About Robert P. Bergman

Robert P. Bergman is an Estate Planning attorney in Santa Clara County who assists individuals and couples in planning for the orderly transfer of family wealth to their intended heirs. He focuses on planning to avoid conservatorship and Probate, special planning for special needs persons, and specialized court petitions involving trusts.

Bob is a Certified Specialist in Estate Planning, Trust & Probate Law, as certified by the California State Bar Board of Legal Specialization, a distinction held by less than 100 attorneys in Santa Clara County where he practices law.

A Santa Clara County resident since 1968, he received his J.D. from Santa Clara Law School in 1980, after attending and graduating from college in Santa Clara County.   He is a 10+ year member of Wealthcounsel, a national association of estate planning attorneys with thousands of members.  He has also taught continuing legal education to other attorneys.

Bob presents frequent seminars on living trust planning and is the host of “Plan Your Estate Radio “ a Friday afternoon live radio talk show on 1220AM KDOW in the San Francisco Bay Area.   Bob is married with twin teenage daughters, and enjoys live theater, travel, and wargaming in miniature.

 

Bob Bergman is knowledgeable and experienced and right away I knew we were in competent hands. I highly recommend Bob Bergman’s services.
– Client Review for Robert Bergman

Robert was patient and thorough, leading us through the process and explaining the steps and options. He also gave us full hard and digital copies of everything.
– Dennis Switick