Our Blog Posts

Trustee time to go

In this video, partner Keith A. Davidson describes when a Trustee can be removed from a California Trust. It is not always easy to remove a Trustee, but in the right circumstances, removal can be accomplished.

plan prepare perform

Being an aggressive lawyer takes a lot more than raising your voice and pounding the table. You need a good plan, a ton of preparation and then a great performance.

Opening

Every probate has a beginning, middle and an end (so we hope). But you will never get to the middle or end if you don’t get started. How exactly do you open a probate in California? To open probate you file a petition with the Court, referred to as a Petition for Probate. Luckily in […]

joint

Did you know that when you put a child on your joint bank account they become an owner of that money? More than that, your Will does not affect the ultimate distribution of that account. In this video we describe some of the dangers and misunderstandings dealing with joint bank accounts.

dark

Are you being kept in the dark about your Trust or Will rights? It is time to take action. In this video we describe what you can do to shed light on your rights.

trust

Did you know that not all beneficiaries are created equal? There are different levels of beneficiaries in California Trust and each level has different rights and priorities when it comes to Trust distributions. For current beneficiaries, there are three basic levels: (1) specific gift Beneficiaries, (2) general gift Beneficiaries, and (3) residue or remainder Beneficiaries. […]

due process

When you file your Trust or Will lawsuit in court, you may know you are right and the other side is wrong, and you put all your facts in your pleading, so why can’t the court just make a decision right away? Instead, your Probate petition or Trust or Will lawsuit is set for an […]

objection

Have you been served with a Trust or Will lawsuit? Do you know how to object? In this video we describe how to object to your Trust or Will lawsuit.

Attorney Rankings Courtroom

How hard is it to sue a Trustee? In this video we describe some of the hurdles you will face in suing a Trustee for breach of Trust.

promises

Promises, promises. Has anyone ever promised to leave you something after they die? Did they make that promise because you agreed to help them or take care of them leading up to death? If so, you may be able to enforce that promise when the time comes if you are left out of the Will […]