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 […]
There are four basic elements that must be proven in a Bay Area Financial Elder Abuse lawsuit: 1. the vulnerability of the victim, 2. the elder abuser’s apparent authority, 3. the actions or tactics used by the elder abuser, and 4. the equity of the result. I’ve provided more information on California Financial Elder Abuse […]
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 […]
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 […]
