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FIXING BROKEN LIVING TRUSTS IN CALIFORNIA
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Tag: Estate Planning California

Modifying Trust Due to Changed Circumstances in California: A 2026 Guide

Modifying Trust Due to Changed Circumstances in California: A 2026 Guide

September 6, 2026 rpbergman Leave a comment

What if the "irrevocable" trust you’re managing isn’t actually set in stone? Many families in Los Angeles, Orange, and San Diego feel…

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Filed under: California Probate Code, Changed Circumstances, Estate Planning California, Ex Parte Petition, irrevocable trust, Probate Code 15409, Santa Clara County, trust modification
Fixing Trustee Succession Errors in California Irrevocable Trusts: A Legal Guide

Fixing Trustee Succession Errors in California Irrevocable Trusts: A Legal Guide

August 9, 2026 rpbergman

Imagine discovering that your family’s trust assets are completely frozen because every named successor trustee has passed away or is unable to…

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Filed under: appoint successor trustee, California trust law, Estate Planning California, irrevocable trust, Probate Code 15403, Probate Code 15409, trust modification, trustee succession
Petition to Modify an Irrevocable Trust in California: The Specialist’s Guide

Petition to Modify an Irrevocable Trust in California: The Specialist’s Guide

July 31, 2026 rpbergman

Table of Contents

Understanding the Petition to Modify an Irrevocable Trust in California
Legal Grounds for Modification: Probate Code 15403 and…

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Filed under: California Probate Code, Estate Planning California, Ex Parte Petition, irrevocable trust, Probate Code 15403, Probate Code 15409, Santa Clara County, Trust Termination
Beneficiary Petition to Modify Trust in California: A 2026 Legal Guide

Beneficiary Petition to Modify Trust in California: A 2026 Legal Guide

July 27, 2026 rpbergman

What if you discovered that your "irrevocable" trust isn’t actually set in stone? Many Californians feel stuck with outdated trust terms or…

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Filed under: beneficiary rights, California trust law, Estate Planning California, Ex Parte Petition, irrevocable trust, Probate Code 15403, Probate Code 15409, 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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