Not every beneficiary of a San Diego Trust is entitled to a Trust accounting. Sometimes the accounting right is mandatory, sometimes it is merely discretionary. In this video, partner Keith A. Davidson describes the difference between mandatory vs. discretionary San Diego Trust accounting rights.
The actions and tactics of a wrongdoer can be critical evidence of undue influence in your California Trust or Will contest. In this video, partner Keith Davidson describes the important issue of actions and tactics. For more information, click this link: https://www.aldavlaw.com/practice-areas/litigation/trust-accounting-litigation/
Take everything you know about the English language and throw it out the window, you are about to enter the “Trust Zone.” The Trust Zone is an archaic place where we use centuries old concepts and language to express even the simplest idea. For example, in the Trust Zone you don’t leave your assets to […]
The complicated world of Trust and Estate taxation can be hard to navigate at times, but taxation has gotten a bit easier now that the Federal Estate Tax applies to far fewer estates. Basically, there are two broad categories of possible taxes: Estate Tax and Income Tax. Estate taxes only apply to estate with a […]
So you want to bring a lawsuit because a Trust was not administered properly by the surviving spouse? You better be prepared for a big surprise—your lawsuit may be sunk before it even starts if you do not understand how to properly preserve your rights in Court. The biggest problem with Will and Trust lawsuits […]
There is nothing an Orange County Trust and Will litigation attorney like me loves more than an estate plan done the wrong way. Poorly drafted plans, ambiguous language, unfunded trusts, it’s all a big mess…and music to my ears. But you did not set out to create a mess, did you? Of course not. In […]
If you dare enter the word of San Diego Trust and Will lawsuits, be prepared to encounter a tangled web of rules, statutes of limitations and legal claims. In this video, partner Keith A. Davidson describes the confusing world of San Diego Trust and Will lawsuits.
One of the privileges of being married is that it comes with a host of legal duties and responsibilities. For example, under Family Code section 721, every spouse owes a duty of the highest good faith and fair dealing in transactions undertaken between spouses (try using that argument next time you want to watch your […]
Proving lack of capacity takes more than a showing that someone acted strange from time to time. In this video, partner Keith Davidson discusses what is required to prove lack of capacity in your California Will or Trust contest case.
There are times when a parent or loved one may ask for your help in creating a Trust or Will. It is natural that when people want to put their affairs in order, usually near the end of life, they look to those who help them with everything else. The problem, however, is that there […]
