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THE IRREVOCABLE TRUST DOCTOR
FIXING BROKEN LIVING TRUSTS IN CALIFORNIA
  • 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  • The Problem – Outdated Trusts for Married Couples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
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Tag: trust administration

Checklist: How to Update an Outdated Irrevocable Trust in California

Checklist: How to Update an Outdated Irrevocable Trust in California

August 8, 2026 rpbergman

The term "irrevocable" is often misunderstood as a legal dead end, but in the state of California, it’s actually a door that can be…

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Filed under: California Law, Decanting Trust, estate planning, irrevocable trust, Probate Code, trust administration, trust modification
Judicial Modification of Trust in California: A Guide to Fixing "Broken" Irrevocable Trusts

Judicial Modification of Trust in California: A Guide to Fixing “Broken” Irrevocable Trusts

August 4, 2026 rpbergman

Most people believe that an "irrevocable" trust is set in stone, but the truth is that the law provides a clear path to unlock even the…

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Filed under: California Probate Code, estate planning, Fixed-Fee Attorney, irrevocable trust, Probate Code 15409, Santa Clara County, trust administration, trust modification
Trust Modification vs. Administration in California: When Following the Rules Is Not Enough

Trust Modification vs. Administration in California: When Following the Rules Is Not Enough

July 29, 2026 rpbergman

What if the “irrevocable” trust you’re managing has become a financial burden instead of a benefit? Many trustees and beneficiaries believe they’re…

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Filed under: california probate, California trust law, estate planning, Ex Parte Petition, irrevocable trust, Probate Code 15409, trust administration, trust modification
California Irrevocable Trust Modification Attorney: Fixing 'Broken' Trusts in 2026

California Irrevocable Trust Modification Attorney: Fixing ‘Broken’ Trusts in 2026

July 25, 2026 rpbergman

In California, the word “irrevocable” is a legal starting point rather than a permanent dead end. If you are managing a trust with terms that have…

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Filed under: California trust law, estate planning, irrevocable trust, Probate Code 15403, Probate Code 15409, trust administration, 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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