Robert P. Bergman, Attorney at Law
Certified Specialist, Estate Planning, Trust & Probate Law
(State Bar of California Board of Legal Specialization)
Hi. I'm estate planning attorney and counselor at law Robert P. Bergman, or "Bob" to my family, friends, clients and business colleagues. I am married to Jennifer A. Lotz, who is also Of Counsel to my practice. I am a Certified Legal Specialist in Estate Planning, Trust & Probate Law, certified by the California State Bar Board of Legal Specialization.
I was born in Tripoli, Libya, to an Italian mother. While there, I was adopted by my parents, a United States Air Force officer and his wife. I became a U.S. citizen in 1960, and lived with my family in Ypisilanti, Michigan, Colorado Springs, Colorado, the island of Bermuda, and finally in the Tidewater region of Virginia, before my father retired in 1968.
My father, who was a successful real estate broker after his Air force career, always told me that, "if you provide more service to your clients than they expect, you will never be out of business." I enjoy my profession and I derive great satisfaction knowing that I am helping my clients achieve their planning goals and dreams.
On the lighter side, I have sung and acted with several local performing arts companies, including the Children's Music Theater of San Jose (formerly the San Jose Children's Musical Theater) while in college, and later the Lamplighters of San Francisco, the Stanford Savoyards, Lyric Theatre (Gilbert & Sullivan Society of San Jose), Mission City Opera, the West Valley Light Opera Association, the Sunnyvale Community Players and the South Bay Music Theater (Saratoga Drama Group). I am also an avid military historian and collector of war games and miniatures.
I have been practicing law since 1980, when I was admitted to the State Bar of California. My resume is below:
Memberships, Court Admissions, and Activities
Other Related Training and Experience
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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