OPEN FOR BUSINESS DURING CORONAVIRUS
Robert P. Bergman, Attorney at Law
Law Offices of Robert P. Bergman
3535 Ross Avenue, Ste. 308
San Jose, CA 95124
Office 408-247-0444 / Fax: 408-416-4591
Orange County Satellite Office
(no appointments available)
1968 S. Coast Hwy., #3081
Laguna Beach, CA 92651
NOTE: Effective August 1, 2020, I will no longer be handling Probate or trust administration matters except for existing clients.
I do foundational estate planning using living trusts, Wills, powers-of-attorney, and advance health care directives.
A major part of my practice involves going to Probate Court to handle Heggstad petitions to gather in loose assets to a trust, and trust modification petitions to modify irrevocable trusts that need to be updated or corrected.
Visit www.heggstadhelp.com for more information on Heggstad petitions.
Visit www.irrevocabletrustdoctor.com for more information on trust modification petitions.
Or, you may book a consultation for Heggstad or trust modification petitions using this link:
Hi. I’m estate planning attorney Bob Bergman (“Robert P. Bergman”), Certified Specialist in Estate Planning, Trust & Probate Law (California State Bar Board of Legal Specialization). Use the “quick links” below to find out more about my estate planning law practice.
I am the “on air” host of “Plan Your Estate Radio,” broadcasting Friday afternoons from 2:00 to 3:00 on 1220 AM KDOW (Wall Street Business Network).
My shows cover a wide range of estate planning topics, and I take calls “on the air” from listeners with their estate planning questions. Podcasts for my shows are available at the KDOW website, www.kdow.biz,and can be accessed 24/7.
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
I provide Heggstad and trust modification petition services to the general public, attorneys and their clients, title companies, realtors, etc. throughout the State of California, including the following counties:
ALAMEDA COUNTY, ALPINE COUNTY, AMADOR COUNTY, BUTTE COUNTY, CALAVERAS COUNTY, COLUSA COUNTY, CONTRA COSTA COUNTY, DEL NORTE COUNTY, EL DORADO COUNTY, FRESNO COUNTY, GLENN COUNTY, HUMBOLDT COUNTY, IMPERIAL COUNTY, INYO COUNTY, KERN COUNTY, KINGS COUNTY, LAKE COUNTY, LASSEN COUNTY, LOS ANGELES COUNTY, MADERA COUNTY, MARIN COUNTY, MARIPOSA COUNTY, MENDOCINO COUNTY, MERCED COUNTY, MODOC COUNTY, MONO COUNTY, MONTEREY COUNTY, NAPA COUNTY, NEVADA COUNTY, ORANGE COUNTY, PLACER COUNTY, PLUMAS COUNTY, RIVERSIDE COUNTY, SACRAMENTO COUNTY, SAN BENITO COUNTY, SAN BERNARDINO COUNTY, SAN DIEGO COUNTY, SAN FRANCISCO COUNTY, SAN JOAQUIN COUNTY, SAN LUIS OBISPO COUNTY, SAN MATEO COUNTY, SANTA BARBARA COUNTY, SANTA CLARA COUNTY, SANTA CRUZ COUNTY, SHASTA COUNTY, SIERRA COUNTY, SISKIYOU COUNTY, SOLANO COUNTY, SONOMA COUNTY, STANISLAUS COUNTY, SUTTER COUNTY, TEHAMA COUNTY, TRINITY COUNTY, TULARE COUNTY, TUOLUMNE COUNTY, VENTURA COUNTY, YOLO COUNTY, AND YUBA 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.