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Who We Are

Who We AreRobert P. Bergman, Attorney at Law, Certified Specialist, Estate Planning, Trust & Probate Law

Jennifer A. Lotz, Attorney at Law (Labor and Employment - Employer Side), Of Counsel


Hi.  I'm estate planning Bob Bergman and my wife is attorney Jennifer A. Lotz.  I specialize in estate planning for families with minor children, and my wife does labor and employment law contract work for local law firms.  We were married in 1998, and have twin daughters, born in April of 2008.

As parents ourselves, we worry about who will take care of our children if something happens to us.  We want to make sure that our children never end up in foster care and that they are raised by the people we choose who share our values.   We want to make sure that certain people will not be permitted to raise our children. We worry about our children’s inheritance being lost due to a child’s disability, alcohol, drug or gambling problem, divorce, bankruptcy, or a lawsuit.  

My Children's Legacy Planning Option
 can protect your children from foster care, make sure that people with your values raise your children, and legally exclude those people you would not want.

My Living Trust Planning Option can provide comprehensive planning for your family, including tax planning if desired, at an affordable price.   If desired, it can also incorporate the Castle Trust Planning Option.   This planning option can provide asset protection for the inheritance of your spouse, partner, children or other heirs. The Castle Trust Planning Option can also protect the inheritance from being lost through divorce, immaturity, substance abuse, bankruptcy, disability, lawsuits and many other causes.

My Retirement Plan Trust can provide for asset protection for the retirement plans you are passing on to your family, as well as the ability to "stretch" out the distribution of the retirement plans to spread taxation over several years.

You owe it to your children to find the best way to protect them and their inheritance.  Contact me:
 

CALL ME AT 408-247-0444
CONTACT ME BY EMAIL AT CONTACT BY EMAIL

 


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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