THE FOLLOWING IS A TRANSCRIPT OF THIS VIDEO. FOR MORE INFORMATION, CLICK HERE
Hi, this is Stewart Albertson with Albertson & Davidson and I want to talk to you just briefly about three important sets of documents that we need to get quickly in any type of trust or will contest. So this happens
This is part three of a four part post discussing the newly created standard for proving undue influence directly in California Trust and Will contests.
Effective January 1, 2014, the California Legislature has introduced a new standard for proving undue influence directly (found at Welfare and Institutions Code Section 15610.70; and made applicable to the
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
How do you get a private trustee to take action? A parent dies, one or more of the kids take over as trustee, and nothing happens. The assets of the Trust aren’t gathered together (called marshaling assets), notice is not given to the beneficiaries (as required under P.C. section 16061.7), beneficiaries are kept in the
Trust and Will litigation is a bit of a shell game. You remember the shell game, where a pea is placed under one of three shells and then the shells are re-sorted as quickly as possible so as to lose track of which shell has the pea. The observer is then asked to pick the