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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
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Hi, this is Stewart Albertson with Albertson & Davidson and I want to talk to you about undue influence cases. What makes a good undue influence case and what makes a not-so-good undue influence case? And let me just set this
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Hi, this is Keith Davidson with Albertson & Davidson. In this video, I want to talk about some of the warning signs that you should be aware of to clue you in that undue influence might be taking place with one
THE FOLLOWING IS A TRANSCRIPT OF THIS VIDEO. FOR MORE INFORMATION, CLICK HERE
This is Stewart Albertson with Albertson and Davidson, and I want to talk to you about an issue that we do see from time to time called advances on inheritance. Advances on inheritance are essentially a loan that mom or dad
Just because a Trustee is given discretionary power to decide when to make distributions does not mean they can abuse that power. In this video, partner Keith Davidson discusses when a Trustee must exercise discretion.
Nearly everyday I hear from a Trust or Will beneficiary that they have been threatened with the No-Contest clause by their Trustee or Executor. In today’s legal world, no-contest clauses are rarely enforceable. And yet, the threat is made. Learn what you have to fear, if anything, about your Trust or Will no-contest clause.
The law of no-contest clauses in California has steadily eroded over the past decade. With each change in the law, no-contest clauses become less applicable to beneficiaries. In this video, partner Keith Davidson describes the affect of no-contest clauses on your beneficial interests.
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
Trust and Will law can be frustrating. Especially when you are a helpless beneficiary looking to the Trustee to do the right thing and administer a Trust in a way that is fair and honest to all concerned. Beneficiaries have rights, and they can pursue those rights in Court, but so often the outcome of
1. The Law of Prohibited Transferees
If you’re like me, you would think that lawyers who draft Wills shouldn’t add themselves as beneficiaries (“I leave my entire estate to my beloved son…lawyer”). Unfortunately, a few bad apples ruin the bunch, and a few bad lawyers disagreed with my opening sentence. Thanks to them, we