Robert Paul Bergman

Board Certified Specialist in Estate Planning, Trust and Probate law, focusing on estate planning for families with children.

Besides doing estate planning, I regularly file petitions in the Courts to gather loose assets into a trust after someone has died (i.e., a "Heggstad" petition) or to modify an irrevocable trust in order to correct errors or deficiencies, or add in provisions that can be beneficial to a family.

Additionally, I assist with probate and trust administration of a decedent's estate or trust after they have died.

• Zoom
• Microsoft Teams

• Free Consultation
  Free initial consultation for estate planning. Charge for Probate and/Trust administration consultation (minimum one hour) Visit website for details.
• Credit Cards Accepted
  Visa, Mastercard, Discover, Diner's Club
• Rates, Retainers and Additional Information
  Fees are generally fixed fees for living trust planning, retirement trust planning, special needs planning, and certain types of petitions in the Probate Court. Probate and Trust administration are hourly at the rate of $500.00 per hour.

California

Since 1980

Santa Clara University School of Law

J.D. (1980) | Law

California State University - San Jose State University

B.A. (1977) | Social Science

Honors: Graduated "With Great Distinction"

WealthCounsel

Member

2006 - Current

Activities: National organization of estate planning attorneys with over 1000 member law firms and over 1600 attorneys. www.wealthcounsel.com

California State Bar  # 94907

Member

1980 - Current

Academy of Special Needs Planners

Member

2008 - 2010

Activities: Association of attorneys specializing in estate planning for families with special needs children and other individuals. www.specialneedsplanners.com

Advisors Forum

Founding Member

2007 - 2009

Activities: National association of estate planning professionals, including attorneys, financial planners, insurance professionals, and CPAs. www.advisorsforum.com

Foundation for Personal Financial Education

Speaker

2007 - 2009

Activities: National non-profit corporation involved in providing free workshops for companies, municipalities and other organizations in the areas of financial planning, estate planning, retirement planning, estate planning for retirement plan assets, and home and asset protection. www.fpfenonprofit.org

Certified Specialist, Estate Planning, Trust & Probate Law

California State Bar Board of Legal Specialization