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FIXING BROKEN LIVING TRUSTS IN CALIFORNIA

The Irrevocable Trust Doctor – Robert P. Bergman, Attorney at Law
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The Problem – Outdated Trusts for Married Couples
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Tag: Bypass Trust

Petition to Change Administrative Provisions of a Trust in California: A 2026 Legal Guide

Petition to Change Administrative Provisions of a Trust in California: A 2026 Legal Guide

September 11, 2026 rpbergman

Imagine paying thousands in accounting fees every year for a “broken” Bypass Trust that serves no tax purpose because the language was written in the…

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Filed under: Bypass Trust, California trust law, estate planning, Ex Parte Petition, Probate Code, Santa Clara County, trust modification, uncontested petition

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The Problem – Outdated Trusts for Married Couples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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