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THE IRREVOCABLE TRUST DOCTOR
FIXING BROKEN LIVING TRUSTS IN CALIFORNIA
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Tag: Special Needs Trust

Trust Modification for Special Needs Beneficiaries in California

Trust Modification for Special Needs Beneficiaries in California

October 10, 2026 rpbergman

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
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?…

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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
How to Modify a Trust for Special Needs in California: A Case Study

How to Modify a Trust for Special Needs in California: A Case Study

August 12, 2026 rpbergman

What if the "irrevocable" trust meant to protect your child is the very thing disqualifying them from Medi-Cal? You likely feel that signed…

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Filed under: California Probate Code, estate planning, irrevocable trust, Medi-Cal Planning, Probate Code 15409, Special Needs Trust, 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  • The Problem – Outdated Trusts for Married Couples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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