Plan Your Estate Radio 06-03-22 Replay of 3-15-19

On today’s show, Bob covers two types of court actions affecting trust planning.   The “Heggstad” petition under Probate Code Section 850 may be used to gather in property owned by someone at death to turn it over to their trust without going through the entire Probate court process.   A trust modification petition under Probate Code Section 15403 permits the modification or even termination of an irrevocable (unchangeable) trust through the court.   Bob handles both types of petitions for his own clients and often the clients of attorneys throughout the State of California.  He has two dedicated websites that cover these:  www.heggstadhelp.com, and www.irrevocabletrustdoctor.com.See omnystudio.com/listener for privacy information.