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FIXING BROKEN LIVING TRUSTS IN CALIFORNIA
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Tag: irrevocable trust

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
Change Trustee of an Irrevocable Trust in Los Angeles

Change Trustee of an Irrevocable Trust in Los Angeles

October 20, 2026 rpbergman Leave a comment

An irrevocable trust can still have its trustee changed, but the process depends on the trust’s terms and the reason for the change. If you need to…

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Filed under: California Probate Code, Change Trustee, irrevocable trust, Los Angeles County, trust administration, trust modification, trustee removal
Petition to Terminate a Trust in San Diego: California Options

Petition to Terminate a Trust in San Diego: California Options

October 17, 2026 rpbergman Leave a comment

A petition to terminate trust San Diego families are considering may be filed in Santa Clara County if it qualifies as an uncontested ex parte matter…

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Filed under: California Probate Code, Ex Parte Petition, irrevocable trust, petition to terminate trust, San Diego County, trust modification, trust termination San Diego
Changing Trust Terms in Sacramento Probate Court: Your 2026 Options

Changing Trust Terms in Sacramento Probate Court: Your 2026 Options

October 14, 2026 rpbergman Leave a comment

Changing trust terms in Sacramento probate court may be possible when the facts support a petition under California law. Probate Code Sections 15403…

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Filed under: Estate Planning California, Ex Parte Petition, irrevocable trust, Probate Code Section 15403, Probate Code Section 15409, Sacramento County, Sacramento probate court, 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 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
San Jose Trust Reformation Attorney: Options for Correcting an Irrevocable Trust

San Jose Trust Reformation Attorney: Options for Correcting an Irrevocable Trust

October 2, 2026 rpbergman

If an irrevocable trust’s terms don’t reflect the intended arrangement or no longer work in current circumstances, a San Jose trust reformation…

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Filed under: California probate law, irrevocable trust, Probate Code Section 15403, Probate Code Section 15409, San Jose trust reformation attorney, Santa Clara County, trust modification, trust reformation
Can You Modify a California Trust Without All Beneficiaries Agreeing?

Can You Modify a California Trust Without All Beneficiaries Agreeing?

October 1, 2026 rpbergman

Can one beneficiary stop a proposed trust change simply by withholding consent? Not necessarily. A California trust modification without all…

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Filed under: Beneficiary Consent, California trusts, Ex Parte Petition, irrevocable trust, Probate Code Section 15403, Probate Code Section 15409, santa clara county probate, trust modification
Correcting Drafting Errors in Trusts: California Court Options

Correcting Drafting Errors in Trusts: California Court Options

September 28, 2026 rpbergman

What if an irrevocable trust’s wording doesn’t match what its creator intended? It’s understandable to worry that an irrevocable trust can’t be…

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Filed under: California trust law, drafting errors, Ex Parte Petition, irrevocable trust, Probate Code Section 15403, Probate Code Section 15409, Santa Clara County Probate Court, trust modification
Trust Reformation for Tax Purposes in California: Legal Routes and Limits

Trust Reformation for Tax Purposes in California: Legal Routes and Limits

September 27, 2026 rpbergman

A tax objective may explain why an irrevocable trust needs attention, but it doesn’t automatically give a court grounds to change the trust or…

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Filed under: Ex Parte Petition, irrevocable trust, Probate Code Section 15403, Probate Code Section 15409, Santa Clara County, tax purposes, trust modification, trust reformation

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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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