Helping California Trust and Will beneficiaries fight for their inheritance. Learn more with the Benenficiary's Corner.
How do you get money out of a Trust when the Trustee will not make a distribution to the beneficiaries? Attorneys Stewart Albertson and Keith Davidson explore common problems and questions relating to Trust distributions in this episode of Stand, Fight, Win LIVE: Real Lawyers, Real Answers!
Are handwritten notes on a Trust or Will valid? Join us for Stand, Fight, Win! LIVE: Real Lawyers, Real Answers. We will be taking your questions LIVE! #beneficiaries #inheritance
What are the disclosure responsibilities of the Trustee? Do beneficiaries have to sign waivers and liability releases? Join us for Stand, Fight, Win! LIVE: Real Lawyers, Real Answers. We will be taking your questions LIVE! #beneficiaries #inheritance #trusteeliability
What happens if there aren't enough funds for each named beneficiary? Do certain beneficiaries take priority over others? Join us for Stand, Fight, Win! LIVE: Real Lawyers, Real Answers. We will be taking your questions LIVE!
What happens to the marital property when one spouse passes away? Is it possible that your spouse's half can go to someone else? The answer is YES. Join us for Stand, Fight, Win! LIVE: Real Lawyers, Real Answers. We will be taking your questions LIVE!
Attorneys Stewart Albertson and Keith Davidson are going to answer some common questions about Successor Trustees.
What is the right kind of Trust fund to leave for a child with special needs? What kinds of problems can arise? In today's episode of our Stand, Fight, Win! Live Stream, Attorneys Stewart Albertson and Keith A. Davidson will discuss Special Needs Trusts and traditional Trust funds, and how to avoid potential problems. Join us for Stand, Fight, Win! LIVE: Real Lawyers, Real Answers. We will be taking your questions LIVE! #freelegalhelp #freelegaladvice #specialneeds #trustfund
A new California Appellate Case may spell disaster for people defending their inheritances. Attorneys Stewart Albertson and Keith A. Davidson will discuss this ground-breaking case in the next episode of Stand, Fight, Win! Live Stream: Real Lawyers, Real Answers. And we will be taking your questions LIVE!
If you are creating a Trust or are a Trust Beneficiary, you'll want to watch this. We will be sharing with you the TOP FIVE things that can cause big problems for Trust Beneficiaries. And we will be taking your questions LIVE! #freelegalhelp #freelegaladvice
The path to a rightful inheritance can be simple or complex depending on the will or trust document. Tune in to find out what you need to know. We will be taking your questions LIVE!
Today's modern families often include stepparents and stepchildren. Many problems can arise without proper estate planning. Tune in to learn more about these issues and what you can do to overcome or mitigate them.
We are discussing your options when you have a sibling that is a bad trustee or that is abusing a parent's trust, property or assets.
Episode 10 of the Stand, Fight, Win live stream features some important information about elder financial abuse. This type of abuse is becoming an epidemic among families across California. Listen to lawyers Stewart Albertson and Keith A. Davidson discuss elder financial abuse.
In this episode, our Trust trial attorneys Keith A. Davidson and Stewart Albertson talk about attorney malpractice in Trust and Will creation. A mistake on a trust or will can cause you to lose your inheritance. We start with a look at a recent appellate court decision and then answer commonly asked questions about attorney malpractice. Finally, we will go through out latest practice pointers to avoid malpractice lawsuits.
In this episode, Keith and Stewart talk about a recent appellate case where a court let a trustee off-the-hook for various breaches of trust. They also discuss their latest views on a commonly asked question: can a trust beneficiary request an accounting if mom or dad is still alive?
The Talk provides the viewpoints of Stewart Albertson and Keith A. Davidson on the topic of California No Contest clauses found in Californa Trusts and Wills.
The Law provides our professional opinon on the options you have to deal with California No Contest clauses found in California Trusts and Wills.
The facts discusses the basic rules for California No Contest clauses and sets out hte factual scenario we will use for our discussions in the next two podcasts.
In this episode, partners Keith and Stewart discuss their views of California attorney malpractice claims.
In this episode we discuss the basic elements for proving a California Undue Influence claim and present the facts we will use in the next two podcasts.
The Facts: a factual scenario on Trust prudent investing. This factual scenario will be used in the next two podcast edisodes to further discuss Trust prudent investing.
Opening a California probate estate can be frustrating because of the procedural hurdles that you have to jump over. But fear not, probate can be opened with patience and using the right forms. In this episode we describe the process to open a probate estate.
If you are in the middle of a Trust or Will lawsuit, you will need to find all relevant evidence to prepare for trial. How do you do that? Using all the same rules and procedures available to any civil lawsuit.
In this episode of all things Trusts and Wills, we discuss what punishment can be imposed on a bad Trustee. Specifically where the Trustee is also a beneficiary. While there are a number of damages and punishments that can be imposed on a bad Trustee, disinheritance may be a tricky proposition. Listen to this episode to find out more.
In this episode we interview Mr. Rich Gaines of Legacy Legal. Mr. Gaines shares his insights on how to plan for your future to help your family avoid the costly effects of litigation.
Why is it so hard to restore what is rightfully yours after a loved one dies? In this episode we describe the difficulties in obtaining a fair result.
Every Trustee owes a duty to communicate to his or her beneficiary, but that does not mean that it always occurs. In this episode we discuss Trustee's who give their beneficiaries the cold shoulder.
If you are creating a revocable Trust in California, put some thought into your successor Trustee.
Lack of capacity is the most common claim made in California Trust and Will contest, but proving that claim in court can be trickier than you think. In this podcast, we discuss the ins and outs of proving lack of capacity in court.
If you are trying to reclaim your inheritance, you have to know how to take action in court. In California Trust and Will lawsuits, taking action is not always easy to figure out. In this podcast we describe some of the ways in which you have to proceed to reclaim your rights.
If you are the beneficiary under a Will, there's a lot of information you should know. In this podcast we discuss the important factors you should know as a beneficiary of a California Will in probate.
Being a Trust beneficiary can be confusing. In this podcast we describe the top 10 things you must know as a trust beneficiary. Remember, you must know your rights as a Trust beneficiary is you want to protect them.