There are ways to effectively reform or modify the trust, some of which may involve a private agreement between the trustees and beneficiaries, or relocation of the trust’s jurisdiction to another state, and others that may require court involvement. We can find a solution that works best for you.

As our client, you are entitled to a free review of your plan every three years. Even if you don’t think anything has changed, we encourage you to take advantage of this perk. Think of this as your annual physical!

Philip J. Kavesh
Helping clients with customized estate planning guidance and trust & estate administration for over 44 years.