Legal Question in Wills and Trusts in California
changing a trust
i would like to know what form i need to change the benifacary of a trust and delete proir heirs in trust with land in calif
Asked on 1/22/06, 8:42 pm
2 Answers from Attorneys
Donald Field
Donald L. Field, Jr., Attorney at Law
Re: changing a trust
this should be done by an attorney to ensure that it is effective. if it is an irrevocable trust, or one that has become irrevocable as a result of the death of a settlor or settlors, it cannot be amended (without court approval).
Answered on 1/26/06, 2:23 pm
Donald Scher
Donald T. Scher & Associates, P.C.
Re: changing a trust
You can amend a revocable trust to change the beneficiaries of the trust, as provided in the trust agreement. I do not know of a place where you can obtain a form. I do prepare amendments for my clients.
Answered on 1/22/06, 11:16 pm