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FIXING BROKEN LIVING TRUSTS IN CALIFORNIA
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Tag: San Mateo County

San Mateo County Trust Modification: 2026 Guide

San Mateo County Trust Modification: 2026 Guide

September 7, 2026 rpbergman Leave a comment

Most families believe that an "irrevocable" trust is carved in stone, but if your document no longer serves your family, then a San Mateo…

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Filed under: California Law, estate planning, Ex Parte Petition, irrevocable trust, Probate Code 15403, Probate Code 15409, San Mateo County, santa clara county probate, trust modification
California Probate Code 15404: Modifying Irrevocable Trusts in California (2026)

California Probate Code 15404: Modifying Irrevocable Trusts in California (2026)

August 3, 2026 rpbergman

What if the "irrevocable" label on your trust wasn’t actually permanent? It’s common to feel trapped by an outdated document, especially…

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Filed under: California Probate Code 15404, Estate Planning in California, Fixed-Fee Trust Attorney, irrevocable trust, Probate Code 15403, Probate Code 15409, San Mateo County, Santa Clara County, trust modification
Changed Circumstances Trust Modification in California: A 2026 Legal Guide

Changed Circumstances Trust Modification in California: A 2026 Legal Guide

July 31, 2026 rpbergman

Most people believe that once a trust is labeled "irrevocable," it is permanently etched in stone, regardless of how much the world changes…

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Filed under: California Law, California Probate Code 15409, estate planning, Ex Parte Petition, irrevocable trust, San Mateo County, Santa Clara County, trust modification
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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