Estate Planning and
Inheritance Planning Attorney
Serving Santa Clara County
Law Offices of Robert P. Bergman
1777 Saratoga Avenue, Ste. 208
San Jose, CA 95129-5208
408-416-4591 / 408-416-4591 (fax)
Hi. I'm estate planning attorney Robert P. Bergman ("Bob Bergman), Certified Legal Specialist in Estate Planning, Trust & Probate Law (California State Bar Board of Legal Specialization). I'm married to labor and employment attorney Jennifer A. Lotz, who is "of counsel" to my law practice. We have twin daughters (above right), whose home page can be found here: Children's Home Page.
Note: Please also download and complete the appropriate Consultation Packet for the type of consultation you have requested:
Please use the links below or to the left to find out more about my law practice and the services I provide:
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UPCOMING DATES AND TIMES FOR MY LIVING TRUST SEMINARS
AND IRA RETIREMENT TRUST SEMINARS
SCHEDULE A CONSULTATION OR APPOINTMENT USING MY ONLINE CALENDAR: Please read the information below to determine the type of appointment to schedule. Click on the link to take you to the appropriate scheduling page and calendar.
Schedule an Initial Estate Planning Consultation if you wish to consult with me regarding living trust planning, special needs planning (Supplemental Needs Trust), special planning for retirement plan assets (IRA Retirement Trust), charitable planning, or wealth preservation planning. There is currently no charge for this consultation (subject to change without notice).
Schedule a Trust Administration Consultation if you wish to consult with me about handling the post-death administration of a revocable or irrevocable trust of which you are the successor trustee, or if you are a beneficiary and you wish to consult about your rights as a beneficiary under an existing trust. There is currently no charge for this consultation if you are the successor trustee and wish to discuss having me assist you in the administration of the trust. If you are solely a beneficiary of a trust, there will be a minimum charge of one hour of my time for the consultation (current hourly rate of $400.00 per hour).
Schedule a Plan Design Meeting if you have already hired me to prepare living trust based or other estate plan for you, and you have completed your homework and area ready to meet and complete the design. If you have not yet hired me but we have had an initial consultation already and you have now decided to hire me to do estate planning for you, then you may also schedule your Plan Design Meeting, provided you have also already downloaded and completed any necessary homework in preparation for the meeting.
Schedule a Signing Appointment if you have been notified by me that your estate planning is ready for signing. Please allow 2-3 business days advance notice of any date you schedule in order to give me time to do my final review and assembly of your plan, and arrange for a signing witness if necessary.
Serving families in the greater San Francisco Bay Area, including the following counties, cities and communities:
SANTA CLARA COUNTY: Alviso, Campbell, Cupertino, Gilroy, Los Altos, Los Altos Hills, Los Gatos, Milpitas, Monte Sereno, Morgan Hill, Mountain View, Palo Alto, San Jose, San Martin, Santa Clara, Saratoga, and Sunnyvale
SAN MATEO COUNTY: Atherton, Belmont, Brisbane, Burlingame, Colma, Daly City, East Palo Alto, Foster City, Half Moon Bay, Hillsborough, Menlo Park, Millbrae, Pacifica, Portola Valley, Redwood City, San Bruno, San Carlos, San Mateo, South San Francisco, and Woodside
ALAMEDA COUNTY: Alameda, Albany, Berkeley, Dublin, Emeryville, Fremont, Hayward, Livermore, Newark, Oakland, Piedmont, Pleasanton, San Leandro, and Union City
SANTA CRUZ COUNTY: Aptos, Capitola, Santa Cruz, Scotts Valley, and Watsonville
CONTRA COSTA COUNTY: Antioch, Brentwood, Clayton, Concord, Danville, El Cerrito, Hercules, Lafayette, Martinez, Moraga, Orinda, Pinole, Pittsburg, Pleasant Hill, Richmond, San Pablo, San Ramon, and Walnut Creek
The Law Offices of Robert P. Bergman assists families with Estate Planning, Special Needs Planning for children and adults, Elder Law and Medi-Cal planning, and Trust Administration in the Silicon Valley (Santa Clara County, California).