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Amending a Trust

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Balistreri v. Balistreri, No. A162222, 2022 Cal. App. LEXIS 146 (Ct. App. Feb. 24, 2022)

If a trust provides a procedure or method for amending the trust, whether phrased as exclusive or optional, any amendment must conform to that procedure or method; otherwise it is invalid.  Prob. Code 15402’s “qualification ‘[u]nless the trust instrument provides otherwise’ indicates that if any modification method is specified in the trust, that method must be used to amend the… Read More