(408) 247-0444
Or contact Attorney Bob Bergman
at 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 labor and employment attorney Jen Lotz, who is also my business partner. We have twin toddler girls, whose home page can be found here:
Children’s Home Page.
Since 1981, it has been my mission to help individuals and families in San Jose and surrounding areas with their estate planning needs. I 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. My honest, conscientious commitment to my clients makes me an attorney you can trust to plan for your family's future. I will put your needs and desires first and make sure that you have the information necessary to make important decisions about your estate.
FREE LIVING TRUST SEMINARS: I regularly offer free living trust seminars in my offices at 920 Saratoga Avenue, Suite 107, San Jose, CA 95129, and occasionally at other public venues. My seminars are generally offered on the 1st and 3rd or 2nd and 4th Saturday mornings of each month. You can view a list of upcoming living trust seminars and register to reserve a place here:
View Upcoming Living Trust Seminars and Reserve a Place
ONLINE LIVING TRUST SEMINAR: If you cannot attend a living trust seminar in person, you can view and/or download a 55 minute PowerPoint presentation by visiting my companion website:
View Living Trust Seminar Online at www.lawbob.net
I am 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 me at (408) 247-0444 or email me directly at rpb@lawbob.com to make your request.
CONSUMER GUIDE: I 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.” You may download a copy of the Consumer Guide here:
Download Consumer Guide to Wills, Living Trust and Estate Planning
FREE ESTATE PLANNING CONSULTATIONS: I offer free, one hour consultations on estate planning in my offices on Saratoga Avenue in San Jose. Consultations are available on Tuesdays through Saturdays. If you wish to schedule a consultation to discuss the estate plan of somebody other than yourself, these consultations are not free, but are charged at my currently hourly rate of $350.00 per hour, due and payable at the time of the consultation. These charges may be waived at my option.
To schedule a free consultation to discuss your own personal estate planning needs, call me at 408-247-0444 or schedule directly through my online calendaring system here:
Schedule Estate Planning Consultation
FREE PROBATE AND TRUST ADMINISTRATION CONSULTATIONS: I also offer free, one hour consultations to discuss the administration of the estate of someone who has died with or without a Will, or the after-death administration of the trust of someone who has died. Consultations are available on Tuesdays through Saturdays. These consultations are not free if you only wish to discuss your rights as an heir or beneficiary of somebody's estate or trust.
To schedule a free consultation to discuss probate or trust administration, call me at 408-247-0444 or schedule directly through my online calendaring system here:
Schedule Probate or Trust Administration Consultation
FREE INVESTMENT SEMINARS AND CONSULTATIONS: For accredited investors, I occasionally offer one hour seminars and consultations on an investment alternative to the stock market, real estate, and other investments. This alternative investment can provide stock market returns with money market or certificate of deposit risk.
Because this investment is limited to accredited investors, no specific information can be published on this website, so attendance at a seminar or booking a personal consultation is required. You can view a list of upcoming investment seminars and register to reserve a place here:
Free Investment Seminars
If you wish to book a consultation with me to discuss this investment alternative, you may schedule a consultation here:
Schedule Investment Consultation
I 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:
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ARAG Legal Plan Attorney Network
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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)
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Special discounts available for members of Gemini Crickets (Parents of Multiples)
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I will also assist members of the Hyatt Legal Plan (MetLaw), AARP, and AMAC with substantial discounts off of my published fees.
Serving families in the South San Francisco Bay Area, including the communities of San Jose, Santa Clara, Sunnyvale, Cupertino, Campbell, Los Gatos, Monte Sereno, Saratoga, Palo Alto, Los Altos, Milpitas, Los Altos Hills, Alviso, Mountain View, Menlo Park, E. Palo Alto, Fremont, Newark, Morgan Hill, and Gilroy. |