How would you like to keep lawyers fully employed? Don’t like that idea? Well there are many people who do just that by naming two successor co-trustee’s of their revocable Trust. The thought is a good one: I like both people so why not have them act together. And being a Trustee is a lot […]
If you have a corporate Trustee that you want to remove, it can be a difficult task. In this video, we describe some of the things you should know about removing your corporate trustee.
Welcome to our Carlsbad office and get ready to enjoy our video series on the rights of Trust beneficiaries.
So you have a problem with your inheritance, what are you going to do about it? That’s a tricky question because every case is a little (or a lot) different. Mainly it depends on the type of estate planning device you need to overturn, challenge, or validate. For example, if you are dealing with a […]
Every beneficiary of a Trust has a right to information. What do you want to know about your Trust? What the assets are, how much each asset is worth, the expenses of the Trust, the timeline for paying creditors, the need for a preliminary or final distribution? All fair requests to make and it […]
Ask most lawyers in California how hard it is to prove up an undue influence claim in a Trust Contest or Will Contest. The answer is likely to be that it is difficult to prove undue influence in these types of cases. But that’s most likely due to these lawyers thinking about proving an undue […]
Under California Probate Code section 21700 a Decedent can make an enforceable oral contract to make a California Will or California Trust. Here’s how this situation usually arises. There is an older family member—we’ll call him Tom—who needs some additional care for the last few years of his life. Tom reaches out to his best […]
Although it is difficult to remove a Bay Area Trustee for breach of trust, it can be done. I explain further in the video below on the reasons California law allows a probate court to remove a bad acting Trustee.
AbbVie, Inc.’s efforts to keep a California Wrongful Death case–Calvillo v. AbbVie, Inc.–from being heard by a California jury took another hit earlier today when the United States Judicial Panel on Multidistrict Litigation (JPML) vacated its conditional transfer order that would have sent the case from California to a federal court in Illinois. You can […]
Some of the most difficult cases in the Trust, Probate, and Estate world deal with the wrongful death of a loved one. These cases not only include the tragic loss of a family member, but also the insult of a death that could have been prevented. And, unfortunately, in many cases, the individual or company […]
