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
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Can a Trustee Evict a Beneficiary or Co-Trustee From Trust Property?
In this video, I discuss the basics of whether a Trustee can evict a Trust beneficiary or a Co-Trustee from Trust real property. Albertson & Davidson, LLP has the experience and skills to successfully navigate this for you. Call us today at 909-466-1711.
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Why Can’t Trust and Will Lawyers Stop Saying “NO”!: Can lawyers learn to give practical advice instead of focusing on technicalities?
Predicting 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…
Mom Can’t Manage her Checkbook Anymore…Now What?
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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Contract to Make a Will
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…
Is Your Capacity Kaput?
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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When is Your Capacity Kaput?
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…
California Caretaker Arrested for Forgery and Identify Theft of Family’s Living Trust
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.
According to the San Bernardino County Sherriff’s office…
California’s Wheels of Justice Move Slowly…er
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…
Trial Lawyer Mark D. Perryman Joins Albertson & Davidson as Litigation Partner!
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.
“I chose to join Albertson & Davidson because they share my…