Law Offices of Robert P. Bergman
1777 Saratoga Avenue, Ste. 208
San Jose, CA 95129-5208
CALL ME AT 408-247-0444
Hi. I'm estate planning attorney Bob Bergman ("Robert P. Bergman"), Certified Specialist in Estate Planning, Trust & Probate Law (California State Bar Board of Legal Specialization).
I'm married to Jennifer A. Lotz, who is a labor and employment attorney and "Of Counsel" to my law practice.
We have twin daughters, whose home page can be found here: Children's Home Page.
Use these "quick links" to find out more about my estate planning practice:
Why Hire Bob?; Why Do Estate Planning? Who Should Prepare Your Estate Plan? Download Current Estate Planning Brochure: "The California Consumer Guide to Wills, Living Trusts and Estate Planning" Appointment Days and Times.
If you wish to consult with me regarding living trust planning, planning for special needs family members, planning for asset protection for retirement plan assets for your heirs, or wealth preservation planning. There is currently no charge for this consultation (subject to change without notice.) After scheduling, please use link above download the Consultation Packet that contains further instructions and all forms and information to be completed and provided to me prior to your Consultation Appointment.
Schedule a Trust Administration Consultation Using Online Calendar
Download Trust Administration Consultation Worksheet
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. These consultations are billed at an hourly rate of $400.00 per hour, with a minimum of one hour, due and payable at the time of the consultation. After scheduling, please use the link above to download the Trust Administration Consultation Worksheet to review and complete prior to your appointment.
Schedule a Plan Design Meeting Using Online Calendar
Download Plan Design Meeting Paperwork
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. If you need the Plan Design Meeting Paperwork, you may download it using the link above.
Schedule a Signing Appointment Using Online Calendar
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.
Schedule a Client Estate Plan Review Appointment Using Online Calendar
If you are an existing client and you wish to have your estate plan reviewed (recommended if you had it done prior to 2013).
My shows cover a wide range of estate planning topics, and can be listened to online or downloaded for later use.
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
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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).