Did you know that there are different levels of capacity for creating a California Trust versus a California Will–at least sometimes there are.  There are times, however, when the capacity standard is the same.  In this video, Stewart Albertson describes the different levels of capacity required for a California Trust versus a California Will, and

No Photo.jpgPredicting the outcome of a Trust or Will contest lawsuit is a bit like forecasting the weather.  You may have some idea of what is to come, but clear skies can turn into a thunderstorm with very little warning.  And when lawyers predict the wrong result for their clients, most clients get angry—even though the

When a parent can no longer care for himself or herself it may be time for a convervatorship.  But what is a California conservatorship?  In this video our newest partner at Albertson & Davidson LLP, Mark D. Perryman, explains the basic types of conservatorships in California.

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Have you ever had someone promise to leave you something at their death in return for you taking care of that person?  You may have a contract to make a Will, which is enforceable in California.  In this video, Stewart Albertson discusses the way in which you can enforce a contract to make a Will

What do you do when a parent is losing capacity, but refuses to admit it?  In this video, I discuss come options for dealig with parents when their capacity is kaput.

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If you went to the trouble to create a California estate plan that includes a revocable Trust, durable power of attorney for financial assets, and a healthcare directive, you probably have a capacity provision in each of these documents.  The capacity provision says that your successor Trustee or successor agent (under the durable power of

Last week the San Bernardino County Sherriff’s office announced that they have arrested a caretaker for alleged forgery and identity theft of a family’s living trust.  This is big deal because wrongdoers are so rarely arrested and charged for their criminal actions in Trust and Will cases. 

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According to the San Bernardino County Sherriff’s office

If you are not around the Court system very often you may not realize the absolute financial crisis affecting our judicial system, especially in California.  Services that were once considered basic Court services are now unaffordable luxuries—such as enough Courtrooms, Judges, and staff to properly run the Court system.  Filing fees have skyrocketed, the number

Albertson & Davidson, LLP is pleased to announce the addition of attorney Mark D. Perryman to the firm as a partner.  Mr. Perryman focuses his practice on Trust, Will and Probate litigation.  He also helps clients in estate planning, trust administration and business litigation.  

Mark D. Perryman

“I chose to join Albertson & Davidson because they share my