We would like to introduce ourselves to you. We are Bob Bergman and Jennifer Lotz, attorneys who specialize in estate planning for families with minor children. We were married in 1998, and have twin baby girls, born in April of 2008.
As parents ourselves, we worry about who will take care of our children if something happens to us. We want to make sure that our children never end up in foster care and that they are raised by the people we choose who share our values. We want to make sure that certain people will not be permitted to raise our children. We worry about our children’s inheritance being lost due to a child’s disability, alcohol, drug or gambling problem, divorce, bankruptcy, or a lawsuit.
Our Children's Legacy Plan can protect your children from foster care, make sure that people with your values raise your children, and legally exclude those people you would not want.
Our Trust Plan can provide comprehensive planning for your family, including tax planning if desired, at an affordable price.
Our Castle Trust Plan expands on our Trust Plan, and can provide asset protection for your children’s inheritance, protecting it from being lost through divorce, immaturity, substance abuse, bankruptcy, disability, or lawsuits.
Our IRA Inheritance Trust can provide for asset protection for the retirement plans you are passing on to your family, as well as the ability to "stretch" out the distribution of the retirement plans to spread taxation over several years.
You owe it to your children to find the best way to protect them and their inheritance. You owe it to your children to find the best way to protect them and their inheritance. Contact us at (408) 247-0444 or browse our website to schedule a free one hour consultation or register for an upcoming seminar.
Staff Profiles Robert P. Bergman, Attorney at Law
Jennifer A. Lotz, Of Counsel
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