CA Trust, Estate & Probate Litigation

CA Trust, Estate & Probate Litigation

Tag Archives: “estate planning”

Where’s the Will?? How Can I See The Will Of A Deceased Loved One?

Posted in Trust & Will Contests, Trusts, Uncategorized, Will Creation, Wills
THE FOLLOWING IS A TRANSCRIPT OF THIS VIDEO. FOR MORE INFORMATION, CLICK HERE This is Keith A. Davidson from Albertson and Davidson. In this video, I want to talk to you about the differences between Wills and Trusts. A lot of times people think that Wills and Trusts are the same thing, that they’re the… Continue Reading

When Planning Fails: Casey Kasem’s Lessons For California Trusts and Wills

Posted in Estate Planning, Litigation, Planning
Casey Kasem’s passing is a sober reminder of how people with estate plans can still be subject to bitter Court disputes in their golden years.  Prior to Mr. Kasem’s death his wife and children (from a prior marriage) were involved in a bitter conservatorship dispute.  Mr. Kasem had apparently prepared a healthcare directive naming his… Continue Reading

Trial Lawyer Mark D. Perryman Joins Albertson & Davidson as Litigation Partner!

Posted in Litigation
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… Continue Reading

In Trusts we Trust: When should you create a Trust in California?

Posted in Estate Planning, Wills
I have heard it a million times before: “I don’t need a Trust because ____________” you fill in the blank: I don’t have enough money, I won’t care when I’m dead, California probate is easy, my wife and I own everything in joint tenancy…there’s many, many excuses and misinformation regarding Trusts in California. In California,… Continue Reading

Estate Taxes: An Uncertain Future

Posted in Estate & Gift Tax
Death may be certain, but estate taxes are not.  At least not at the end of 2012 when the current Estate Tax exclusion of $5.12 million is set to expire and be automatically reset to $1 million.  With proper planning, married couples can combine their exclusions for a total amount in 2012 of $10.24 million.… Continue Reading

Will and Trust Creation: The basic requirements of California Trust and Will creation

Posted in Trust Creation, Videos, Will Creation
Keith A. Davidson describes in this video the basic requirements for creating a California Will and Trust. He refers to the basic creation elements as “formalities” and “intentionalities”, terms he uses in teaching California Will and Trust creation at Chapman Law School (which he borrowed from his own Trust and Will professor, Father O’brien (thank… Continue Reading

Give a Little After You’re Gone: The benefit of charitable giving at death.

Posted in Estate Planning
Most of us are not capable of giving billions to charity, like Warren Buffet and Bill Gates  But charities, to be successful, don’t need billions (they’d love to have billions, I’m sure, but most operate on far less than that). Most people make modest charitable gifts to their favorite charity, university or church during their lifetime. … Continue Reading

Meet Albertson & Davidson, LLP: Why we practice law as California Trust, Estate and Probate litigtion lawyers

Posted in Litigation, Our Attorneys
This video post is our informal discussion of why we practice law.  It is important for us to know our purpose in practicing law.  In fact, we put our purpose on the first page of our website, and we talk about it constantly.  For those viewing this blog by email subscription, you can click on… Continue Reading

Estate Tax Reduction Passes

Posted in Estate & Gift Tax
As a follow-up to yesterday’s blog post, the House of Representatives passed a package extending the Bush-era tax cuts for two more years and substantially revising the estate tax. Writing for the Non Profit Times, Mark Hrywna reports that had Congress not acted, the estate tax would have returned to its 2001 rates beginning January… Continue Reading
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