Contact Attorney Bob Bergman

at (408) 247-0444

rpb@lawbob.com

Law Offices of Robert P. Bergman

920 Saratoga Avenue, Suite 107

San Jose, CA 95129

(408) 416-4591 (fax)

Hi, I’m estate planning attorney Bob Bergman.   I’m married to Jennifer Lotz, who is a labor and employment attorney and my business partner.   We have twin toddler girls, whose home page can be found here:  Children’s Home Page.

Since 1981, it has been our mission to help individuals and families in San Jose and surrounding areas with their estate planning needs. We focus on serving families with young children with the goal of making sure that the children are properly cared for and provided for if the unthinkable should happen. Our honest, conscientious commitment to our clients makes us a firm you can trust to plan for your family's future. We will put your needs and desires first and make sure that you have the information necessary to make important decisions about your estate.

CONSULTATIONS

We free, one hour consultations on estate planning and probate and trust administration. Consultations are available by appointment only on Tuesdays through Saturdays in our offices.

Note: If you wish to schedule a consultation to discuss your rights as an heir or beneficiary under somebody's Will or trust, these consultations are not free, but are charged at the rate of $350.00 per hour, due and payable at the time of the consultation. These charges may be waived at our option.

To schedule a free, one hour consultation to discuss your own personal estate planning needs, call our offices at 408-247-0444 or click on the following link:

Schedule Estate Planning Consultation

To schedule a free, one hour consultation to discuss the administration of the estate of someone who has died, or the after death administration of the trust of someone who has died, call our offices at 408-247-0444 or click on the following link:

Schedule Probate or Trust Administration Consultation

CONSUMER GUIDE

We publish a useful guide that explains many of the estate planning options available if you live in California.   It is call the “California Consumer Guide to Wills, Living Trusts and Estate Planning.”

Please use the following link to request If you would like to receive a copy of the Consumer Guide:

Request Our Consumer Guide:

FREE LIVING TRUST SEMINARS

We offer free living trust seminars in our offices at 920 Saratoga Avenue, Suite 107, San Jose, CA 95129, and occasionally at other public venues.

Seminars are generally offered on the 2nd and 4th Saturday mornings.

Click on the following link to view a list of upcoming seminars and to register and reserve your space:

"The Living Trust Seminar - Your Estate Planning Options".

Here is a description of "The Living Trust Seminar – Your Estate Planning Options:"

The seminar runs about 80-90 minutes in length, and covers topics such as probate avoidance, conservatorship avoidance, estate tax minimization or elimination, special planning for minor children, and asset protection planning for children's inheritance. The seminar also briefly covers some advanced planning techniques such as life insurance trusts and the IRA Inheritance Trust, a trust specifically designed to maximize the benefits of retirement plans such as IRAs and 401k plans when they are passed on to children or other heirs.

Bob is also available for private seminars that can also be presented for your PTA, "Mommy and Me" group, child's preschool, childcare center, or private school, church, your company’s employees, or even your circle of friends and family.  Just contact our offices at (408) 247-0444 or Bob directly at rpb@lawbob.com to make your request.

We look forward to continuing to serve you here in the South Bay Area and Silicon Valley for many years to come.

Member of the following legal plan networks:

ARAG Legal Plan Attorney Network

CLC Incorporated Legal Plan (usually part of an Employee Assistance Program/Plan through local companies.  Check with your human resources department to see if you qualify)

We will also assist members of the Hyatt Legal Plan (MetLaw) by offering them a 20% discount off of fees, and members of AARP and AMAC by offering a 20% discount off of fees.