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Tag: beneficiary protections

Special Needs Trust Modification Lawyer in California: A Practical Guide

Special Needs Trust Modification Lawyer in California: A Practical Guide

October 3, 2026 rpbergman Leave a comment

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

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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
  • 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  • The Problem – Outdated Trusts for Married Couples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
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