The Following is a Transcript of this Video. For More Information, Click Here
Hi, this is Stewart Albertson with Albertson & Davidson and I want to talk to you about how we find assets in a trust or will contest case. And this is a problem. This is something that we have a hard
THE FOLLOWING IS A TRANSCRIPT OF THIS VIDEO. FOR MORE INFORMATION, CLICK HERE
Hi, this is Keith Davidson from Albertson & Davidson. In this video, we’re talking about trust accountings. And we just finished a video where we talked about when you are entitled to a trust accounting and it depends on the type
THE FOLLOWING IS A TRANSCRIPT OF THIS VIDEO. FOR MORE INFORMATION, CLICK HERE
Hi, this is Keith Davidson from Albertson & Davidson. In this video, I want to talk about whether or not you, as a trust beneficiary, are entitled to an accounting. And the answer is maybe – which is a typical lawyer
THE FOLLOWING IS A TRANSCRIPT OF THIS VIDEO. FOR MORE INFORMATION, CLICK HERE
Hi, this is Keith Davidson at Albertson & Davidson. In this video, I want to discuss whether the successor trustee of a trust has an obligation to declare the trust settlor incompetent.
Let me explain some of those terms before
You may be surprised to learn that there are a number of ways that a bad Trustee can escape liability in Court. For starters, if the Trustee disclosed a questionable transaction in writing to you, you only have three years in which to file a lawsuit. But that’s just the start.
Consent, release, and
“If you got it, flaunt it baby!” That’s one of my favorite lines from the movie The Producers by Mel Brooks. The same can be said of California Trustees (although not referring to their looks of course). For Trustees, if you have a special skill you are expected to use them.
For example, if you
How accurate does a Trust accounting have to be in order to be approved by the Court? I always say that every accounting balances, it is just a matter of finding the right information. Still, it can be frustrating to put together a year or two (or three or four) of information and not
If you are a Trustee of a California Trust, you have a lot to learn about your duties and responsibilities. And the law assumes you know your duties. In this video we discuss how to learn about your duties as Trustee.
If you are the beneficiary of a California Trust, there are a few things you ought to know to help you understand and protect your rights as a Trust beneficiary. Here’s the Top 10 things you must know as a Trust beneficiary:
1. Know your Trust.
Read it and then read it again. If
It can be confusing, and a little worrisome, to be kept in the dark by your Trustee. Time to find out what’s going on. In this video, Keith Davidson discusses how to find out what your Trustee is up to.
For our email subscribers, please click on the title link to watch this video on