Contact Us Free Seminars
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Use this form if you wish to schedule an Initial Estate Planning Consultation with attorney Robert P. Bergman for one or more of the following reasons:
  • Preparation of a customized Living Trust based estate plan for you and/or your spouse or partner
  • 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-half hour consultation.


After you have scheduled your Initial Consultation, you will receive an email with a link to download a Consultation Packet, and instructions on how to prepare for our meeting, or you may download a Consultation Packet here:

Download Consultation Worksheets and Information (Dropbox Folder)


I look forward to meeting with you.


Robert P. Bergman, Attorney at Law




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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