Category: Trust Contests

contesting a will in California

When a parent dies, a child who finds out their parent’s will does not treat them similarly to how it treats other heirs may have reason to contest the will in probate court. Any interested party – not just children of the deceased – can contest a will in California by moving immediately after the death to […]

trust contest lawsuit explained

A trust contest is a lawsuit that challenges the validity of a trust. In the state of California, if you wish to contest an irrevocable trust, you must file a petition with your local probate court for the purpose of setting aside or modifying the trust. We will explain how and why one might choose […]

New Learning Center Thumbnail

In our modern age, texts and emails can be a benefit or a huge detriment to your Trust litigation case. There are times when the written word will back up your story, and then there are times when we send texts or emails that don’t look so good in the light of day. We’ve all […]

trust beneficiary bill of rights

If you are a beneficiary of a Trust in California, you have legal rights. Below is a list of some of a California Trust beneficiary’s basic rights. Obtain Copies of Trust Documents Trust beneficiaries are entitled to receive copies of the Trust documents. Beneficiaries should receive copies of the Trust when either: The Trust (or […]

What is Evidence

You must have evidence if you want to win at trial. But what is evidence? There are three types of evidence: facts, witnesses, and documents. And most facts will be introduced at trial through either a witness or a document, or sometimes both. Evidence further comes in two broad varieties: direct and circumstantial. Direct evidence […]

Hero for Hire

How do you hire an attorney when you need help dealing with a bad Trustee? Trustees have access to all the Trust resources, while beneficiaries do not. As a beneficiary, you cannot withdraw money from a Trust bank account to pay for legal services. So what are you to do? You have two choices: (1) […]

the monstrous new trust

The old switcher-oo can happen to just about anyone. That’s where the old Trust is abandoned for a new Trust. And the new Trust has entirely new provisions that leave everything to the bad actor. For example, let’s say your oldest brother has decided that he should receive the entire estate. Your father passed away […]

big challenge

Challenging a Trust or a Trust amendment is hard work, but it can be made even harder if you cling to irrelevant myths that will not help you win your case. We want to start by dispelling a few myths before we actually get into the nitty-gritty of how to contest trust or trust amendment. […]

big challenge

I want to welcome you to The Big Challenge. We’ve done a lot of videos over the years where we talk about things like lack of capacity, undue influence. These are legal grounds for overturning a trust or a trust amendment. But we’ve never put together a comprehensive course that goes from start to finish. […]

the have nots

If you have been disinherited from a Trust, meaning you were named to receive a gift and then a new document removed you from the Trust, you are a “Have Not.” Have Not’s are typically children who were part of a long-standing Trust until either an amendment or a new Trust came along excluding them […]