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Robert Paul Bergman

Robert Paul Bergman

  • Estate Planning
  • California
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Summary

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

Practice Area
    Estate Planning
    Guardianship & Conservatorship, Health Care Directives, Trusts, Wills
Fees
  • 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.
Jurisdictions Admitted to Practice
California
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Education
Santa Clara University School of Law
J.D. (1980) | Law
Santa Clara University School of Law Logo
California State University - San Jose State University
B.A. (1977) | Social Science
Honors: Graduated "With Great Distinction"
California State University - San Jose State University Logo
Professional Associations
WealthCounsel
Member
- Current
Activities: National organization of estate planning attorneys with over 1000 member law firms and over 1600 attorneys. www.wealthcounsel.com
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California State Bar  # 94907
Member
- Current
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Academy of Special Needs Planners
Member
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Activities: Association of attorneys specializing in estate planning for families with special needs children and other individuals. www.specialneedsplanners.com
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Advisors Forum
Founding Member
-
Activities: National association of estate planning professionals, including attorneys, financial planners, insurance professionals, and CPAs. www.advisorsforum.com
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Foundation for Personal Financial Education
Speaker
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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
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Certifications
Certified Specialist, Estate Planning, Trust & Probate Law
California State Bar Board of Legal Specialization
Websites & Blogs
Website
Website
Contact & Map
OFFICE
3535 Ross Avenue
Ste. 308
San Jose, CA 95124
Telephone: (408) 247-0444
Fax: (408) 416-4591
Monday: 9 AM - 5 PM
Tuesday: 9 AM - 5 PM (Today)
Wednesday: 9 AM - 5 PM
Thursday: 9 AM - 5 PM
Friday: 9 AM - 3 PM
Saturday: Closed
Sunday: Closed
Notice: Everything is by appointment only, including in-person and online.
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