Law Offices of Robert P. Bergman
3535 Ross Avenue, Ste. 308 (Building Two)
San Jose, CA 95124
Office:  408-247-0444 / Fax: 408-416-4591

(408) 247-0444

CONTACT US TODAY!
REGISTER FOR UPCOMING SEMINARS

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.

Why Hire Bob?
Why Do Estate Planning?
Who Should Prepare Your Estate Plan?
Download Current Estate Planning Brochure: “The California Consumer Guide to Wills, Living Trusts and Estate Planning”

BOOK A FREE ESTATE PLANNING CONSULTATION NOW!

If you wish to consult with me regarding living trust planning, planning for special needs family members, planning for asset protection for retirement plan assets for your heirs, or wealth preservation planning.  There is currently no charge for this consultation (subject to change without notice.)  

BOOK AN ESTATE ADMINISTRATION CONSULTATION (Trust or Probate Administration)

If you wish to consult with me about handling the post-death administration for a person who had no Will, had only a Will, or had a revocable and/or irrevocable trust of which you are the successor trustee, or if you are a beneficiary and you wish to consult about your rights as a beneficiary under an existing trust or Will.  These consultations are billed at an hourly rate of $500.00 per hour, with a minimum of one hour, due and payable at the time of the consultation.

BOOK A TRUST PETITION CONSULTATION    When using living trusts, there are sometimes situations that arise where court action is necessary.    When there are loose assets owned by a Decedent (e.g. one who has died) and there is a trust involved, it may be necessary to go to court to have those assets declared to be assets of the Decedent’s existing trust.  This is called a Heggstad petition.    In other cases, changes in the law or circumstances may mean that modifications should be made to existing irrevocable trusts.  These changes can be made through court using a petition under Probate Code Sections 15403 or 15409.   A trust modification petition would then be appropriate.   These consultations are 45 minutes in length, and can be done in-person or by telephone.  I can also assist no matter where in the State of California the Decedent lived or the trust is being administered.

BOOK A CLIENT REVIEW APPOINTMENT
Download Estate Planning Consultation Paperwork (Dropbox folder with all files)

If you are an existing client and you wish to have your estate plan reviewed (recommended if you had it done prior to 2013).