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Live Living Trust, Inheritance and Wealth Preservation Seminars

I currently offer two free seminars in my offices in San Jose.   One deals with foundational estate planning using living trust planning, one 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.

Attendees at either seminar receive the following at no charge:

*A hard copy of my estate planning 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 free one-hour consultation with me (a $400.00 value - conditions apply), and a certificate good for a 10% discount off my planning fees.


SEMINAR DESCRIPTIONS


"The Living Trust Seminar: Inheritance Planning for You and Your Family in 2015 and Beyond"


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


Please check below for a list of all available seminar topics, dates, and times. More than one seminar may be offered on a specific date.


  • 5/30/2015 8:30 am - 9:30 am
    Offered at the Law Offices of Robert P. Bergman
    1777 Saratoga Avenue, Suite 208, San Jose, CA 95129
    (www.lawbob.com / 408-247-0444)

    A map with directions to my office may be downloaded.



  • 6/20/2015 8:30 am - 9:30 am
    Offered at the Law Offices of Robert P. Bergman
    1777 Saratoga Avenue, Suite 208, San Jose, CA 95129
    (www.lawbob.com / 408-247-0444 )

    A map with directions to my office may be downloaded.





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


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).