Skip to content
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  • The Problem – Outdated Trusts for Married Couples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
  • The Probate Code Solution
  • Fees and Costs
  • Contact Us

Tag: Probate Code Section 15403

California Irrevocable Trust Modification Success 2026

California Irrevocable Trust Modification Success 2026

October 7, 2026 rpbergman

A credible estimate starts with the facts of your petition, not a percentage. California courts don’t publish an official irrevocable trust…

Continue Reading →

Filed under: California trust law, Ex Parte Petition, irrevocable trust modification, Probate Code Section 15403, Probate Code Section 15409, Santa Clara County Probate Court, trust administration, uncontested petition
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…

Continue Reading →

Filed under: california probate, Ex Parte Petition, irrevocable trust, Probate Code Section 15403, Probate Code Section 15409, real property, Santa Clara County, trust modification
Modifying a California Trust After Death: 2026 Guide

Modifying a California Trust After Death: 2026 Guide

October 4, 2026 rpbergman

What if a trust can still be changed after the person who created it has died? A death may make a trust irrevocable, but that does not automatically…

Continue Reading →

Filed under: california probate, Ex Parte Petition, irrevocable trust modification, Probate Code Section 15403, Probate Code Section 15409, Santa Clara County, trust modification, uncontested trust petition
Special Needs Trust Modification Lawyer in California: A Practical Guide

Special Needs Trust Modification Lawyer in California: A Practical Guide

October 3, 2026 rpbergman

Could changing a special needs trust address a beneficiary’s needs without putting the trust’s intended protections or means-tested benefits at risk?…

Continue Reading →

Filed under: beneficiary protections, california probate, Ex Parte Petition, Probate Code Section 15403, Probate Code Section 15409, Santa Clara County, Special Needs Trust, 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…

Continue Reading →

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…

Continue Reading →

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
San Mateo County Trust Modification: 2026 Guide

San Mateo County Trust Modification: 2026 Guide

September 29, 2026 rpbergman

What if an outdated irrevocable trust didn’t have to mean months of waiting for a court date? It’s understandable to worry that changing a trust in…

Continue Reading →

Filed under: California trust law, Ex Parte Petition, Probate Code Section 15403, Probate Code Section 15409, San Mateo County trust modification petition, Santa Clara County, trust modification, uncontested 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…

Continue Reading →

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…

Continue Reading →

Filed under: Ex Parte Petition, irrevocable trust, Probate Code Section 15403, Probate Code Section 15409, Santa Clara County, tax purposes, trust modification, trust reformation
Probate Court Trust Modification in the Central Valley: A California Guide

Probate Court Trust Modification in the Central Valley: A California Guide

September 25, 2026 rpbergman

Can an irrevocable trust connected to Fresno county or San Joaquin County be modified through a petition filed in Santa Clara County? For some…

Continue Reading →

Filed under: California probate court, Central Valley, Fresno County, Probate Code Section 15403, Probate Code Section 15409, San Joaquin County, santa clara county probate, trust modification, Uncontested Petitions

Post navigation

Page 2 of 3
← Previous 1 2 3 Next →
  • 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
Copyright © 2026 THE IRREVOCABLE TRUST DOCTOR
Move
  • Email
  • Call