Tag: Pena v. Dey

Trust Modification/Amendment Procedure Now Unsettled in California

The Legislature and courts endeavor to create well-defined laws, lest we devolve into the governance of Emperor Nero, who reputedly posted edicts high atop columns so as to be painfully difficult for the masses to read. As Nero surely knew, clarity in the law is critical for people to know how to act, especially when … Continue Reading

Don’t Rely on a Post-It® Note to Amend Your California Trust

A key feature of a California revocable trust is that it can be amended.  Revising a trust can, however, seem like an irksome chore so it’s common for creators of trusts (i.e., “settlors” or “trustors”) to shrug off an amendment until it becomes clear they have limited time to settle their affairs. Such procrastination invites … Continue Reading
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