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    • Home
    • About Jeff
    • Planning
    • Administration
    • Related Services
    • Contact Us
    • Common EP Tools
    • Advanced Planning
    • Fixing Broken Plans
    • Testimonials
    • Disclaimer
Holman Law
  • Home
  • About Jeff
  • Planning
  • Administration
  • Related Services
  • Contact Us
  • Common EP Tools
  • Advanced Planning
  • Fixing Broken Plans
  • Testimonials
  • Disclaimer

Fixing Broken Plans

Many clients come to us with existing documents or past transactions that are not aligned with current needs or objectives. These situations arise from a variety of factors including:

  • Changed circumstances
  • Changed laws
  • Document drafting errors
  • Poor legal advice
  • No legal advice / "DIY planning"


As just a few examples, we have successfully helped clients: 

  • Terminate a private foundation the clients were defrauded into creating (which included a recovery of the real estate they donated to that foundation)
  • Retroactively restore a right of survivorship that had been inadvertently severed by a clerical error at a title company
  • Retroactively fix issues that caused property tax reassessments (and collect refunds of excess taxes paid as a result of the reassessments)
  • Modify planning documents and transmute community property to separate property to enable an incapacitated spouse to qualify for Medi-Cal benefits
  • Terminate or modify irrevocable trusts that had become uneconomical to administer or that were not fulfilling their original purpose


We don't have a magic wand we can wave to fix every problem situation, but there are things we can do in many cases, even when it seems like it may be "too late."  

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