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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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Javier Suarez

The whole process of ensuring that I can provide my mother her wishes upon her death, was made easy by working with the team at Klenk Law. I received my documents quickly and properly.

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hinda schuman

very happy to deal with Peter Klenk law firm over many decades

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Mark Mansfield

Been a long term customer of Klenk Law. Wills and Trusts are so important and that is their strength! They are hyper responsive to any question you may have, and you are always treated well. I feel like a part of their family when there. I feel very valued as well. Give them a try!

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Dustin Ward

Jackie was fantastic! She helped prepare our will, her professionalism and organization was top notch! We highly recommend Jackie and Klenk Law.

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Monika Patryn

I highly recommend this firm. Jackie was a pleasure to work with. I left there’s well educated and had all my questions answered.

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