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Private Living Trust Seminars for Companies, Churches, and Organizations


Over the past 25 years, Bob has presented several hundred living trust seminars to the general public, companies, churches, and groups.

Representative Companies, Churches and Groups include:

Brocade Communications  * Synopsys, Inc. * Evangel Christian Fellowship * The Home Church * Epson Electronics America * Ultratech * Sons In Retirement * Alum Rock Christian Church * Triquint * XL Construction * ASG, Inc. (Morgan Hill) * Cortina Systems, * St. Francis Episcopal Church (San Jose) * Unitarian Universalist Church of Palo Alto * Sprig Electric * San Jose State University employees * Riverview, * Workday * Silicon Valley FACES * Gemini Crickets (Parents of Multiples), Fenwick and West (law firm), Blue Coat Systems, and more

Bob is also a former speaker on estate planning for the non-profit Foundation for Personal Financial Education, and the non-profit Financial Knowledge Institute. Bob's workshops are conducted on-site, and can last anywhere from 45-90 minutes depending on the needs of your organization.  Time is also set aside for questions and answers. All workshop materials are provided at no charge, and attendees can request consultations or further information at the workshop or later if desired. If you wish to schedule a lunch hour workshop on a weekday, evening or weekend, please contact me with your request.   I will get back to you right away to work out the details.

My seminars are offered to primarily to residents of the Greater San Francisco Bay Area,  including residents of San Jose, Santa Clara, Sunnyvale, Cupertino, Campbell, Los Gatos, Monte Sereno, Saratoga, Palo Alto, Los Altos, Milpitas, Los Altos Hills, Alviso, Mountain View, Menlo Park, Redwood City, E. Palo Alto, Fremont, Newark, Hayward, Morgan Hill, Gilroy, Santa Cruz, Scotts Valley, and Felton.    Santa Clara County, San Mateo County, Santa Cruz County, Alameda County, Contra Costa County, and San Francisco County.

 


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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