Live Living Trust and Retirement Plan Trust Seminars 2018-07-18T11:22:25+00:00
Lawbob.com header images - happy families outdoors, children with their parents
Law Office of Robert P. Bergman logo

Estate Planning Seminars and Workshops

I currently offer four seminars and workshops:

  • “The Living Trust Seminar” deals with foundational estate planning using living trusts, powers of attorney, advance health care directives, etc;

  • “The Retirement Plan Trust Seminar” deals with special planning that may be done for qualified retirement plans such as 401(k) and IRA when they are inherited, including deferral of income taxation and asset protection; 

  • “The Fixing Outdated and Broken Trusts and Estates” Seminar, that covers the problems and solutions for older trusts that were drafted in the past and may no longer reflect the wishes of the original creator(s).  This is especially the case for trusts drafted for married couples before the major change in the federal estate tax exclusion amount, making such trusts obsolete or even dangerous to the financial health of the family.  Will also cover how to fix trusts after the death of the creator of the trust; and

  • “The 7 Threats to Your Family’s Future Security and How to Avoid Them” workshop that covers the seven major estate planning issues that can impact your family.   Includes a discussion of long term care planning, including Medi-Cal.

Attendees at any seminar receive a copy of my estate planning brochure, “California Consumer Guide to Wills, Living Trusts and Estate Planning.”

Please check the calendar below for seminar topics, dates, and times. More than one seminar may be offered on a specific date.  Unless otherwise indicated, all seminars are offered at:

Law Offices of Robert P. Bergman
1777 Saratoga Avenue, Ste. 208
San Jose, CA 95129
Download map with directions


ESTATE PLANNING SEMINAR AND WORKSHOP DESCRIPTIONS


“The Living Trust Seminar: Inheritance Planning for You and Your Family”


“The Retirement Plan Trust Seminar: Passing on an “Inherited IRA” to Your Heirs with Income Tax Deferral and Asset Protection”


“The 7 Threats to Your Family’s Future Security and How to Avoid Them”

TO REGISTER FOR A SEMINAR OR WORKSHOP, SELECT A DATE AND THEN CLICK ON THE “REGISTER NOW” BUTTON BELOW THE CALENDAR.  YOU WILL BE TAKEN TO EVENTBRITE WHERE YOU CAN COMPLETE YOUR REGISTRATION.

IF A SEMINAR IS ALREADY FULL, YOU WILL BE INFORMED BY EVENTBRITE ON THEIR REGISTRATION PAGE.


          


My live seminars are offered primarily to residents of the Greater San Francisco Bay Area,  including residents of the following counties, cities, and communities.  Webinars are available anywhere in the country, but are intended for California residents:

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.

 Google+ business page

Law Offices of Robert P Bergman