Category: Trust Beneficiary

How to Force Your Trustee to Open the Tap

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.

would you like a trust accounting

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.

Time to Go

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 points about eviction.

What are you looking for

It can be hard trying to choose the right lawyer for your Trust or Will contest case. In this video, partner Stewart Albertson describes the reasons why most people hire Albertson & Davidson, LLP to fight for their inheritance rights.

Being a Beneficiary

Beneficiaries should not have to take court action to enforce their rights under a Trust, but so often they do have to take action. Even though a beneficiary has no duties, they do have the burden on enforcing their rights when a Trustee refuses to do the right thing. In this video, partner Keith Davidson […]

Will your inheritance

We keep talking about California no-contest clauses because people keep asking about them. No-contest clauses are by far the most confusing aspect of Trust and Will litigation. In this video, partner Stewart Albertson discusses when they apply, and when they don’t.

man taking someone else's inheritance

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 simple; especially where the step-parent has children […]

How do you know

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.

dark

Are you being kept in the dark about your Trust or Will rights? It is time to take action. In this video we describe what you can do to shed light on your rights.

trust

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 (3) residue or remainder Beneficiaries. […]