Contact Us Free Seminars
  • Shrink text
  • Enlarge text
  • Mail this page
Live Living Trust Seminar, Retirement Plan Trust Seminar, and "Fixing Outdated and Broken Trusts and Estates" Seminar

I currently offer three seminars in my offices in San Jose.


The Living Trust Seminar deals with foundational estate planning using living trust planning.

The Retirement Plan Trust Seminar deals with special planning that may be done for IRAs and other retirement plans when they are inherited, including deferral of income taxation and asset protection.  

The "Fixing Outdated and Broken Trusts and Estates" Seminar, that covers the problems and solutions for older trusts that were drafted in the past and may no longer reflect the wishes of the original creator(s).  This is especially the case for trusts drafted for married couples before the major change in the federal estate tax exclusion amount, making such trusts obsolete or even dangerous to the financial health of the family.  Will also cover how to fix trusts after the death of the creator of the trust.

Attendees at either seminar receive a copy of my estate planning brochure, "California Consumer Guide to Wills, Living Trusts and Estate Planning"

Please check the calendar below for seminar topics, dates, and times. More than one seminar may be offered on a specific date.  Unless otherwise indicated, all seminars are offered at:

Law Offices of Robert P. Bergman
1777 Saratoga Avenue, Ste. 208
San Jose, CA 95129
Download map with directions

 


ESTATE PLANNING SEMINAR DESCRIPTIONS


"The Living Trust Seminar: Inheritance Planning for You and Your Family"


"The Retirement Plan Trust Seminar: Passing on an "Inherited IRA" to Your Heirs with Income Tax Deferral and Asset Protection"


 


          
 


 

My live seminars are offered primarily to residents of the Greater San Francisco Bay Area,  including residents of the following counties, cities, and communities.  Webinars are available anywhere in the country, but are intended for California residents:
 
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


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.

Google+ business page