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Tag: tax purposes

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 Leave a comment

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…

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Filed under: Ex Parte Petition, irrevocable trust, Probate Code Section 15403, Probate Code Section 15409, Santa Clara County, tax purposes, trust modification, trust reformation
  • 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  • The Problem – Outdated Trusts for Married Couples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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