Skip to Content

We are a Veteran Owned Business, providing 20% discounts for Veterans, First Responders, Elementary and High School teachers. Please contact us to set up a phone or Zoom meeting. Taking care of you and your family, It's What We Do!

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

Klenk Law Logo
Stars

Dylan. S

Peter provided outstanding advice and preparation of a will and trusts.

Klenk Law Logo
Stars

Michael Patete

Surprisingly easy

Klenk Law Logo
Stars

AJK

Peter has done our family's trust and estate work since our children were born. He is not only extremely knowledgeable and honest but makes sure that our arrangements remain current with the changing legal landscape. I would give him my highest recommendation as a professional in his field.

Klenk Law Logo
Stars

Elizabeth Ray

Peter and his associates were a pleasure to work with. He explained the process clearly and provided assistance nearly instantaneously. Highly recommended for trusts-and-estates-related needs!

Klenk Law Logo
Stars

Dylan Small

Peter provided outstanding advice and preparation of a will and trusts.

Let us put our expertise to work for you.

Free consultation within 24 hours.