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Live Living Trust and Retirement Plan Trust Seminars

I currently offer two free estate planning seminars in my offices in San Jose.

The Living Trust Seminar deals with foundational estate planning using living trust planning. The Living Trust Seminars are generally one Saturday morning each month.

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 Retirement Plan Trust Seminars in San Jose  are generally one Saturday morning per month.  [NOTE:  Because of legislation pending in the United States Congress that may seriously impact the distribution of retirement plans at the death of the owner, I am suspending any further Retirement Plan Trust Seminars until the final legislation is either passed or rejected.]

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



"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.

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