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