I am a member of WealthCounsel (www.wealthcounsel.com), a national association 1,000+ law firms and 1,600+ estate planning lawyers. As a WealthCounsel member, I have access to the collective wisdom and experience of these in meeting the needs of my clients.
All of the estate plans I prepare are customized for each family drafted using proprietary software. This software helps me to draft comprehensive, sophisticated solutions for my clients at a reasonable price, while leaving plenty of room to insert my 25+ years of experience as an estate planning attorney.
Additionally, I regularly attend continuing education offered by WealthCounsel that enables me to keep current on the latest estate planning opportunities and techniques for my clients, including the IRA Inheritance Trust, a special trust designed to be the beneficiary of IRAs and other retirement plans.
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The Law Offices of Robert P. Bergman assists families with Estate Planning, Special Needs Planning for children, and Probate and Trust Administration in the Silicon Valley (Santa Clara County, California).