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Hi, this is Keith Davidson at Albertson & Davidson. And in this video, I want to discuss step-parents. And I don’t mean to disparage step-parents, there’s a lot of very good step-parent and step-child relationships out there. But, there’s also some
Funny thing about Trustees, they are expected to seek help, just not too much help. Generally, Trustees are not allowed to delegate their duties (see Probate Code section 16012). The rules state that anything the Trustee can “reasonably” be required to personally perform cannot be delegated. And the Trustee can never delegate the entire
Is an oral promise to make a will or trust enforceable under California law? Contrary to what many believe, California law provides 
for the enforcement of oral promises to make a will or trust.
How does the promise to make a will or trust arise? Generally, a parent orally promises a child, a friend, or
Another addition to our video series: Partner Stewart R. Albertson discusses how we help protect abused Trust beneficiaries.
Another year is in the books, and on the web for us thanks to our blog. We wrote quite a few articles again this year, but there are a few stand-outs among them. The following list represents our twelve most popular articles (and our personal favorites too):
We spend a good deal of time discussing the shortcomings of individual Trustees. But there are a few tips that beneficiaries should know to try to make a Trust administration go a little smoother.
1. Patience is a Virtue. It takes time to properly administer a Trust estate. Assets have to be gathered together
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
I get calls every week from California Trust, Last Will, and Estate beneficiaries complaining that they can’t get their brother or sister, who is the Trustee and Executor of their parents’ estate plan, to provide copies of the parents’ estate plan after the parents have died.
I usually suggest the following. First, send a letter
Assets in Trust and Will Litigation
Like nearly every legal claim or cause of action, Trust and Will lawsuits carry various limitation periods within which to file suit. The complexity lies in how the various limitations work, when they apply, and how they overlap in this area.