Understanding Trust Amendments
Not all trusts are set in stone. Life is full of changes, and your trust may need to reflect that. Trust amendments can be essential for adapting to changes in the law, personal circumstances or financial situations. These modifications must be made with care to maintain the effectiveness and legality of your trust.
At the Law Offices of Berge & Berge, our lawyers handle trust amendments and other aspects of estate planning for clients throughout the South Bay. When you work with us, you will benefit from the insight of our lead attorney, who is board-certified in estate planning, trust and probate law through the California Board of Legal Specialization. We are uniquely equipped to address your specific needs with flexibility, understanding and proactive solutions.
Why Consider Amending Your Trust?
There are several reasons why you might consider amending an existing trust, including:
- Changes in personal relationships (e.g., marriage, divorce)
- Birth or adoption of a new family member
- Retirement or career shifts
- Acquisition of new property
- Significant changes in financial status
- Changes in tax laws or other legal frameworks
- Desire to change trustees or beneficiaries
Certain types of trusts, particularly irrevocable ones, cannot be altered once established. However, others – like revocable (living) trusts – can and should be updated periodically to reflect your current circumstances. Regular review of these trusts is a critical part of ongoing trust maintenance. Our attorneys can help with all aspects of updating your trust and estate plan.
Amend Your Trust With Confidence And Peace Of Mind
We’re committed to ensuring that your trust reflects your current wishes and circumstances. Let us help you keep your estate plan accurate and robust. Start today by calling 669-244-3546 to reach our San Jose office or send us an email.