Attorney Robert P. Bergman
Board Certified Specialist in Estate Planning, Trust and Probate Law
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
IF THIS IS YOUR FIRST TIME HERE:
BOOK A FREE ESTATE PLANNING CONSULTATION NOW!
BOOK AN ESTATE ADMINISTRATION CONSULTATION (Trust or Probate Administration)
REGISTER FOR UPCOMING LIVING TRUST AND/OR RETIREMENT PLAN TRUST SEMINARS
FOR EXISTING CLIENTS:
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.
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.)
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.
If you are an existing client and you wish to have your estate plan reviewed (recommended if you had it done prior to 2013).
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
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.