Attorney Robert P. Bergman is a Board Certified Specialist in Estate Planning, Trust and Probate Law, in practice since 1980 in the Greater San Francisco Bay Area. "Bob" has worked with hundreds of families for their estate planning needs.
Attorney Robert P. Bergman is a Board Certified Specialist in Estate Planning, Trust and Probate Law (State Bar Board of Legal Specialization.) In practice since 1980, Bob's practice focuses on estate planning for individuals and families, especially those with young children. Coordinated planning avoids Conservatorship during life, and Probate at death. Asset protection planning is available for the inheritance received by a surviving spouse, partner, children or other heirs, and is also available to protect retirement plans from creditors after the original owner has died.
Bob also specializes in gathering loose assets into trusts after the death of the trust owner without going through the Probate process (i.e. a "Heggstad" petition), and fixing irrevocable trusts that need to be modified or terminated.
Robert P. Bergman
3535 Ross Avenue, Ste. 308
San Jose CA 95124
Yes. 30 minutes to one hour
Living Trust based estate plans for individuals and married and unmarried couples Supplemental Needs Trusts Court petitions to gather loose assets into a trust after death ("Heggstad" petitions) Court petitions to modify or terminate irrevocable trusts (Probate Code Section 15403 or 15409 petitions)
$500.00 per hour
Generally 9:00am to 3:00pm or 5:00pm, some Saturdays
Robert P Bergman, Attorney at Law
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