Live Living Trust, Inheritance and Wealth Preservation Seminars
View and Register for Upcoming Seminars
I currently offer two free seminars in my offices in San Jose. One deals with foundational estate planning using living trust planning, and the other deals with more advanced estate planning for wealth preservation and maximization of the benefits of retirement plans when they are passed on to your heirs.
Attendees at either seminar receive the following at no charge:
*A hard copy of my 40 page brochure, "California Consumer Guide to Wills, Living Trusts and Estate Planning";
*A copy of my Information CD, which contains the Consumer Guide, my living trust seminar in a format that can be viewed on your computer, informative articles on special needs planning, life insurance trusts, and special planning for retirement plans, and other information including paperwork for an Initial Consultation with me; and
*A certificate good for a 10% discount off my planning fees and a a waiver of my fee for a one-hour consultation with me (a $400.00 value) - conditions apply.
SEMINAR DESCRIPTIONS
"The Living Trust Seminar: Inheritance Planning for You and Your Family in 2013 and Beyond"
My live seminars are offered primarily to residents of the Greater San Francisco Bay Area, including residents of the following counties, cities, and communities:
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
June 2013 
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1777 Saratoga Avenue, Suite 210
San Jose, CA 95129
(www.lawbob.com / 408-247-0444 )
A map with directions to my office may be downloaded.
1777 Saratoga Avenue, Suite 210, San Jose, CA 95129
(www.lawbob.com / 408-247-0444)
A map with directions to my office may be downloaded.
1777 Saratoga Avenue, Suite 210, San Jose, CA 95129
(www.lawbob.com / 408-247-0444)
A map with directions to my office may be downloaded.
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).
