Blog Posts About Trust Beneficiaries

When your San Diego Trustee fails to refuses to make a distribution to you, it is time to take action. In this video, partner Keith A. Davidson describes how to force a Trust distribution. Please visit http://www.aldavlawcarlsbad.com/practice-areas/trustee-breach-of-duty-lititgation for more information.

Just because you are a named Trust beneficiary does not necessarily mean you are entitled to a Trust accounting. There are times when you can get an accounting and times when you can’t. In this video, partner Keith A. Davidson describes when you can obtain a Trust accounting.  

Sometimes a beneficiary has got to go. When a Trustee or a beneficiary refuses to vacate Trust property so it can be sold, then an eviction may be in order. But beware, evictions can be blocked when the right procedure is followed. In this video partner Keith Davidson discusses some…

In traditional nuclear families, the passing of assets from one parent to the other and then to the kids is a natural occurrence most of the time. But when you have a parent who marries a different spouse, a step-parent to you, then the passing of assets is not so…

Sometimes just finding out if you are a beneficiary under a San Diego Trust can be difficult. In this video, partner Keith Davidson describes how to confirm you are a Trust beneficiary and obtain a copy of the Trust document.

Did you know that not all beneficiaries are created equal? There are different levels of beneficiaries in California Trust and each level has different rights and priorities when it comes to Trust distributions. For current beneficiaries, there are three basic levels: (1) specific gift Beneficiaries, (2) general gift Beneficiaries, and…