Monday Nov 18, 2024
Finding Your Advocate: Keys to Choosing a Great Lawyer
Today on Ask 2 Lawyers: Partners Keith A. Davidson and Stewart Albertson talk about how to choose an attorney, what key qualities to look for, and what questions to ask. In this episode we also get to some listener questions regarding trust contests, bad trustees, documents, war stories, and much more. Tune in!
Thrown into the world of trust and estate litigation? Wondering where to go and how to pick the right attorney? Look no further than Ask 2 Lawyers.
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Have questions related to fighting for your inheritance? California trust litigation attorneys Keith Davidson & Stewart Albertson answer common questions on their podcast, Ask 2 Lawyers.
1 years ago
P.S. - the investment firm has about 4-5 IRAs and stocks between my parents, the other accounts are 50/50. Disbursement hasn’t occurred yet for these accounts (to my knowledge)
1 years ago
If the beneficiary designation was changed in person and while my father lived in this home, is a different fact pattern, than a change completely online after my father moved in with my sibling. I would expect the account to be over $80,000, at a ”household name” retirement advisor firms. Thank you for any thoughts on this.
1 years ago
I asked the firm for information, they tell me to contact the trustee. The IRA was moved in the last 2 years, and in the last 6 months of my father’s life he moved in with my sibling. Without info I can’t tell if this is legit, a mistake, or something worse. (I’m reminded of the discovery in the Proctor & Gamble v. Rolison case) My attorney is a Solano Co. probate litigation lawyer, we haven’t worked out a strategy yet. Have you handled something like this?
1 years ago
Thank you for your podcast and videos. I find they’re very good guideposts. Q re your experience with investment firms & IRA accounts. My father was the surviving setlore, and passed away October 2023. My sibling trustee, we are both beneficiaries. My sibling and I are estranged for yrs. I have a probate lawyer, my sib doesn’t. Earlier this yr, the financial firm claims my father’s IRA is 100% to my sibling; it’s been 50/50 historically.