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If you are suing to invalidate a California Trust or Trust amendment, you are going to need to hire a few expert witnesses. These are the people who come in and give their expert views on everything from mental states for capacity, susceptibility to undue influence, and any number of financial and accounting issues. You got to have them, but they won't work to your advantage if you don't know how to work with experts successfully.
This video may be more geared to lawyers who are handling Trust litigation lawsuits in California, but non-lawyers can learn a thing or two too from this discussion. In fact, if you are in a Trust litigation lawsuit it never hurts to know how experts should be worked with and pick up a few tips you can discuss with your lawyer.
We hope you enjoy Stewart Albertson and Keith A. Davidson' discussion of their top 5 tips for working with expert witnesses in your California Trust litigation lawsuit.
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Stand, Fight, Win: How to Stand Up, Fight Back, and Win Your Rightful Inheritance
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Your Lawsuit: Understanding the Scrapes, Scratches, and Indignities of the California Litigation Process From Start to Finish
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Timestamps:
0:00 Start
0:15 Why Do You Need Experts?
1:24 Qualified Experts
3:20 Pressure Test Your Experts
4:49 Hire Experts Early
6:10 Experts Help You Identify Evidence
6:58 Meet With Experts Regularly
8:30 Why People Don't Talk to Experts
10:00 Keep Ongoing Communications Open
10:21 Give Experts All Materials
11:13 Attacking Experts
11:50 Typical Materials Given to Experts
14:09 Example of Incomplete Information
15:30 Supplemental Information
18:20 Summary of Top Five Tips
19:19 Hypothetical Examples