Year: 2015

If you have a corporate Trustee that you want to remove, it can be a difficult task. In this video, we describe some of the things you should know about removing your corporate trustee.

Welcome to our Carlsbad office and get ready to enjoy our video series on the rights of Trust beneficiaries.

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So you have a problem with your inheritance, what are you going to do about it? That’s a tricky question because every case is a little (or a lot) different. Mainly it depends on the type of estate planning device you need to overturn, challenge, or validate. For example, if you are dealing with a […]

 Every beneficiary of a Trust has a right to information. What do you want to know about your Trust? What the assets are, how much each asset is worth, the expenses of the Trust, the timeline for paying creditors, the need for a preliminary or final distribution? All fair requests to make and it […]

Overcoming Hurdles

Ask most lawyers in California how hard it is to prove up an undue influence claim in a Trust Contest or Will Contest. The answer is likely to be that it is difficult to prove undue influence in these types of cases. But that’s most likely due to these lawyers thinking about proving an undue […]