Skip to content
THE IRREVOCABLE TRUST DOCTOR
FIXING BROKEN LIVING TRUSTS IN CALIFORNIA
  • The Irrevocable Trust Doctor – Robert P. Bergman, Attorney at Law
  • Trust Doctor Blog
  • The Problem – Outdated Trusts for Married Couples
  • The Problem – Lack of Powers of Appointment
  • The Problem – Older Trusts With No Asset Protection for Heirs
  • The Probate Code Solution
  • Fees and Costs
  • Contact Us

Author: rpbergman

Modifying a California Trust After Death: 2026 Guide

Modifying a California Trust After Death: 2026 Guide

October 4, 2026 rpbergman

What if a trust can still be changed after the person who created it has died? A death may make a trust irrevocable, but that does not automatically…

Continue Reading →

Filed under: california probate, Ex Parte Petition, irrevocable trust modification, Probate Code Section 15403, Probate Code Section 15409, Santa Clara County, trust modification, uncontested trust petition
Cost to Modify an Irrevocable Trust in California

Cost to Modify an Irrevocable Trust in California

rpbergman

What if changing an irrevocable trust doesn’t have to mean entering a costly legal battle? The cost to modify an irrevocable trust California…

Continue Reading →

Filed under: California Probate Code, Estate Planning California, Ex Parte Petitions, irrevocable trust modification, santa clara county probate, Trust Modification Cost, Uncontested Trust Petitions
Special Needs Trust Modification Lawyer in California: A Practical Guide

Special Needs Trust Modification Lawyer in California: A Practical Guide

October 3, 2026 rpbergman

Could changing a special needs trust address a beneficiary’s needs without putting the trust’s intended protections or means-tested benefits at risk?…

Continue Reading →

Filed under: beneficiary protections, california probate, Ex Parte Petition, Probate Code Section 15403, Probate Code Section 15409, Santa Clara County, Special Needs Trust, trust modification
San Jose Trust Reformation Attorney: Options for Correcting an Irrevocable Trust

San Jose Trust Reformation Attorney: Options for Correcting an Irrevocable Trust

October 2, 2026 rpbergman

If an irrevocable trust’s terms don’t reflect the intended arrangement or no longer work in current circumstances, a San Jose trust reformation…

Continue Reading →

Filed under: California probate law, irrevocable trust, Probate Code Section 15403, Probate Code Section 15409, San Jose trust reformation attorney, Santa Clara County, trust modification, trust reformation
Can You Modify a California Trust Without All Beneficiaries Agreeing?

Can You Modify a California Trust Without All Beneficiaries Agreeing?

October 1, 2026 rpbergman

Can one beneficiary stop a proposed trust change simply by withholding consent? Not necessarily. A California trust modification without all…

Continue Reading →

Filed under: Beneficiary Consent, California trusts, Ex Parte Petition, irrevocable trust, Probate Code Section 15403, Probate Code Section 15409, santa clara county probate, trust modification

Top Remote California Trust Petition Consultations for Beneficiaries

September 30, 2026 rpbergman

Why Remote Trust Consultations Matter for California Beneficiaries Life happens fast, and trust problems don’t wait. If you’re a California…

Continue Reading →

San Mateo County Trust Modification: 2026 Guide

San Mateo County Trust Modification: 2026 Guide

September 29, 2026 rpbergman

What if an outdated irrevocable trust didn’t have to mean months of waiting for a court date? It’s understandable to worry that changing a trust in…

Continue Reading →

Filed under: California Law, estate planning, Ex Parte Petition, irrevocable trust, Probate Code 15403, Probate Code 15409, San Mateo County, santa clara county probate, trust modification
Correcting Drafting Errors in Trusts: California Court Options

Correcting Drafting Errors in Trusts: California Court Options

September 28, 2026 rpbergman

What if an irrevocable trust’s wording doesn’t match what its creator intended? It’s understandable to worry that an irrevocable trust can’t be…

Continue Reading →

Filed under: California trust law, drafting errors, Ex Parte Petition, irrevocable trust, Probate Code Section 15403, Probate Code Section 15409, Santa Clara County Probate Court, trust modification

Petition for Partial Trust Modification: Fix Broken Irrevocable Trusts in California

rpbergman

When Your Irrevocable Trust No Longer Works Irrevocable trusts were often created with the best intentions, locked in place to…

Continue Reading →

Trust Reformation for Tax Purposes in California: Legal Routes and Limits

Trust Reformation for Tax Purposes in California: Legal Routes and Limits

September 27, 2026 rpbergman

A tax objective may explain why an irrevocable trust needs attention, but it doesn’t automatically give a court grounds to change the trust or…

Continue Reading →

Filed under: Ex Parte Petition, irrevocable trust, Probate Code Section 15403, Probate Code Section 15409, Santa Clara County, tax purposes, trust modification, trust reformation

Post navigation

Page 3 of 9
← Previous 1 2 3 4 … 9 Next →
  • The Irrevocable Trust Doctor – Robert P. Bergman, Attorney at Law
  • Trust Doctor Blog
  • The Problem – Outdated Trusts for Married Couples
  • The Problem – Lack of Powers of Appointment
  • The Problem – Older Trusts With No Asset Protection for Heirs
  • The Probate Code Solution
  • Fees and Costs
  • Contact Us
Copyright © 2026 THE IRREVOCABLE TRUST DOCTOR
Move
  • Email
  • Call