Resources · Video Library
Sit in on the seminar. Without leaving the house.
Robert P. Bergman’s recorded talks and radio broadcasts, all playable here. The full Living Trust Seminar, the three-part “28 Ways You Can Mess Up Your Estate Plan” series, and single-topic talks on probate, Heggstad petitions, and special needs planning.
The video library is nine recorded talks and broadcasts from Robert P. Bergman, a California State Bar certified specialist in estate planning, trust and probate law. It includes the full Living Trust Seminar, the three-part “28 Ways You Can Mess Up Your Estate Plan” series, single-topic talks on California probate, Heggstad petitions and special needs planning, and two archived PLAN YOUR ESTATE RADIO broadcasts. Every video plays on this page at no cost, and is intended to give families the framework before a Plan Design Meeting.
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Robert P. Bergman’s recorded talks and broadcasts.
The full seminar, the three-part “28 Ways” series, single-topic explainers, and two archived radio broadcasts. Nothing to request and nothing to register for.
The full seminar
The Living Trust Seminar — Inheritance Planning for You and Your Family in 2014 and Beyond
28 Ways You Can Mess Up Your Estate Plan — Part One
28 Ways You Can Mess Up Your Estate Plan — Part Two
28 Ways You Can Mess Up Your Estate Plan — Part Three
Single topics
What is Probate in the State of California?
Heggstad Help Video
10 Costly Mistakes to Avoid when Planning for your Special Needs Child
Radio archive
“PLAN YOUR ESTATE RADIO” — April 13, 2018 broadcast
“PLAN YOUR ESTATE RADIO” — March 30, 2018 broadcast
Three Formats, Same Material
Watch, listen, or come learn in person.
The video library is one of three ways to absorb the same California estate-planning framework Robert P. Bergman teaches. Pick the format that fits your week.
Videos
Recorded talks and broadcasts. The page you are on.
You are hereRadio show
PLAN YOUR ESTATE RADIO on 1220 AM KDOW, Mondays 2 to 3 PM.
ListenSeminars & webinars
The 90-minute Living Trust Seminar in Campbell, plus three on-demand webinars.
See scheduleVideos FAQ
Common questions about the video library.
Plain-language answers on length, ordering, cost, what the videos do (and do not) replace, and how they fit with the seminars and the radio show.
Don’t see your question?
Email or call the office, or bring it to your free Consultation.
Ask Robert P. Bergman directlyThey vary. The Living Trust Seminar is the full talk, and the two archived PLAN YOUR ESTATE RADIO broadcasts run the length of the show. The “28 Ways You Can Mess Up Your Estate Plan” series is split across three parts, and the single-topic talks on probate, Heggstad petitions, and special needs planning are shorter. Every runtime is shown on the video itself once it loads.
Only the “28 Ways You Can Mess Up Your Estate Plan” series, which runs in three parts and is meant to be watched front to back. Everything else stands on its own, so start with whichever applies to your situation.
Yes. Every video on this page plays here with nothing to request and nothing to register for. There is no obligation to engage Robert P. Bergman after watching.
No. The videos are a starting point. They explain the rules and the choices, but every California family has specific facts that change how the rules apply. The next step after watching is a free 15-minute Consultation with Robert P. Bergman to walk through your own situation.
Yes, and many viewers do. Watching the same talk gives the whole family the same vocabulary, so the conversation around the dinner table is grounded in the same facts. Share the link, watch together, then bring questions to your meeting with Robert P. Bergman.
They are recordings of the same material. The Living Trust Seminar video is the talk Robert P. Bergman gives in person at the Campbell Community Center, and the two broadcasts here are archived episodes of PLAN YOUR ESTATE RADIO on 1220 AM KDOW. Watch the recording on your own time, or come to the live seminar and ask questions in the room.
Not in every respect. The seminar and the “28 Ways” series predate several California changes, most notably Proposition 19, which reshaped parent-to-child property tax reassessment in 2021. The planning principles hold up, but treat specific dollar figures and tax rules as a starting point rather than current law, and confirm anything that applies to your own situation with Robert P. Bergman.
Next Step
Watch tonight. Talk to Robert P. Bergman next week.
The videos give you the framework. The next step is a free 15-minute Consultation with Robert P. Bergman to apply that framework to your own family.
Robert P. Bergman is one of less than 1% of California attorneys certified as a specialist by the State Bar.