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THE IRREVOCABLE TRUST DOCTOR
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  • The Problem – Outdated Trusts for Married Couples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: california probate

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 You might feel stuck with an outdated document, but the California…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
Court Petition to Amend Irrevocable Trust: A California How-To Guide (2026)

Court Petition to Amend Irrevocable Trust: A California How-To Guide (2026)

rpbergman

What if the "irrevocable" label on your trust isn’t actually the final word? Most people feel trapped when a trust document no longer fits…

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Filed under: california probate, estate planning, Ex Parte Petition, irrevocable trust, Probate Code 15403, Probate Code 15409, san mateo county probate, santa clara county probate, 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  • The Problem – Outdated Trusts for Married Couples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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