welcome to the Law Offices of Robert P. Bergman

Planning for Your Most Important Asset – Your Family!

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estate
planning

There are many legal strategies involved in estate planning, including wills, trusts, durable powers of attorney, and health care documents.

TRUST MODIFICATION PETITIONS

Heggstad & Trust Modification Petitions

Let us help you with special court petitions to gather loose assets into trust ownership after death without Probate, or to modify an existing irrevocable trust to make desired changes.

Special Needs Planning

Special needs
planning

We can plan to protect the inheritance for your special needs child or dependent adult from being taken by the government to pay for their care.

asset protection

special needs
planning

why work with me

estate planning

You want to work with an attorney who specializes in estate planning

You understand that good estate planning requires expert advice, takes time and effort, adds great value, and is not cheap.

You want to avoid Conservatorship and Probate

You want to pass on your wealth in the best way possible to your spouse, partner, children, or other heirs.

You want professional planning that takes quality thought and effort

You recognize that “do it yourself” options such as books, paralegals, document preparation services and online websites are not the answer for your family situation.

Welcome!

I’m Attorney Bob Bergman. I’ve lived in Santa Clara County since 1968, and I’ve been a practicing attorney since 1980. Through my law practice, I help families:

  • with disability and inheritance planning to avoid Conservatorship if you become disabled, and Probate at your death. 
  • take maximum advantage of the estate tax and inheritance laws to pass on their property quickly and inexpensively to their children or other heirs after death. This can include planning for asset protection for the inheritance for many generations.
  • that have children or other relatives with special needs with comprehensive supplemental needs trust planning to preserve an inheritance for the care of the special needs person.

My clients are at all stages of life, including married and unmarried, registered domestic partnerships, and those with and without children.

My planning approach is like an architect designing a custom home for my clients. In our meeting, we will create a “blueprint” together for your custom estate plan that has the features and benefits you request and need. Then, once we finish the design of your estate plan, I will create an estate plan like a contractor, building it step by step.

Attorney Robert P. Bergman

On the lighter side, I have sung and acted with several Bay Area performing companies, including the Lyric Theatre (Gilbert & Sullivan Society of San Jose), Lamplighters of San Francisco, the Stanford Savoyards, Mission City Opera, the West Valley Light Opera Association, the Sunnyvale Community Players and the South Bay Music Theater. I am also an avid amateur military historian.

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listen to my show

Plan Your estate radio

Broadcasting every Friday afternoon from 2:00 pm to 3:00 pm at AM 1220 KDOW in the San Francisco Bay Area. Podcasts for my shows are available on KDOW, and can be accessed 24/7.