Legal Question in Wills and Trusts in California

Hello,

I am the trustee on my uncle's revokable trust. He created the trust when he was living in Illinois and now lives in California. He wants to amend one section concerning the dispersment of his assets. Can his trust be amended in California although it was originated in Illinois?

Thank You


Asked on 12/21/11, 7:41 am

2 Answers from Attorneys

Jennifer Rouse Meissner Joseph & Palley

Yes. However, he should have an attorney licensed in California prepare the amendment and review the terms of the trust to make sure they are appropriate under California law.

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Answered on 12/21/11, 8:34 am
Rosemary Meagher-Leonard Law Office of Rosemary Meagher-Leonard

Your uncle can amend his trust. I would recommend that any amendment should include any necessary provisions that will conform his trust to Califoria law.

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Answered on 12/21/11, 3:38 pm


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