Law Offices of Robert P. Bergman
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Resources · Live Seminars

Learn it first. Plan it second.

A few times a year, Robert P. Bergman teaches the same Living Trust Seminar he has taught for four decades, in person at the Campbell Community Center. Every attendee gets a complimentary 30-minute Preliminary Planning Session with Robert P. Bergman.

The Living Trust Seminar: Inheritance Planning for You and Your Family is a complimentary seminar Robert P. Bergman teaches in person at the Campbell Community Center a few times a year. The seminar explains the California revocable living trust, the standard seven-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 Robert P. Bergman to walk through their own situation. There is no obligation to engage Robert P. Bergman afterward. If the next live date does not work, the same material is available as free on-demand webinars.

The Next Live Seminar

In person at the Campbell Community Center.

Dates announced by the office · Limited seating

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

The standard seven-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.

  • 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 Robert P. Bergman
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.

Robert P. Bergman 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 seven-document plan: trust, pour-over will, durable POA, advance health care directive, HIPAA authorization, general assignment of property, certification of trust.
  • 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.

Cannot Make the Date?

Watch the same seminar on demand.

Robert P. Bergman teaches live only a few times a year. The same material is available as three free on-demand webinars — for busy parents, for couples, and for individuals — with the same complimentary 30-minute Preliminary Planning Session with Robert P. Bergman afterward.

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. About 90 minutes including Q&A.

  2. Preliminary Planning Session. A complimentary 30-minute conversation with Robert P. Bergman. He reads any current documents you bring and helps you decide what level of planning your family 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 teachingRobert P. Bergman has taught the Living Trust Seminar in Santa Clara County since the 1980s.
  • Plain-language teachingNo jargon dumps. Robert P. Bergman takes questions throughout and welcomes spouses, adult children, and aging parents.

    • Seminar FAQ

    Common questions about the live seminar.

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

    Don’t see your question?

    Email or call the office, or bring it to your free Consultation.

    Ask Robert P. Bergman directly

    • The Living Trust Seminar: Inheritance Planning for You and Your Family is an in-person seminar Robert P. Bergman 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.

    • Robert P. Bergman teaches the live seminar a few times a year 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. Register your interest and the office will confirm the next date directly. If the timing does not suit you, the same material is available now as free on-demand webinars.

    • Yes. The live seminar is complimentary. Every attendee is also offered a free 30-minute Preliminary Planning Session with Robert P. Bergman to walk through their own situation after the seminar. There is no obligation to engage Robert P. Bergman after the session.

    • Yes. Robert P. Bergman teaches the live seminar only a few times a year, so if the next date does not work, watch one of the three free on-demand webinars instead. They cover the same material and are available any time, with the same free 30-minute Preliminary Planning Session afterward.

    • Anyone who owns a California home, has minor children, has assets over $208,850 (the California probate threshold), or has been told to "look into a trust." The seminar is designed for first-time planners and for clients with older documents who want to confirm the plan still fits their family. Robert P. Bergman avoids jargon and welcomes questions throughout.

    • No. The seminar is an explanation, not a sales pitch. Robert P. Bergman 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 Robert P. Bergman come later, separately.

    • Yes, and many attendees do. The seminar is most useful when the people involved in the plan are in the room. Robert P. Bergman 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, so please register each person attending.

    • A complimentary 30-minute session with Robert P. Bergman after the seminar. He reads any current documents you bring, listens to what your family situation looks like, identifies any immediate deadlines, and helps you decide what level of trust planning fits and how to begin. The session is by phone, by Zoom, or in person at the Ross Avenue office.

    Next Step

    Reserve a seat at the next seminar.

    The seminar is the easiest way to understand what your family needs. Seating in Campbell is limited and Robert P. Bergman teaches live only a few times a year, so reserve early. The next step afterward is a free 30-minute Preliminary Planning Session with Robert P. Bergman.

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

    Book your Preliminary Planning Session

    Your free 30-minute Preliminary Planning Session with Robert P. Bergman, the follow-up for seminar attendees. Bring your questions and a rough list of your assets.

    Book your Preliminary Planning Session (opens in a new window)

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    Book online with Robert P. Bergman (opens in a new window)