Haggerty v. Thornton
D078049
California Court of Appeal, Fourth Appellate District · Filed
Published · citable
Holding
The court held that the 2018 amendment to the 2015 trust was a valid modification because the trust’s reservation of the settlor’s “right by an acknowledged instrument in writing to revoke or amend” was not an exclusive method; consequently, the statutory revocation procedure under Probate Code §§ 15401 and 15402 applied, and the amendment satisfied that method despite lacking notarization. ---