Category: Videos

man caught in the middle of two Trustees who can't get along

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/

A Good Back Story

It can be hard to convince and judge or jury to rule in your favor unless you have a good back-story. That means a good reason why someone would have left you assets had they not been unduly influenced. In this video, partner Keith A. Davidson describes the need for a good story to go […]

get ready to duke it out

Most California Trust or Will lawsuits settle before trial, but settlements are only possible when both sides agree to a voluntary settlement. If no settlement is obtained, then you must go to trial. In this video, partner Keith A. Davidson describes trial in California Trust and Will lawsuits.

Apparent Authority

Having a position of authority over an elder can lead to undue influence. In this video, partner Keith A. Davidson discusses the important factor of apparent authority. For more information, click this link: https://www.aldavlaw.com/practice-areas/litigation/abused-trust-will-beneficiary-litigation/

Mandatory vs discretionary

Not every beneficiary of a San Diego Trust is entitled to a Trust accounting. Sometimes the accounting right is mandatory, sometimes it is merely discretionary. In this video, partner Keith A. Davidson describes the difference between mandatory vs. discretionary San Diego Trust accounting rights.

Nobody Goes in Im unduly influencing

The actions and tactics of a wrongdoer can be critical evidence of undue influence in your California Trust or Will contest. In this video, partner Keith Davidson describes the important issue of actions and tactics. For more information, click this link: https://www.aldavlaw.com/practice-areas/litigation/trust-accounting-litigation/

how does trust & will law fit together

If you dare enter the word of San Diego Trust and Will lawsuits, be prepared to encounter a tangled web of rules, statutes of limitations and legal claims. In this video, partner Keith A. Davidson describes the confusing world of San Diego Trust and Will lawsuits.

Crazy or Incapacity

Proving lack of capacity takes more than a showing that someone acted strange from time to time. In this video, partner Keith Davidson discusses what is required to prove lack of capacity in your California Will or Trust contest case.

How to Force Your Trustee to Open the Tap

When your San Diego Trustee fails to refuses to make a distribution to you, it is time to take action. In this video, partner Keith A. Davidson describes how to force a Trust distribution. Please visit http://www.aldavlawcarlsbad.com/practice-areas/trustee-breach-of-duty-lititgation for more information.

would you like a trust accounting

Just because you are a named Trust beneficiary does not necessarily mean you are entitled to a Trust accounting. There are times when you can get an accounting and times when you can’t. In this video, partner Keith A. Davidson describes when you can obtain a Trust accounting.