Many times a Trustee wants the Trust beneficiaries to sign a waiver of accounting and release of liability before any Trust distributions are made. It is understandable (from the Trustee’s perspective) that he wants to prevent any future lawsuits before all the Trust money is distributed. But do waivers and releases really work? In a […]
Have you ever heard of law and equity? Nearly everyone has heard of law, in fact many people believe the law is a set thing that is easily applied with clear-cut rules (not true in most cases by the way). Equity, on the other hand, is a lesser-known concept, which is ironic since a huge […]
Being an aggressive lawyer takes a lot more than raising your voice and pounding the table. You need a good plan, a ton of preparation and then a great performance.
Did you know that when you put a child on your joint bank account they become an owner of that money? More than that, your Will does not affect the ultimate distribution of that account. In this video we describe some of the dangers and misunderstandings dealing with joint bank accounts.
When you file your Trust or Will lawsuit in court, you may know you are right and the other side is wrong, and you put all your facts in your pleading, so why can’t the court just make a decision right away? Instead, your Probate petition or Trust or Will lawsuit is set for an […]
1. Preparation, preparation, preparation Trial is hard work because you have to be prepared. Preparing witness outlines, documents, and other evidence takes more time than you might imagine. Especially when you have deposition transcripts that you want to use because you really need to reference the page and line numbers for the favorable testimony so […]
“…with liberty and justice for all.” Remember that from the Pledge of Allegiance? Well, the Pledge may say, justice for all, but not everyone can afford justice on Trust and Will lawsuits in court. And justice in Trust and Will matters can be more subjective than you think. You certainly know what a just result […]
How would you like to keep lawyers fully employed? Don’t like that idea? Well there are many people who do just that by naming two successor co-trustee’s of their revocable Trust. The thought is a good one: I like both people so why not have them act together. And being a Trustee is a lot […]
