Albertson & Davidson, LLP

Founded in 2008, Albertson & Davidson serves abused beneficiaries who are facing financial battles over trusts, wills, and probate matters. Our team of seven estate attorneys has extensive courtroom experience successfully litigating complex and often emotionally charged legal issues.

Albertson & Davidson, LLP Blogs

Latest from Albertson & Davidson, LLP

https://youtu.be/0dWwMLg8zQs The Following is a Transcript of this Video. For More Information, CLICK HERE Hi, this is Keith Davidson at Albertson & Davidson.  In this video, we’re discussing trustee surcharge.  How do you hold your trustee liable for the damages that they have caused to your trust estate? The number one way that you hold a trustee liable is you have to go to court on a petition asking the court to order the trustee…
https://www.youtube.com/watch?v=-wOIm-BAg4w&t=1s The Following is a Transcript of this Video. For More Information, CLICK HERE Hi, this is Keith Davidson from Albertson & Davidson.  In this video, I want to talk about remedies that the court can use to fix your trust problem.  Under Probate Code section 16420, the court has a right to take certain actions against trustees in order to fix whatever problem you’re having with your trust. Number one on that list is…
https://youtu.be/aFnpYo1Grj8 The Following is a Transcript of this Video. For More Information, CLICK HERE  Hi, this is Stewart Albertson of Albertson & Davidson and I want to talk to you briefly about the meet and confer requirement that is imposed on us by many statutes in California law. A meet and confer is where we are required as lawyers to meet with one another, whether it is in writing or on the phone, or at…
https://youtu.be/ZMWM4LzZORc The Following is a Transcript of this Video. For More Information, CLICK HERE Hi, this is Stewart Alberton with Albertson & Davidson and we’ve been discussing contingency fee agreements and the benefits, the advantages and disadvantages to entering into a contingency fee agreement.  And I want to talk to you about one more benefit on the contingency fee agreement is the costs that your attorney agrees to pay while the case is going forward.…
https://youtu.be/CqCzpE2Lo08 The Following is a Transcript of this Video. For More Information, CLICK HERE Hi, this is Keith Davidson from Albertson & Davidson.  In this video, we’re discussing real property taxes. When a person passes away and they transfer assets, real property, from themselves to their children, under California law, the children are allowed to file a parent to child exclusion.  And what that does, it prevents the house or the real property from being…
https://youtu.be/Kwjv5ElYuJQ 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 about an issue that we are seeing more and more of and that has to do with statute of limitation.  Statute of limitation being the time period that you’re allowed to bring a lawsuit, whether it’s in probate court or civil court. What we’re seeing…
https://youtu.be/RmeHLVyYIvY The Following is a Transcript of this Video. For More Information, Click Here Hi, this is Keith Davidson from Albertson & Davidson.  In this video, I’m talking about can you release your trustee from liability and, in particular, can a trustee force you to sign a release in order to get your trust distribution?  And you see this happen fairly often or more often than it really should.  Which is a trustee will say,…
https://youtu.be/KgLsutHSauM 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 about how we find assets in a trust or will contest case.  And this is a problem.  This is something that we have a hard time explaining to clients, at times, because the clients come to us and they say I know Mom and Dad…
THE FOLLOWING IS A TRANSCRIPT OF THIS VIDEO. FOR MORE INFORMATION, CLICK HERE Hi, this is Keith Davidson from Albertson & Davidson.  In this video, we’re talking about trust accountings.  And we just finished a video where we talked about when you are entitled to a trust accounting and it depends on the type of beneficiary you are.  But there’s two instances where you may not be entitled to a trust accounting, no matter what…
THE FOLLOWING IS A TRANSCRIPT OF THIS VIDEO. FOR MORE INFORMATION, CLICK HERE Hi, this is Keith Davidson from Albertson & Davidson.  In this video, I want to talk about whether or not you, as a trust beneficiary, are entitled to an accounting.  And the answer is maybe – which is a typical lawyer answer.  But let’s go through who is and who is not, necessarily, entitled to a trust accounting. For starters, all current…