Trust Attorney San Jose, CA

trust attorney in san jose

Deciding who inherits your estate is one of the biggest and most important decisions you can make. This is why you will want the best estate planning possible for your family and their inheritance. For estate planning help you can depend on, look no further than our trust attorney in San Jose, CA.

At the Law Offices of Robert P. Bergman, we believe in the power of relationships that are founded on respect and trust. You will be working with a trust attorney in San Jose, CA who acts only in your best interests when you turn to us. With extensive legal experience, our trust attorney in San Jose, CA will aid you in creating an estate plan that is tailored to your family’s unique needs.

What Does a Trust Attorney in San Jose, CA Do?

If you wish to leave your assets to your loved ones without the need for probate, creating a trust for them is the best course of action. This is where a trust attorney in San Jose, CA comes in. A trust attorney in San Jose, CA will help you set up your trust and offer relevant legal help to the person you name as your trustee.

Why Should You Hire a Trust Attorney in San Jose, CA?

Some people choose not to hire a trust attorney in San Jose, CA because they find drafting a trust simple to do. However, one wrong word or phrase can cost you.

For your benefit and peace of mind, you should work with a trust attorney in San Jose, CA when setting up and reviewing a will or trust. Here are some of the reasons why it is in your best interests to hire a trust attorney in San Jose, CA:

A Trust Attorney in San Jose, CA Is Experienced in the Legal Field

If you do not have experience in navigating the legal system, you may not know what your biggest concerns should be. A trust attorney in San Jose, CA is seasoned in anticipating estate law situations that a nonlegal person may not think will happen.

When you work with a trust attorney in San Jose, CA, you will have his or her experience and knowledge at your disposal. A trust attorney in San Jose, CA will listen to your concerns and advise you based on your specific circumstances. A trust attorney in San Jose, CA will also enlighten you on the areas you would never have considered on your own.

A Trust Attorney in San Jose, CA Is Well-Versed in Complex State Laws

The laws that govern asset transfer can be particular about what may and may not be included in estate planning. It is recommended that you hire a trust attorney in San Jose, CA who can guide you throughout the process. Knowledgeable of legal rules and procedures, a trust attorney in San Jose, CA will help you arrange and sign legal documents properly.

A Trust Attorney in San Jose, CA Can Provide Ongoing Support

Estate planning is not a one-time activity but an ongoing process. You might run into difficulties and complications during its course. With a trust attorney in San Jose, CA on your side, you get access to ongoing legal advice and support. This means that a trust attorney in San Jose, CA can help you steer clear of or resolve estate planning problems down the road.

A Trust Attorney in San Jose, CA Helps You Better Understand Estate Planning

Your trust attorney in San Jose, CA will see to it that you know what your estate plan can do. Additionally, your trust attorney in San Jose, CA will educate you on the tools that you can utilize to personalize your plan.

Consult Our Trust Attorney in San Jose, CA

Get the estate planning assistance you need from our trust attorney in San Jose, CA. We will work hard to help make the process hassle-free. Contact one of our attorneys 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. Click here to learn more about why you should hire Bob.

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.