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FIXING BROKEN LIVING TRUSTS IN CALIFORNIA
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Tag: Trust Termination

Petition to Terminate a California Trust When Its Purpose Fails

Petition to Terminate a California Trust When Its Purpose Fails

October 25, 2026 rpbergman Leave a comment

A petition to terminate a trust when its purpose fails in California may be appropriate if the trust’s purpose has become impossible to achieve or…

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Filed under: Beneficiary Consent, California trusts, Probate Code Section 15407, trust modification, trust purpose, Trust Termination, trustee duties
Modify an Irrevocable Trust in Sacramento: Reasons and Court Process

Modify an Irrevocable Trust in Sacramento: Reasons and Court Process

October 20, 2026 rpbergman Leave a comment

Irrevocable doesn’t always mean unchangeable: to modify an irrevocable trust in Sacramento, California, beneficiaries may seek court approval when…

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Filed under: California trust law, irrevocable trust modification, Probate Code Section 15403, Probate Code Section 15409, Sacramento County, trust modification, Trust Termination, uncontested trust petition
Petition to Terminate a Trust in Orange County: What to Know

Petition to Terminate a Trust in Orange County: What to Know

October 17, 2026 rpbergman Leave a comment

A petition to terminate trust Orange County families are considering may be filed as an uncontested ex parte matter in Santa Clara County, regardless…

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Filed under: California estate planning, Ex Parte Petition, Orange County, Probate Code Section 15403, Probate Code Section 15409, santa clara county probate, trust modification, Trust Termination
Terminating an Uneconomical Trust in California: A 2026 Guide to Probate Code Petitions

Terminating an Uneconomical Trust in California: A 2026 Guide to Probate Code Petitions

September 9, 2026 rpbergman

It’s a frustrating reality when a trust designed to protect your family begins to consume itself through administrative fees and rigid terms. You…

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Filed under: California trust law, Ex Parte Petition, Probate Code 15403, Probate Code 15409, santa clara county probate, trust administration, Trust Termination, Uneconomical Trust
Petition to Modify an Irrevocable Trust in California: The Specialist’s Guide

Petition to Modify an Irrevocable Trust in California: The Specialist’s Guide

July 31, 2026 rpbergman

Table of Contents

Understanding the Petition to Modify an Irrevocable Trust in California
Legal Grounds for Modification: Probate Code 15403 and…

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Filed under: California Probate Code, Estate Planning California, Ex Parte Petition, irrevocable trust, Probate Code 15403, Probate Code 15409, Santa Clara County, Trust Termination
  • 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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