CA Trust, Estate & Probate Litigation

CA Trust, Estate & Probate Litigation

Category Archives: Trust Creation

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Don’t I Need to Know? Must your parents tell you about California Trust changes?

Posted in Trust Amendment & Revocation, Trust Creation, Videos
It can be surprising to learn that a parent made a major Trust revision and never told you about it.  In this video, Keith A. Davidson discusses whether your parents have a duty to tell you about Trust changes. For our email subscribers, please click on the title link to watch this video on our… Continue Reading

Broken Promises: Are Oral Promises to Make a California Trust or Will Enforceable?

Posted in Beneficiary, Litigation, Probate, Probate Court Litigation, Trust Creation, Trustees & Beneficiaries, Will Creation, Wills
Is an oral promise to make a will or trust enforceable under California law? Contrary to what many believe, California law provides for the enforcement of oral promises to make a will or trust. How does the promise to make a will or trust arise? Generally, a parent orally promises a child, a friend, or… Continue Reading

Tales of the two-headed Trustee: How Co-Trustees can create a horror show for Trust administration.

Posted in Trust Creation
Just in time for Halloween, the creation of the two-headed Trustee.  They say two heads are better than one.  So why not have two Trustees manage your Trust estate, or better yet a two-headed Trustee. There can be strength in numbers.  And many Trusts are administered with skill and grace with two Trustees at the… Continue Reading

Will and Trust Creation: The basic requirements of California Trust and Will creation

Posted in Trust Creation, Videos, Will Creation
Keith A. Davidson describes in this video the basic requirements for creating a California Will and Trust. He refers to the basic creation elements as “formalities” and “intentionalities”, terms he uses in teaching California Will and Trust creation at Chapman Law School (which he borrowed from his own Trust and Will professor, Father O’brien (thank… Continue Reading
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