Living Trust Seminar San Jose, CA 2019-01-04T12:45:18+00:00

Living Trust Seminar San Jose, CA

living trust san jose

Estate and inheritance planning is crucial to securing a bright and safe future for your family. If you want to gain wider knowledge of estate law, you can rely on our living trust seminar in San Jose, CA at the Law Offices of Robert P. Bergman. Our living trust seminar in San Jose, CA is designed to educate families on the importance of living trusts and sound estate planning.

What to Expect From Our Living Trust Seminar in San Jose, CA

In our living trust seminar in San Jose, CA, a variety of topics in estate law are discussed. Our living trust seminar in San Jose, CA aims to provide you with better insight into the different aspects of estate and inheritance planning. This way, you can make well-informed decisions with regard to ensuring the protection of your family and their inheritance.

Our Living Trust Seminar in San Jose, CA on Well-Drafted Living Trusts

In our living trust seminar in San Jose, CA, you will learn about the benefits of using a well-drafted living trust. Our living trust seminar in San Jose, CA will inform you of the many ways a living trust can solve the inherent problems with other estate planning methods.

Our Living Trust Seminar in San Jose, CA on Estate Plans

Deciding who inherits your estate requires much thought and careful consideration. At our living trust seminar in San Jose, CA, you will find out the disadvantages of not having sound estate plans. Our living trust seminar in San Jose, CA will also make you understand what it could mean for your family if you do not prepare for the management of your assets in the event of your incapacitation or death.

Our Living Trust Seminar in San Jose, CA on Probate

In the absence of estate planning, matters are often left up to the decision of the court. Our living trust seminar in San Jose, CA tackles this scenario and what happens if your family is forced to use probate in handling your estate after your death.

Our Living Trust Seminar in San Jose, CA on Common Estate Planning

Our living trust seminar in San Jose, CA discusses how using common estate planning methods may still lead to probate and what you can do to steer clear of them.

Our Living Trust Seminar in San Jose, CA on Joint Tenancy and Community Property

Attendees of our living trust seminar in San Jose, CA will find out the truth about joint tenancy ownership. In our living trust seminar in San Jose, CA, a better alternative to joint tenancy is also tackled, which is the community property ownership.

Our Living Trust Seminar in San Jose, CA on Beneficiary Designations

Those who attend our living trust seminar in San Jose, CA will learn why it is not advised to rely on beneficiary designations to pass on your retirement plans, annuities, IRAs, life insurance, and bank and brokerage accounts.

How to Build a “Castle” Around the Inheritance You Leave Behind

Our living trust seminar in San Jose, CA provides information on how you can prevent the inheritance you leave to your heirs from being lost due to financial mismanagement, gambling abuse, lawsuits, bankruptcy, and more.

How to Protect Your Children From Foster Care

In our living trust seminar in San Jose, CA, you will learn the importance of estate planning in terms of protecting your children from foster care. Our living trust seminar in San Jose, CA will also educate you on how you can make sure your children will be raised by people who share your values if you become incapacitated. You can read about reasons to consider a living trust here: https://www.forbes.com/sites/christinefletcher/2018/08/16/9-reasons-why-you-should-consider-a-living-trust/#21e3400e35df

Understand Estate Law Better Through Our Living Trust Seminar in San Jose, CA

If you want to learn more about estate plans and trusts, why not attend our living trust seminar in San Jose, CA? Our living trust seminar in San Jose, CA discusses estate and inheritance planning, from well-drafted trusts to the probate process. Contact us today.

Your Trusted Professionals in Estate Planning, Trust, and Probate Law

Estate planning is serious business and requires careful, thorough consideration. If you commit one error in the process, you risk changing the entire intent of a trust or will. This is why having an estate planning attorney on your side is crucial. When you need one, look no further than the Law Offices of Robert P. Bergman.

At the Law Offices of Robert P. Bergman, we understand how important estate planning is for you and your family. We go above and beyond to make sure our goals are aligned with your best interests. When you rely on us to help protect your children and their inheritance, you can rest easy knowing you are in good and capable hands.

Our Attorneys: Your Partners in Navigating the Legal System

The Law Offices of Robert P. Bergman is staffed with the seasoned and dependable Robert P. Bergman and Jennifer A. Lotz. Attorney Robert specializes in estate planning for families with minor children, and Attorney Jennifer does labor and employment law contract work for local law firms.

The two were married in 1998 and are loving and responsible parents to their twin daughters. As parents themselves, Robert and Jennifer experience firsthand the need to care for their children even after death or if they become incapacitated. They want to make sure that their children do not get sent to foster care but instead are raised by people who share their parental values.

With the desire to carve out the best future for their daughters, Robert and Jennifer do everything they can to protect their children and their inheritance from child’s disability, alcohol, drugs, gambling problems, divorce, bankruptcy, and lawsuits. They harbor the same conviction, compassion, and dedication when they work with their clients.

Estate Planning Solutions We Provide

The Law Offices of Robert P. Bergman offers a wide variety of planning options so that you and your family are covered in all aspects of estate planning. These solutions are designed with the maximum safety and best interests of your children in mind.

Children Legacy Planning Option

This plan provides for the people you nominate to parent your children (“guardians”) when you are no longer able to do so. It also introduces the temporary caretakers of your children or those who can quickly secure custody of them until their guardians can take over.

With the Children Legacy Planning Option, you can also rely on the medical power of an attorney to name health care agents and make health-related decisions for your children. Overall, this plan lets you protect your children from foster care, keep them safe, and make sure they are raised by people who live by the same values as you.

Living Trust Planning Option

This plan focuses on avoiding conservatorship in the event of incapacity and preventing probate at death. It also helps married couples increase their savings from federal estate taxation. With the Living Trust Planning Option, you and your family gain access to maximum asset protection.

Castle Trust Planning Option

This plan is a special type of asset protection for your heirs. The Castle Trust Planning Option passes the inheritance for your spouse and children into a lifetime trust for them. This trust can then only be used to address and support the various needs (health, education, maintenance, and more) of your heirs.

Retirement Plan Trust

This planning option is crafted to provide for the asset protection of the retirement plans you pass onto your family. The plan also lets those who benefit from it “stretch” out the retirement plan distribution so that taxation is spread over several years.

Let Our Attorneys Help You With Estate Planning

If you are a parent, you would want nothing but the best for your children. Continue to care for them even if you are absent or become incapacitated through estate planning. At the Law Offices of Robert P. Bergman, you will find qualified professionals who can help secure a bright and safe future for your children. Contact us at 408-247-0444. Click here to contact us today.

Law Offices of Robert P Bergman