Insights · From the Attorney’s Desk
Notes on what is changing in California law and what it means for Bay Area families. Written by Bob, refreshed when the law moves, and built to help you walk into your first meeting with the right questions.
The Law Offices of Robert P. Bergman publishes articles on California estate planning, special needs trusts, Prop 19, Heggstad petitions, trust modification, and probate. Posts go up when there is something new worth saying about California law, not on a schedule. Every word is Bob’s, not a template and not AI.
The Featured Post
California eliminated the Medi-Cal asset test on January 1, 2024. The state is reinstating an asset limit in 2026. Here is what changed, who is affected, and the planning families with a special needs child or an aging parent on Medi-Cal should put in place before the limit returns.
Recent Posts
California estate planning notes from the last few weeks. Each post sits under its practice-area home and stays current as the law moves.
Publication Cadence
Bob publishes when California law actually moves, when a fact pattern keeps showing up in the practice, or when a question from a meeting deserves a longer answer than the meeting had room for. The catalog grows in steps, not on a calendar.
For deeper reading between posts, the topical briefs in white papers cover the same subjects at length, free to download.
Next Step
When the writing has answered enough questions and you are ready to act on your own situation, schedule a free 30-minute Preliminary Planning Session. In person at the San Jose office or by Zoom from anywhere in California.
Bob is one of less than 1% of California attorneys certified as a specialist by the State Bar.
