Living Trust Seminar San Jose, California 2019-01-04T12:46:46-07:00

Living Trust Seminar San Jose, California

California living trust seminar

If you need the best estate planning possible, you should get reliable assistance with estate law. The Law Offices of Robert P. Bergman is uniquely qualified to work with you in this matter and help make sure that your goals are fulfilled.

Through our living trust seminar in San Jose, California, we will educate you on everything you need to know about estate planning. This way, you can make well-informed choices with regard to your assets and heirs.

What Is Our Living Trust Seminar in San Jose, California?

Estate planning involves complexities that a nonlegal person may find hard to understand. However, grasping these technicalities is possible with patience and enough research. That is the goal of our living trust seminar in San Jose, California: to give you a clearer picture of estate planning.

Our living trust seminar in San Jose, California tackles the foundational estate planning that is done using living trusts, powers of attorney, and advance health care directives. If you want to learn how to prepare for the management of your assets after your death, attending our living trust seminar in San Jose, California is the best course of action.

Some of the Contents of Our Living Trust Seminar in San Jose, California

Our Living Trust Seminar in San Jose, California Discusses Trusts

The legal professional in our living trust seminar in San Jose, California will educate you on the purposes of a living trust. Through our living trust seminar in San Jose, California, you will also learn how a well-drafted trust can solve the problems that are inherent with other estate planning options.

Our Living Trust Seminar in San Jose, California Tackles Estate Plans

The consequences of not having an estate plan will be discussed in our living trust seminar in San Jose, California. Because this topic will be tackled in our living trust seminar in San Jose, California, it may give you just the push you need to get started on your estate planning.

Our Living Trust Seminar in San Jose, California Discusses Probate

Probate is one of the reasons that people opt for a living trust. That said, this estate law process still confuses some. Our living trust seminar in San Jose, California aims to remove that confusion.

In our living trust seminar in San Jose, California, we will discuss the intricate workings of the probate process. Our living trust seminar in San Jose, California will also dive into the possible impact of probate on your family after your death.

Our Living Trust Seminar in San Jose, California Tackles How to Protect Your Children From Foster Care

The attorney in our seminar will teach you how you can use estate planning to protect your children. Through our living trust seminar in San Jose, California, we will help you understand what estate planning power you can leverage to steer your children away from foster care and have the most suitable guardian care for them.

Our Living Trust Seminar in San Jose, California Discusses Trust Protectors

Our living trust seminar in San Jose, California will talk about trust protectors and how they can provide ongoing oversight for your assets. This living trust seminar in San Jose, California will also tackle the effects on the law and family circumstances of the changes made by these protectors. You can read a beginners guide to living trusts here: https://www.thebalance.com/what-is-the-definition-of-a-trust-3505391

Registering for Our Living Trust Seminar in San Jose, California

It is easy to register for our living trust seminar in San Jose, California. All you have to do is select a date on the calendar that you will find on our website.

You need to click on the “Register Now” button, which will take you to Eventbrite. There, you can complete your registration for our living trust seminar in San Jose, California.

Sign Up for Our Living Trust Seminar in San Jose, California

Our living trust seminar in San Jose, California is your ticket to sound estate planning. Contact our attorney today for more information.

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. Click here to read client testimonials.

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.