What is the single biggest threat to your assets leaving your family? I will give you a hint, it ‘s not estate taxes. Many people believe that estate taxes will take a lion’s share of their estate when they die, yet estate taxes apply to few estates. This year, the estate tax exclusion amount is […]
It can be a bit tricky reading your Trust document. There are a lot of provisions to go through, but two in particular are worth noting. In this video, partner Keith Davidson discusses the provisions he looks for in every San Diego Trust.
Sometime it can be hard to know what someone really wants to do with his or her estate. And if that intent is never written down and recorded somewhere, then it may be impossible to enforce. In this video, partner Keith Davidson talks about the difficulties in establishing and enforcing someone’s wishes.
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 […]
Have you been nominated to act as Trustee of someone’s revocable Trust in Orange County? If so, you have just been handed a big headache. As Trustee you are charged with a mountain of duties and responsibilities. Unfortunately, many people who act as Trustee fail to understand the many duties they have. Instead, they think […]
How do you enforce the intent of your parent or loved one? It can be a bit difficult to do at times. Learn more from this video.
The primary difference between a revocable trust and an irrevocable trust is change. A revocable trust can be amended, changed, or altered simply by a new writing signed by the Settlor. An irrevocable trust cannot be amended or changed. Well, not easily anyway. But there are ways to change or amend an irrevocable trust, if […]
There’s two ingredients to every good Trust and Will trial lawyer: (1) an in-depth knowledge of Trust and Will law, plus (2) an in-depth knowledge of civil litigation. Many lawyers know one or the other, but not both. That can be a problem for successfully navigating a Trust or Will lawsuit through the Court to […]
Why can’t you just freeze Trust assets as soon as you file your Trust lawsuit? Well sometimes you can, but other times it is not so easy. In fact, in nearly every case you have to start from the point that assets are not generally going to be frozen once a lawsuit is filed. Freezing […]
In this video we describe some problems you may encounter with step-parents in your San Diego Trust or Will.
