Entering the world of Wills, Trusts and probate can be confusing. One of the first questions people often ask is: what is the difference between a Trustee and an Executor? To put it simply, a Trustee is the person who oversees a Trust, while an Executor is the person who oversees a Will, which often
How to Replace a Trustee
How do you replace a Trustee? The answer depends on the language in your Trust document. Most trusts have a specific section that outlines the procedure in which a Trustee can be replaced.
Some Trustees step down willingly. In certain instances, you can have a Trustee sign a document called a Resignation by Trustee, and…
The Trustee Must Pay! How do you go About Surcharging a California Trustee?
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Hi, this is Keith Davidson at Albertson & Davidson. In this video, we’re discussing trustee surcharge. How do you hold your trustee liable for the damages that they have caused to your trust estate?
The number one way that you hold…
Who’s Pulling Your Strings? The Warning Signs of Undue Influence
THE FOLLOWING IS A TRANSCRIPT OF THIS VIDEO. FOR MORE INFORMATION, CLICK HERE
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…
Fraud — A Basis For Overturning A California Will
It doesn’t happen often, but the existence of fraud can cause a Will to be invalid. Fraud is simply a lie (called a misstatement of a material fact in legal parlance). Thus, if someone lies to a person creating a Will (called the testator) and that lie causes a different disposition under the Will than…