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Trust Modification Petitions in San Jose: A 2026 Guide for Irrevocable Trusts

April 23, 2026 by Robert P. Bergman

The word “irrevocable” doesn’t actually mean “unchangeable” in the eyes of the California Probate Code. Many families in San Jose feel trapped by…

Filed Under: Uncategorized Tagged With: 2026 estate tax, California Probate Code, Estate Planning, Irrevocable Trust, probate litigation, San Jose, Santa Clara County, trust modification

California Inheritance Lawyer in San Jose: Navigating Trust & Probate Administration (2026)

April 22, 2026 by Robert P. Bergman

Did you know that under California Probate Code Section 10810, a standard $2 million San Jose estate can trigger over $66,000 in mandatory statutory…

Filed Under: Uncategorized Tagged With: Estate Planning, Heggstad Petition, inheritance law, Probate Administration, San Jose, Silicon Valley Assets, Step-Up in Basis, Trust Administration

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The Law Offices of Robert P Bergman
START HERE!
LIVE SEMINARS
Estate Planning Webinars
Estate Planning
Special Needs Planning
Heggstad Petitions
Trust Modification Petitions
Client Update
Plan Design Meeting
Signing Appointment Instructions
Free Consumer Guide!
Statutory Forms
Contact
Privacy Policy
Book a Call
CALL 408-247-0444
Plan Your Estate Radio
Blog
About
Testimonials
NEWS

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