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FIXING BROKEN LIVING TRUSTS IN CALIFORNIA
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Tag: california probate

Petition to Terminate a Trust in San Bernardino County: Who Can

Petition to Terminate a Trust in San Bernardino County: Who Can

October 21, 2026 rpbergman Leave a comment

A parent’s death doesn’t, by itself, give an heir authority to end an irrevocable trust. All beneficiaries may petition a court to modify or…

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Filed under: california probate, irrevocable trust, petition to terminate trust, Probate Code Section 15403, Probate Code Section 15409, San Bernardino County, trust modification
Modify an Irrevocable Trust in San Diego: What to Know

Modify an Irrevocable Trust in San Diego: What to Know

October 11, 2026 rpbergman

Under certain circumstances, a trust being administered in San Diego County may be the subject of a petition filed in Santa Clara County. We assist…

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Filed under: california probate, estate planning, Ex Parte Petition, irrevocable trust, Probate Code Section 15403, Probate Code Section 15409, San Diego County, trust modification
Petition to Replace a California Irrevocable Trust Trustee

Petition to Replace a California Irrevocable Trust Trustee

October 10, 2026 rpbergman

A California court may remove a trustee when the facts and applicable law support that request. A petition to replace trustee irrevocable trust…

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Filed under: California irrevocable trust, california probate, Probate Code Section 15403, Probate Code Section 15409, replace trustee, santa clara county probate, trust modification, trustee removal
Trust Reformation Attorney in Los Angeles: Understand Your California Petition Options

Trust Reformation Attorney in Los Angeles: Understand Your California Petition Options

October 8, 2026 rpbergman

A trust reformation attorney can assess whether an issue with an irrevocable trust may be addressed through a California court petition. We file…

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Filed under: california probate, estate planning, Ex Parte Petition, Los Angeles County, trust modification, trust reformation, uncontested petition
Petition to Modify an Irrevocable Trust Holding Real Property in California

Petition to Modify an Irrevocable Trust Holding Real Property in California

October 6, 2026 rpbergman

Yes, a petition to modify irrevocable trust real property California may be possible, depending on the trust’s terms, the reason for the change, and…

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Filed under: california probate, Ex Parte Petition, irrevocable trust, Probate Code Section 15403, Probate Code Section 15409, real property, Santa Clara County, trust modification
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…

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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
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?…

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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
Trust Modification Petition in Los Angeles County: The 2026 Guide to Fast Results

Trust Modification Petition in Los Angeles County: The 2026 Guide to Fast Results

September 20, 2026 rpbergman

What if you could fix a "broken" trust in days instead of waiting for a court date next year? It’s incredibly frustrating when a trust…

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Filed under: california probate, Ex Parte Petition, Los Angeles County, Probate Code Section 15403, Probate Code Section 15409, Santa Clara County, trust administration, trust modification
California Probate Court Trust Petition Process: A Guide to Modifying Irrevocable Trusts

California Probate Court Trust Petition Process: A Guide to Modifying Irrevocable Trusts

August 16, 2026 rpbergman

The word "irrevocable" isn’t the final word on your family’s legacy. You might feel stuck with an outdated document, but the California…

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Filed under: california probate, estate planning, irrevocable trust, Probate Code, Probate Code 15403, Probate Code 15409, trust modification, Trust Petition
Trust Modification vs. Administration in California: When Following the Rules Is Not Enough

Trust Modification vs. Administration in California: When Following the Rules Is Not Enough

July 29, 2026 rpbergman

What if the “irrevocable” trust you’re managing has become a financial burden instead of a benefit? Many trustees and beneficiaries believe they’re…

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Filed under: california probate, California trust law, estate planning, Ex Parte Petition, irrevocable trust, Probate Code 15409, trust administration, trust modification

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  • 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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