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You may know that you have to prove your case in Court, but to what extent must it be proven?  In this video, Stewart Albertson discusses the legal burden of proof used in California Trust and Will contest cases.

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As a Trustee, you have a ton of fiduciary duties to invest Trust asset appropriately.  Under California law, an investment strategy must be prepared for every trust, and the best way to document that investment strategy is with an Investor’s Policy Statement, which I discuss in this video.

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Did you know that there are situations where you could revoke your Will without meaning to do so?  In this video I discuss the unintened Will revocation:

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