Initial Estate Planning Consultation
I offer 60 minute consultations to discuss your estate planning needs, including living trust planning, and advanced estate planning such as supplemental needs trusts (special needs trusts), Wealth Preservation Trusts (life insurance trusts), IRA Retirement Trusts (special trust planning for retirement plans), or charitable trusts. At present, these consultations are free, but that is subject to change without notice.
To schedule an Initial Consultation (IC:), please use the link below to my online calendar. After scheduling your consultation, please then return to this page and download and complete the Consultation Packet by using the other link below. After completion, please bring the completed consultation worksheet to your consultation:
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).