Lawyers: As a Trustee, What’s the Best Way to Obtain a Release of Liability?

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Ask 2 Lawyers (A2L) – Series 5, Episode 4: Attorneys Keith Davidson and Stewart Albertson explain the most efficient way to obtain a Release of Liability

Hiring A Lawyer

Ask 2 Lawyers: How Do I Hire an Attorney?

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Ask 2 Lawyers (A2L); Series 1, Episode 6: Lawyers Stewart Albertson and Keith A. Davidson discuss how you can hire a Trust litigation attorney.

ASk 2 Lawyers: What if I Can't Afford an Attorney?

What if I can't afford a lawyer_

Ask 2 Lawyers (A2L); Series 1, Episode 7: Lawyers Stewart Albertson and Keith A. Davidson discuss some options you should consider if you cannot afford to pay for an attorney to help you in your Trust or Will litigation lawsuit.

Ask 2 Lawyers: Does Contingency Mean: If i don't Win, I Don't Pay?

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Ask 2 Lawyers (A2L); Series 1, Episode 8: Lawyers Stewart Albertson and Keith A. Davidson discuss how contingency fee agreements work at Albertson & Davidson, LLP.

Probate Law

Ask 2 Lawyers: Should Someone Notify Me When the Trust Changes?

Ask 2 Lawyers (A2L); Series 2, Episode 1: Lawyers Stewart Albertson and Keith A. Davidson discuss whether you should be notified when a change in made to your parent’s Trust document.

Ask 2 Lawyers: What are Trustees NOT Allowed to do With Trust Assets?

Ask 2 Lawyers (A2L); Series 2, Episode 2: Lawyers Stewart Albertson and Keith A. Davidson discuss what Trustee are NOT allowed to do with Trust assets (and what Trustees are allowed to do too).

Ask 2 Lawyers: Can a Trustee Hire Himself to do Work for the Trust Estate?

Ask 2 Lawyers (A2L); Series 2, Episode 3: Lawyers Stewart Albertson and Keith A. Davidson discuss whether a Trustee has the right to hire himself, or a close family member or friend, to do work for the Trust estate.

Ask 2 Lawyers: What if the Trustee Dies Before Distributing Trust Assets?

Ask 2 Lawyers (A2L); Series 2, Episode 4: Lawyers Stewart Albertson and Keith A. Davidson discuss what happens in a Trustee dies before the Trust assets have been distributed to the named Trust beneficiaries.

Beneficiary Rights

Ask 2 Lawyers: How do I know if my loved one left a Will (or Trust)?

Ask 2 Lawyers (A2L) – Series 3, Episode 1: Attorneys Stewart Albertson and Keith A. Davidson from Albertson & Davidson, LLP, discusses how to know if your mom, dad or loved one left a Will or Trust when they passed away.

Ask 2 Lawyers: How do I find out if I was left anything in a Will or Trust?

Ask 2 Lawyers (A2L) – Series 3, Episode 2: Lawyers Stewart Albertson and Keith A. Davidson explain how you can find out if your loved one left you an inheritance.

Ask 2 Lawyers: What if a trustee is spending a beneficiary's special needs trust fund?

Ask 2 Lawyers (A2L) – Series 3, Episode 3: Attorneys Stewart Albertson and Keith A. Davidson talk about the actions special needs beneficiaries can take if a trustee is abusing their special needs trust.

Ask 2 Lawyers: What if the Trustee will not give me my inheritance?

Ask 2 Lawyers (A2L) – Series 3, Episode 4: Lawyers Stewart Albertson and Keith A. Davidson explain what you can do if a Trustee will not distribute your inheritance.

Ask 2 Lawyers: How do I get a copy of the Trust?

Ask 2 Lawyers (A2L) – Series 3, Episode 5: Lawyers Stewart Albertson and Keith A. Davidson discuss how you can go about getting a copy of the Trust document if you are entitled to receive one.

Intestate

Ask 2 Lawyers: If someone passes away without a Will, who becomes executor of the estate?

Ask 2 Lawyers (A2L) – Series 4, Episode 1: Attorneys Stewart Albertson and Keith A. Davidson discuss how estate executors or administrators are appointed when someone dies without a will.

Ask 2 Lawyers: What happens if two different people petition to administer an intestate estate?

Ask 2 Lawyers – Series 4, Episode 2: Lawyers Stewart Albertson and Keith A. Davidson talk about what happens if two people petition to become an administrator or executor of the estate of a person who did not leave a will.

Ask 2 Lawyers: Who gets the assets if a person dies without a Will?

Ask 2 Lawyers (A2L) – Series 4, Episode 3: Attorneys Stewart Albertson and Keith A. Davidson explain what happens to the assets when a person dies without a Will.

Ask 2 Lawyers: My mom passed away without a will. Can my sister live in my mom's home rent free?

Ask 2 Lawyers (A2L) – Series 4, Episode 4: Lawyers Stewart Albertson and Keith A. Davidson talk about what you can do if a sibling, or anyone, is living in your deceased parent’s home without paying any rent.

Marital Rights

 

Ask 2 Lawyers: Does My Property Have to go to My Spouse?

Ask 2 Lawyers: Does My Property Have to go to My Spouse?

Ask 2 Lawyers (A2L) – Series 6, Episode 1: Lawyers Stewart Albertson and Keith A. Davidson establish scenarios in which a spouse’s property may or may not go to their other spouse.

Ask 2 Lawyers: Step-Parents vs. Step-Children: Who Wins?

Ask 2 Lawyers: Step-Parents vs. Step-Children: Who Wins?

Ask 2 Lawyers (A2L) – Series 6, Episode 2: Lawyers Stewart Albertson and Keith A. Davidson explore the complicated relationship between step-parents and step-children and how inheritance works when they are involved.

Ask 2 Lawyers: What Happens to Separate Property?

Ask 2 Lawyers: Step-Parents vs. Step-Children: Who Wins?

Ask 2 Lawyers (A2L) – Series 6, Episode 3: Lawyers Stewart Albertson and Keith A. Davidson explore a particular scenario in which a separate property that has never been added to a trust or will is disputed after the owner passes away.

Ask 2 Lawyers: Can a Non-Married Partner Inherit?

Ask 2 Lawyers: Can a Non-Married Partner Inherit?

Ask 2 Lawyers (A2L) – Series 6, Episode 4: Lawyers Stewart Albertson and Keith A. Davidson talk about what happens if a spouse claims the other spouse’s property despite them never being legally married.

Caregiving

Ask 2 Lawyers: Can A Caregiver Inherit From Their Client?

Ask 2 Lawyers (A2L); Series 7, Episode 1: Lawyers Stewart Albertson and Keith A. Davidson explain if, under California law, a caregiver can receive an inheritance from the one they are assisting.

Ask 2 Lawyers: When Can A Caregiver Be A Beneficiary?

Ask 2 Lawyers (A2L); Series 7, Episode 2: Trust Lawyers Stewart Albertson and Keith A. Davidson explain different scenarios in which a caregiver can be a beneficiary of a trust.

Ask 2 Lawyers: Can I Contest The Trust If The Caregiver Inherits?

Ask 2 Lawyers (A2L); Series 7, Episode 3: Trust Lawyers Stewart Albertson and Keith A. Davidson discuss if it’s possible to contest a trust in an scenario in which a caretaker inherits everything.

Successor Trustee

Ask 2 Lawyers: How Do I Take Over As Trustee From My Parent?

Ask 2 Lawyers (A2L); Series 8, Episode 1: Trust Lawyers Stewart Albertson and Keith A. Davidson explain what you can do if your parents are no longer apt to make a decision on their trusts

Ask 2 Lawyers: Can The Trustee Transfer Assets Into Their Name?

Ask 2 Lawyers (A2L); Series 8, Episode 2: Trust Lawyers Stewart Albertson and Keith A. Davidson explain how does a trust own assets and can a trustee transfer them into their name.

Ask 2 Lawyers: Should Successor Trustees Be Notified of Changes?

Ask 2 Lawyers (A2L); Series 8, Episode 3: Trust Lawyers Stewart Albertson and Keith A. Davidson discuss a scenario in which massive changes to a living trust go unnoticed by the beneficiary or successor trustees as they are never informed about them.

Ask 2 Lawyers: How Long Should It Take To Distribute Assets?

Ask 2 Lawyers (A2L); Series 8, Episode 4: Trust Lawyers Stewart Albertson and Keith A. Davidson explain how long it would take for the assets to be distributed after a successor trustee takes over a trust.