Service Area · Greater San Francisco Bay Area
Where Robert P. Bergman serves.
Robert P. Bergman serves families across Santa Clara County and the greater San Francisco Bay Area from his office in San Jose. He also handles Heggstad petitions and trust modification petitions for clients throughout California, and works with out-of-state families who own California real estate.
The Law Offices of Robert P. Bergman is based in San Jose and serves clients in approximately 50 Bay Area cities, with concentration in Santa Clara County: San Jose, Campbell, Sunnyvale, Los Gatos, Cupertino, Santa Clara, Los Altos, and Saratoga. Trust petition representation throughout California and out-of-state coordination for California real estate are also available.
Service Area
Where Robert P. Bergman practices.
Robert P. Bergman serves families across the greater San Francisco Bay Area — roughly 50 cities in all. The office is in San Jose; meetings are also available by Zoom. He also handles Heggstad petitions and trust modification petitions for clients throughout California.
Cities Robert P. Bergman Serves
Local plans for every South Bay community.
Each city has its own mix of real estate values, family structures, and California tax considerations. The pages below cover the specifics for each one — and link to the office for a free Consultation.
San Jose
Robert P. Bergman's home base since 1980. Office in Cambrian Park serves the full city, downtown to Almaden.
See San Jose pageCampbell
Five minutes north of the office. Long-time families and newer professionals alike.
See Campbell pageSunnyvale
Tech professionals with RSUs, ISOs, and appreciated homes that need careful Prop 19 planning.
See Sunnyvale pageLos Gatos
High-equity homes, blended families, and multi-generational planning under California law.
See Los Gatos pageCupertino
Apple and adjacent tech families. Equity compensation woven into the estate plan from the start.
See Cupertino pageSanta Clara
Established families and university-adjacent professionals throughout the city.
See Santa Clara pageLos Altos
Multi-generational wealth, business succession, and dynasty trust planning.
See Los Altos pageSaratoga
Estate plans, special needs trusts, and trust petitions for west valley families.
See Saratoga pageVisit the Office
San Jose, California.
The office sits where Camden Avenue and Hillsdale Avenue split, across the street from Target and Home Depot. Building I is closest to Ross Avenue with accessible parking in front and on the side.
Address
3535 Ross Ave, Ste 200
San Jose, CA 95124Phone
Hours
Monday – Friday, 9:00 AM – 5:00 PM
Saturday by appointment, by requestParking
Free parking in front of and beside Building I. Accessible spaces near the entrance.
Beyond the Bay Area
Trust petitions throughout California and out-of-state coordination.
Robert P. Bergman files Heggstad petitions and trust modification petitions for clients throughout California. He also works with out-of-state families who own California real estate — typically a vacation property, a rental, or an inherited home that needs to be coordinated with the family’s home-state estate plan.
Ready to talk?
Schedule a free consultation.
A complimentary conversation, in person at the San Jose office or by Zoom from anywhere in California. Robert P. Bergman listens to what you want and explains how a custom plan would fit your family.
Robert P. Bergman is one of less than 1% of California attorneys certified as a specialist by the State Bar.