Robert Paul Bergman

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Robert Paul Bergman: Attorney with Law Offices of Robert P. Bergman
Attorney Awards
  • Martindale-Hubbell Peer Reviewed
  • Champion Badge Reviewed
  • Avvo Client Choice
    Avvo Top Contributor
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Biography

I'm estate planning Attorney Bob Bergman. I have been practicing in the San Francisco Bay Area since 1980. I am a Board-Certified Specialist in Estate Planning, Trust and Probate Law, as certified by the State Bar of California Board of Legal Specialization. My law practice is exclusively devoted to estate planning for individuals and couples, with and without children, who wish to avoid Conservatorship well they are alive and Probate after death.

In addition to estate planning, I handle Probate and trust administration matters. I also have a statewide practice in two specialty Probate Court trust petitions. The first is the Heggstad petition, which is designed to get loose assets into somebody's trust after they have died. I have a dedicated website that describes how I assist attorneys and families throughout the State of California. It is www.heggstadhelp.com.

I also go to court to modify existing irrevocable trusts in order to accomplish income tax planning and also make modifications that may permit inheritance to be passed into trust for a beneficiary rather than outright in order to protect the inheritance further. I also have a dedicated website for this type of petition called www.irrevocabletrustdoctor.com.

I had originally planned to be a high school history teacher, but my disillusionment with the teaching methods being taught in college lead me to switch to go law school instead at Santa Clara Law School. I'm glad I made the switch, even though I still teach as an attorney with the seminars and webinars that I offer as well as continuing education that I have conducted for other estate planning attorneys.

I truly enjoy what I do as an attorney, and I especially enjoy that I have helped hundreds of families over the years with avoiding Conservatorship and Probate and assisting with the orderly transfer of family wealth from one generation to the next.

I'm very accessible to my clients and prospective clients, so don't be surprised if I return your message to me even in the evening or on a weekend.

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Areas of Practice (19)

  • Estate Planning
  • Special Needs Planning
  • Heggstad Petitions
  • Trust Modification Petitions
  • Revocable Living Trust
  • Last Will and Testament
  • Financial Power of Attorney
  • Advance Health Care Directive
  • General Assignment of Assets to Trust
  • Certification of Trust
  • Irrevocable Life Insurance Trusts
  • Retirement Plan Trusts
  • Asset Protected Trusts
  • Special Needs Trusts
  • Pet Trusts
  • Probate Administration
  • Trust Administration
  • Court Petition to Gather Assets Into Trust (Heggstad Petition)
  • Court Petition to Modify an Irrevocable Trust

Education & Credentials

University Attended:
De Anza College, A.A., magna cum laude, 1975; San Jose State University, B.A., with great distinction, 1977
Law School Attended:
Santa Clara Law School, J.D., 1980
Year of First Admission:
1980
Admission:
1980, California; 1981, U.S. District Court, Northern District of California and U.S. Tax Court
Birth Information:
Tripoli, Libya
Certifications:
Certified Specialist Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization
ISLN:
909085375
Hobbies & interests:
Acting, singing, military history

Payment Information

Fixed Hourly Rates
$400 - $500/hr
Credit Cards Accepted
Other
Other Information
Free initial consultation, Fixed fees available

Peer Reviews

4.0/5.0 (4 reviews)
Peer Reviewed

  • Legal Knowledge

    4.2/5.0

  • Analytical Capability

    4.2/5.0

  • Judgment

    3.8/5.0

  • Communication

    4.0/5.0

  • Legal Experience

    4.0/5.0

  • 5.0/5.0 Rated by a Managing Partner on 02/27/12 in Trusts and Estates

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  • 5.0/5.0 Rated by a Sole Practitioner on 01/23/12 in Estate Planning

    Robert is very caring about his clients needs; he is always on the lookout for new and better ways to serve his clients and is willing to explore new estate planning concepts and options.

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  • 4.4/5.0 Rated by a Managing Partner on 02/06/12 in Estate Planning

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  • 4.0/5.0 Rated by a Principal on 01/21/12 in Estate Planning

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Peer reviews submitted prior to 2008 are not displayed.

Other Legal Directories

Avvo Client Review
5.0/5.0 (23 reviews)
Client Choice Award Client Champion

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Lawyers Client Review
4.8/5.0 (1 review)
Client Champion

Bob Bergman's website explains clearly the services he offers when filing a Heggstad Petition. Prior to finding Bob Bergman's webisite, I had already spoken to two attorneys who infomed me that we had...

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Avvo Peer Endorsements

Client Reviews Write a Review

Location

Video Call Options

  • Zoom

Contact Robert Paul Bergman

Contact Information:

408-610-2197  Phone

408-416-4591  Fax

lawbob.com/about-san-jose-estate-planning-law-firm

lawbob.com

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