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.
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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
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
The biggest decision for anyone creating a revocable, living trust is the choice of Trustee. A Trustee acts as the manager of the Trust assets. They call all the shots, make all of the important decisions, and decide when and how the Trust assets will be distributed. The Trustee is in a very powerful position
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
Children are a big part of Trust planning, and a big part of Trust litigation (lawsuits) when the planning falls apart (or is not done properly to begin with). There are many factors that affect planning for children, including age, marital status, health, legal or creditor issues, and level of responsibility (or rather perceived level