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Tag: special needs beneficiaries

Trust Modification for Special Needs Beneficiaries in California

Trust Modification for Special Needs Beneficiaries in California

October 10, 2026 rpbergman Leave a comment

Trust modification for special needs beneficiaries may be possible in California when a legal ground supports the proposed change and the court…

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Filed under: California Probate Code, Ex Parte Trust Petition, Santa Clara County Probate Court, special needs beneficiaries, Special Needs Trust, trust modification, uncontested 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  • The Problem – Outdated Trusts for Married Couples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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