The Brooke Astor estate in New York provides insight into the Financial Elder Abuse laws that are being used, and abused, more often as more people age. In this video, we describe the important issue of California Financial Elder Abuse.
Our Blog Posts
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.
Why does it take so long to get a result from your trust or will lawsuit? In this video we describe the reason for the delays you encounter in court.
If you have been disinherited, or your inheritance has been stolen from you in some way, you have just one chance to fight for your legacy. But not fighting is also an option, it all depends on what you want to do. A few years ago, a client told me that he wanted to fight […]
So your parent dies and you see a Will that names you as a beneficiary. Great, you now have a piece of your parents’ property secured as your inheritance…right? Not so fast. Just because you are named in a Will does not necessarily mean you are entitled to any assets because a Will only controls […]
If you are the beneficiary of a San Diego Trust that gives the Trustee the power to make discretionary distributions to you, you may have more rights than you think. While Trustee’s can use discretion to make distributions, they cannot refuse to distribute for no reason at all. In this video we describe some of […]
Don’t be confused about what it takes to create a valid Will. Notarization does not cut it. In this video we discuss the requirements for a valid Will.
Some Trust administrations go smoothly and others devolve into all-out warfare in Court, but somewhere between harmony and all-out war stands troubled Trust administrations. Those are the Trusts where the Trustee and the beneficiaries can’t seem to agree on anything. Where information is not easily shared, decisions are questioned, and everything seems to be hostile. […]