Law Offices of Robert P. Bergman
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Resources · Seminars & Webinars

Learn it first. Plan it second.

Bob teaches the same Living Trust Seminar he has taught for four decades, in person at the Campbell Community Center and on demand as three audience-specific webinars. Every attendee gets a complimentary 30-minute Preliminary Planning Session with Bob.

The Living Trust Seminar: Inheritance Planning for You and Your Family is a complimentary class Bob teaches both in person at the Campbell Community Center and on demand as three audience-specific webinars. The class explains the California revocable living trust, the standard four-document plan, the Prop 19 reset, and the conservatorship alternative, all in plain language. Every attendee is offered a free 30-minute Preliminary Planning Session with Bob to walk through their own situation. There is no obligation to engage Bob afterward.

The Next Live Seminar

In person at the Campbell Community Center.

Wednesday · Limited seating

The Living Trust Seminar: Inheritance Planning for You and Your Family.

The standard four-document California plan explained from the ground up: the revocable living trust, the pour-over will, the durable power of attorney for finances, and the advance health care directive. Plus Prop 19, the conservatorship alternative, and a question-and-answer session.

  • 11:00 AM · approx. 90 minutes including Q&A
  • Mary Campbell Room (Q84)
    Campbell Community Center, 1 W. Campbell Avenue, Campbell, CA 95008
  • Free · Includes a complimentary 30-minute Preliminary Planning Session with Bob
Seating is limited. Registration opens when seats are released.
A multi-generational family — grandfather, son with infant on his lap, and daughter-in-law — sit across the conference table from attorney Robert P. Bergman reviewing the Estate Planning Portfolio that the Living Trust Seminar walks through.
The seminar covers what every family ends up needing to know.

What You’ll Walk Away With

The whole picture, in plain English.

Bob keeps the seminar grounded in California law and family decisions. No jargon dump. By the end you will be able to answer the questions that matter.

  • What a revocable living trust actually does and why most California families need one.
  • The four-document plan: trust, pour-over will, durable POA, advance health care directive.
  • How Prop 19 changes inheritance of a California home and what to do about it.
  • The conservatorship alternative and why families want to avoid it.
  • Heggstad and trust modification petitions in plain language.
  • Cost, timing, and the steps from first meeting to signed plan.

On-Demand Webinars

Three versions of the seminar, one for your family.

Watch on your own schedule. Each webinar covers the same legal framework, tuned to the audience. All three come with a free 30-minute Preliminary Planning Session with Bob.

Track 01

Estate Planning for Busy Parents

For: Parents with minor children

Guardian nominations, education planning, the durable POA for caregiving handoffs, and the trust framework that protects assets until the kids are ready.

Request access
Track 02

The Living Trust Webinar for Couples

For: Married couples, with or without children

Joint-trust vs separate-trust decisions, survivor and bypass sub-trusts, Prop 19 planning, and the choices behind agent and successor-trustee nominations.

Request access
Track 03

The Living Trust Webinar for Individuals

For: Single, widowed, divorced, or married planning separate property

Individual-trust design, beneficiary choices, the four-document plan tuned for one signatory, and the agent-nomination questions individuals overlook.

Request access

From Seminar to Signed Plan

Three steps, on your timeline.

The seminar is step one. There is no obligation to take the next step, and the second step is still free.

  1. Attend. The live seminar in Campbell or one of the three webinars on demand. About 90 minutes including Q&A.

  2. Preliminary Planning Session. A complimentary 30-minute conversation with Bob. He reads any current documents you bring and identifies what your family actually needs.

  3. Plan Design Meeting. The first paid step, only if you decide to move forward. The plan is drafted, reviewed, signed, and funded over the following three to six weeks.

Your Instructor

A specialist who teaches the material himself.

  • Certified SpecialistState Bar of California, Estate Planning, Trust and Probate Law. Held by less than 1% of attorneys.
  • Four decades teachingBob has taught the Living Trust Seminar in Santa Clara County since the 1980s.
  • Plain-language teachingNo jargon dumps. Bob takes questions throughout and welcomes spouses, adult children, and aging parents.

    • Seminars FAQ

    Common questions about the seminar and webinars.

    Plain-language answers on the live event, the three webinars, the free Preliminary Planning Session, and what happens next. If something is missing, call the office or bring it to your session with Bob.

    Don’t see your question?

    Email or call the office, or bring it to your free Preliminary Planning Session.

    Ask Bob directly

    • The Living Trust Seminar: Inheritance Planning for You and Your Family is an in-person class Bob teaches at the Campbell Community Center. It covers the California revocable living trust, the pour-over will, the durable power of attorney for finances, and the advance health care directive, plus the role of Prop 19 and the conservatorship alternative. Attendees leave with the framework they need to decide what their plan should look like.

    • The next scheduled live seminar is Wednesday, May 13, 2026 at 11:00 AM in the Mary Campbell Room (Room Q84) at the Campbell Community Center, 1 W. Campbell Avenue, Campbell, California 95008. Registration is required because seating is limited. The site lists the registration form when the next session is open.

    • Yes. Both the live seminar and the on-demand webinars are complimentary. Every attendee is also offered a free 30-minute Preliminary Planning Session with Bob to walk through their own situation after the class. There is no obligation to engage Bob after the consultation.

    • The live seminar is one in-person class taught by Bob in Campbell. The webinars are three on-demand, audience-specific versions of the same material: Estate Planning for Busy Parents, The Living Trust Webinar for Couples, and The Living Trust Webinar for Individuals. You watch on your own schedule. Each webinar comes with the same free 30-minute Preliminary Planning Session with Bob.

    • Anyone who owns a California home, has minor children, has assets over $184,500 (the California probate threshold), or has been told to "look into a trust." The class is designed for first-time planners and for clients with older documents who want to confirm the plan still fits their family. Bob avoids jargon and welcomes questions throughout.

    • No. The class is an explanation, not a sales pitch. Bob explains what each document does, what Prop 19 changes about California planning, and what the alternatives look like. The free Preliminary Planning Session is offered to anyone who wants to take the next step. Decisions about engaging Bob come later, separately.

    • Yes, and many attendees do. The class is most useful when the people involved in the plan are in the room. Bob covers married-couple planning, individual planning, planning for parents on behalf of adult children, and the questions adult children ask about parents’ plans. Registration is per seat at the live event; the webinars can be watched together.

    • A complimentary 30-minute conversation with Bob after the seminar or webinar. He reads any current documents you bring, listens to what your family situation looks like, identifies any immediate deadlines, and tells you whether the standard four-document plan fits or whether a more specialized approach is needed. The session is by phone, by Zoom, or in person at the Ross Avenue office.

    Next Step

    Reserve a seat. Or watch a webinar tonight.

    The seminar is the easiest way to understand what your family needs. Reserve a seat for the next Campbell event, or stream one of the three webinars on demand. Either way, the next step is a free 30-minute session with Bob.

    Bob is one of less than 1% of California attorneys certified as a specialist by the State Bar.