What happens when the Trustee of your parents’ Trust treats you poorly? Perhaps the Trustee does not return your phone calls, or he/she doesn’t give you copies of the Trust, or he/she refuses to provide you any information about the Trust assets. What is a trust beneficiary to do under these difficult circumstances? Albertson & […]
Let’s face it, lawyers have bad reputations, including being greedy opportunists, lazy, driving sports cars, and not really caring about their clients’ needs. I think part of that has to do with the surrounding circumstances—almost always bad—when it comes to hiring a lawyer. But our not so good reputations also come from not properly setting […]
I get calls every week from Bay Area Trust, Last Will, and Estate beneficiaries complaining that they can’t get their brother or sister, who is the Trustee and Executor of their parents’ estate plan, to provide copies of the parents’ estate plan after the parents have died. In response to these calls, I usually suggest […]
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 Bay Area Trust and Will lawsuits.
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. […]
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 […]
So you want to contest a parent’s Will? You better be ready to argue (and support with evidence) one of the following grounds: Lack of Capacity. To create a San Diego Will, you need to know (1) the nature of your property—a brief description will do—(2) your relation to family members, and (3) the fact […]
if you are settling your Bay Area Trust and Will case, there a few things you better be sure to include. After all, you want your settlement to end the case for once and all so you can move forward with peace of mind. Your peace of mind depends on these top three provisions: For […]
