A California case stands for the rule that trust amendments must be in writing and signed. In the case of Pena v. Dey, James Robert Anderson was diagnosed with abdominal cancer in 2010 and brain cancer in 2011. His friend, Greg Dey, moved in with him in November 2011 and cared for Anderson until his death in May 2014.
In February 2014, Anderson sent his attorney a marked up copy of his revocable trust, crossing out certain beneficiaries and adding Dey and two other beneficiaries each to receive "7% of 49%." The trust was to be divided into two shares, with 49% percent going to various individuals and 51% to three charities.Read More