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Course 1 – Lessons 1 To 3: Prudent Trustee Investing Blog


aldavlaw.com
These are the beginning ground rules for Trust investing: The Trustee must act as a prudent investor would act; The specifics of the Trust must be considered; and The Trustee must act with reasonable care, skill, and caution.
2024-01-24 21:18
It’s not every day that you meet people you like. But occasionally a great group of people come together that just seem to click. It’s like that person you meet for the first tim… Read More
2023-10-11 16:58
If you have been notified that you are the beneficiary of someone’s last will and testament or a trust, congratulations to you. Someone has thought well enough of you or your organizat… Read More
2023-05-24 15:45
Often when people are drafting estate planning documents, they will be advised to include a “no contest clause” in their last will and testament. A no-contest clause – also… Read More
2023-04-24 19:51
When a parent dies, a child who finds out their parent’s will does not treat them similarly to how it treats other heirs may have reason to contest the will in probate court. Any inter… Read More
2023-02-22 21:14
Lawsuits are expensive. Each party in a lawsuit must bear their own attorneys’ fees. In California, parties to litigation should not expect to recover their fees from the opposing part… Read More
2023-02-10 14:48
Under California law, a decedent’s family members (even the decedent’s children), are not necessarily entitled to receive an inheritance under California law. A California reside… Read More
2023-01-31 17:20
If you are considering setting up a trust, or you are the beneficiary of a trust, it is important to understand the role of the trustee. The trustee is the individual or institution that hol… Read More
2023-01-19 16:20
One of the primary ways wealth is built in our society is for one generation to pass on money and property to the next. A stolen inheritance can jeopardize your financial future and possibly… Read More
2022-09-16 07:00
If you are a beneficiary of a Trust in California, you have legal rights. Below is a list of some of a California Trust beneficiary’s basic rights. Obtain Copies of Trust Documents Tr… Read More
2022-01-31 17:28
Albertson & Davidson is proud to sponsor San Diego Mountain Biking Association. Over 1600 members have joined the San Diego Mountain Biking Association to provide a unified voi… Read More
2020-12-24 07:00
Can litigants overturn a settlement agreement? When parties attend mediation and enter into a settlement agreement, sometimes they develop an uncomfortable feeling when they wake up the next… Read More
What’s Your Case Really Worth?
2020-11-11 07:00
Sometimes there is a disconnect between lawyers and clients on how likely they believe the case is to succeed, and the monetary value of the case. Why? Litigants typically don’t think… Read More
Must I Beg? How To Receive Your Inheritance
2020-10-01 07:00
Are you having a hard time receiving your inheritance? You are a named beneficiary of a trust and you are entitled to an inheritance. You should just be handed your share of the money&hellip&hell…Read More

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