So your parent dies and you see a Will that names you as a beneficiary. Great, you now have a piece of your parents’ property secured as your inheritance…right? Not so fast. Just because you are named in a Will does not necessarily mean you are entitled to any assets because a Will only controls […]
If you are the beneficiary of a San Diego Trust that gives the Trustee the power to make discretionary distributions to you, you may have more rights than you think. While Trustee’s can use discretion to make distributions, they cannot refuse to distribute for no reason at all. In this video we describe some of […]
Some Trust administrations go smoothly and others devolve into all-out warfare in Court, but somewhere between harmony and all-out war stands troubled Trust administrations. Those are the Trusts where the Trustee and the beneficiaries can’t seem to agree on anything. Where information is not easily shared, decisions are questioned, and everything seems to be hostile. […]
Trust and will cases are heard in Probate court and there are some strange rules that apply. The rules can be hard to master because some rules for filing and pleadings are contained in the Probate Code while others are taken from the Code of Civil Procedure. This hybrid of rules makes for a lot […]
As if Trust law wasn’t confusing enough already, here’s a little known twist on how to change or simply terminate your revocable Trust. Once a revocable Trust is created, you retain the power to either amend the Trust and change its terms around, or to terminate the Trust altogether (referred as revoking the Trust). But […]
1. Preparation, preparation, preparation Trial is hard work because you have to be prepared. Preparing witness outlines, documents, and other evidence takes more time than you might imagine. Especially when you have deposition transcripts that you want to use because you really need to reference the page and line numbers for the favorable testimony so […]
You know what your parents wanted, but why does the law of Wills and Trusts make it so hard to obtain the right result? There’s a notion in the law that whatever a person creates, whether it be a Will, Trust, joint tenancy accounts, or joint tenancy titling of real property, it is what that […]
It’s all in the circumstances. Proving undue influence can be a tricky thing to do, especially since the person who was coerced is usually no longer alive to testify in court. Therefore, you have to use the next best thing: circumstantial evidence. In this video, we describe how to prove your undue influence claim in […]
If you were to review every Trust or Will lawsuit filed in California, I would bet that 99% of those lawsuits plead a claims for lack of capacity to overturn a Trust or Will. Lack of capacity is, by far, the most pleaded claim in Trust and Will lawsuits. More accurately, it is the most […]
“…with liberty and justice for all.” Remember that from the Pledge of Allegiance? Well, the Pledge may say, justice for all, but not everyone can afford justice on Trust and Will lawsuits in court. And justice in Trust and Will matters can be more subjective than you think. You certainly know what a just result […]
