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Tag: step-up basis

California Trust Modification: 2026 Tax Law Guide

California Trust Modification: 2026 Tax Law Guide

August 14, 2026 rpbergman

Most families believe that once a trust is labeled "irrevocable," its terms are set in stone regardless of how the tax landscape shifts….

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Filed under: California trust law, estate planning, irrevocable trust, IRS Ruling 2023-2, Probate Code 15409, step-up basis, tax law, 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  • The Problem – Outdated Trusts for Married Couples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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