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Trust Reformations

Though a trust might be an Irrevocable Trust, the facts and circumstances might allow for modification. A Trust Reformation refers to the process of making a change to an Irrevocable Trust.

Why Perform a Trust Reformation?

Irrevocable Trusts are excellent planning tools providing protection from taxes, creditors, and greedy son-in-laws. But, even the best planned Trust might run into unpredicted problems. Tax laws change, grandchildren move to unexpected locations, and the financial world evolves. Over time, making changes to an Irrevocable Trust might benefit the then-living beneficiaries.

Traditionally, making changes to an Irrevocable Trust was nearly impossible. But, the trend has been to make these changes easier. A Trust Reformation might require a court’s approval, but many states have adopted rules that allow certain Trust Reformations without court approval.

The rules surrounding Trust Reformation are evolving and changing if you have an Irrevocable Trust that would benefit from a change, bring it to us for a review. The change might be easier than you think.

Reasonable Prices | Years of Experience | We Make Trusts and Estate Planning Easier

If you have any questions about Trust Reformation or any other estate planning topics, feel free to contact us to schedule a free consultation. For more than two decades Klenk Law has focused only on Estate Law. We’ve seen it all, and this experience allows us to explain complex estate planning techniques clearly and concisely. We make it easy for you to understand estate planning so you can make the best decisions for yourself and your family.

What Our clients are saying

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B.A.

Peter Klenk and his associates are responsive and professional - It is a pleasure to work with their team. If you have needs in estate planning or administration, they are the firm to go to in the Philadelphia area!

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Albert A.

You & your staff are the best thank you for everything.

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Christopher F.

Peter explained things in a way that was easy to understand. Everything was done in the time frame he said it. Could not have been better!

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Anna B.

Professional, cheerful, thorough and fast. Peter responded to my request for a consultation right away, and within just a few days my last will and living will were done. Rates are standard.

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Andrea Wilson

Peter is excellent. I had a very complicated situation with my parents' estate planning and potential Medicaid needs. Peter was very knowledgeable in estate planning matters, able to define the best solution for the situation. Additionally, he was congenial and able to communicate effectively to my senior citizen parents the benefits of estate planning. He earned my trust, and more importantly, my parents' trust in a 45 mins consultation period. Highly recommend Peter. He is very easy to work with.

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