Contact Us Free Seminars
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Use this form if you are an existing client of mine and you wish to schedule a Client Review Appointment to review your existing estate plan for to make changes or to do a complete revisions and update to reflect changes in the laws and/or your family situation.  This appointment may include one or more of the following: 
  • A review of your current estate plan (will or living trust) to discuss revisions and updating to reflect changes in your family situation and/or the law
  • Preparation of advanced estate planning, such as the Supplemental Needs Trust for a special needs person, the Wealth Preservation Trust (irrevocable life insurance trust) for income and estate tax avoidance and asset protection; the Charitable Remainder Trust for the tax-free sale of appreciated assets and lifetime income; the Retirement Plan Trust for the deferral of taxation and asset protection of retirement plan assets for your heirs.

This is a free one hour consultation.

 

After you have scheduled your Client Review Appointment, you will receive an email with a link to download a Consultation Packet, and instructions on how to prepare for our meeting. 

 

I look forward to meeting with you.

 

Robert P. Bergman, Attorney at Law

 


 

 
BOOK YOUR CLIENT REVIEW APPOINTMENT
 
 
 
 
 

Attorney Robert P. Bergman, Board Certified Specialist in Estate Planning, Trust and Probate Law, assists families in the San Francisco Bay Area with Estate Planning, Special Needs Planning for children and adults, special planning for retirement plan assets, and trust administration.

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