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

Sharon A.

We recently used Peter's firm to update our wills and trusts. We found he and his staff to be well-informed, professional and highly efficient. And equally valuable, Peter explains the law in terms that a layperson can readily understand.

Klenk Law Logo
Stars

Nafeesha. B

When it came down to picking the right attorney to handle my affairs, I knew right away it was this firm. From speaking to their secretary to speaking to Peter I knew I was making the right decision. After only a few mins Peter knew right away what I was looking for and handled all my questions professionally and even gave me great feedback that put my mind at ease. All that without even giving a single penny! So of course I hired him! So far so good...

Klenk Law Logo
Stars

Anita R.

Peter came highly recommended by a close friend to do our estate planning. We have been putting off for years. He is knowledgeable, professional and easy to work with.

Klenk Law Logo
Stars

Michael Wolfgang

Peter and the whole team at Klenk Law are top notch. They are thorough, efficient and understanding of client needs. He was able to tailor our estate planning needs just how we envisioned.

Klenk Law Logo
Stars

Tom Mettinger Sr.

Integrity, exceeding the client's expectations. In-depth knowledge of the law

Let us put our expertise to work for you.

Free consultation within 24 hours.