The Childish Balancing Act-How to Plan for Children in Your Trust.
Children are a big part of Trust planning, and a big part of Trust litigation (lawsuits) when the planning falls apart (or is not done properly to begin with). There are many factors that affect...
View ArticleWill and Trust Creation: The basic requirements of California Trust and Will...
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...
View ArticleChoose Wisely: Some considerations for choosing a good Trustee for a...
The biggest decision for anyone creating a revocable, living trust is the choice of Trustee. A Trustee acts as the manager of the Trust assets. They call all the shots, make all of the important...
View ArticleTales of the two-headed Trustee: How Co-Trustees can create a horror show for...
Just in time for Halloween, the creation of the two-headed Trustee. They say two heads are better than one. So why not have two Trustees manage your Trust estate, or better yet a two-headed Trustee....
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