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Video Posts

There are many assets that pass to children using a beneficiary designation form. A beneficiary designation is any form where beneficiaries are listed. For example, life insurance passes to the beneficiary listed on the life insurance policy. Individual retirement accounts and 401(k)’s pass to the people listed as beneficiaries on…

Can a person under the age of 18 be a Trust beneficiary? Yes, of course. In fact, most people create Trusts when their children are under the age of 18 (referred to as a minor). Minors normally cannot own property directly. Bank accounts, for example, must be opened in the…

When your San Diego co-trustees can’t get along, you have to get one of them removed. In this video, partner Keith A. Davidson discusses how to remove a co-trustee. For more information, click this link: https://www.aldavlaw.com/carlsbad/