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Tag: Co-Counsel

Trust Modification Petition California: Streamlining Irrevocable Trust Changes

Trust Modification Petition California: Streamlining Irrevocable Trust Changes

July 28, 2026 rpbergman

Most people believe an irrevocable trust is set in stone once the ink dries, but that is a costly misconception. It’s natural to feel anxious when a…

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Filed under: California Probate Code, Co-Counsel, Ex Parte Petition, Fixed-Fee Attorney, irrevocable trust, San Mateo County, Santa Clara County, 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  • The Problem – Outdated Trusts for Married Couples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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