Let’s face it, lawyers have bad reputations, including being greedy opportunists, lazy, driving sports cars, and not really caring about their clients’ needs. I think part of that has to do with the surrounding circumstances—almost always bad—when it comes to hiring a lawyer. But our not so good reputations also come from not properly setting […]
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 […]
We’ve used the term “abused trust beneficiary” to define beneficiaries who are being mistreated by a Trustee or Executor of a Bay Area Trust or Will. Most abused trust beneficiaries feel helpless to respond to the poor treatment by Trustees and Executors. In the video below, I explain how you can hold Trustees and Executors […]
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 […]
One of the grounds for removing a San Diego Trustee (under Probate Code Section 15642) is where hostility or lack of cooperation among the Co-Trustees impairs the Trust administration. How often do Co-Trustees engage in hostility? All the time! Well, I may be jaded because I only see the bad Co-Trustee relationships, but it does […]
