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THE IRREVOCABLE TRUST DOCTOR
FIXING BROKEN LIVING TRUSTS IN CALIFORNIA
  • 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  • The Problem – Outdated Trusts for Married Couples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
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Tag: Ex Parte Petition

Modify California Trust Trustee Provisions (2026 Guide)

Modify California Trust Trustee Provisions (2026 Guide)

July 28, 2026 rpbergman

The word "irrevocable" often feels like a legal dead end, but it doesn’t mean your family’s future is stuck with an unfit or unresponsive…

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Filed under: California Probate Code, Change Trustee, estate planning, Ex Parte Petition, irrevocable trust, Probate Code 15409, trust modification
Trust Modification Petition California: Streamlining Irrevocable Trust Changes

Trust Modification Petition California: Streamlining Irrevocable Trust Changes

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
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 Many Californians feel stuck with outdated trust terms or…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

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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  • The Problem – Outdated Trusts for Married Couples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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