Resources · Video Library
Short videos where Bob explains one estate planning idea at a time. No slide decks. No jargon. Pick a topic, watch the clip, then come to the next meeting with the framework already in your head.
The video library is a set of short clips, each three to six minutes long, where Robert P. Bergman explains one California estate planning concept at a time in plain language. Topics range from how a living trust actually works, to Prop 19, to Heggstad petitions, to the successor trustee’s duties under California Probate Code. The library is complimentary and designed so families can show up to a Plan Design Meeting with the framework already in place.
Start Here
The opening clip of the library. Bob walks through what a revocable living trust actually does, why it sits at the center of the standard four-document California plan, and what the courtroom alternative looks like without one. Plain English. Five minutes.
The Library
Each card is one short clip on one topic. Pick the ones that apply to your situation, watch in any order, and share with the family.
How to retitle the home, the brokerage account, and the LLC interest so the trust actually holds them.
What changed at parent-to-child reassessment, how the $1 million exclusion works, and how to plan around it.
Probate Code §850 petitions when an asset belongs in a trust on paper but was never formally retitled.
A short tour of §§15403, 15404, 15409, and the Decanting Act, with examples of when each fits.
Probate Code §16061.7 and why the trustee’s first call is the one that starts the clock.
How a special needs sub-trust preserves Medi-Cal and SSI eligibility while still leaving an inheritance.
The two California incapacity documents, what each agent can do, and what happens without them.
Why California probate is slow and expensive, and what a funded living trust actually saves.
How families pick the person who runs the trust after death, and the questions to ask first.
Three Formats, Same Material
The video library is one of three ways to absorb the same California estate-planning framework Bob teaches. Pick the format that fits your week.
Short clips, one topic each. The page you are on.
You are herePlan Your Estate Radio on 1220 AM KDOW, Mondays 2 to 3 PM.
ListenThe 90-minute Living Trust Seminar in Campbell, plus three on-demand webinars.
See scheduleVideos FAQ
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 Preliminary Planning Session.
Ask Bob directlyEach video is between three and six minutes. The format is single-topic and plain language: Bob explains one concept clearly, with no slide decks or jargon dumps. They are designed for people who want to learn one thing fast before deciding whether to keep digging.
No. The library is organized by topic so you can jump to whatever applies to your situation: living trusts, Prop 19, Heggstad petitions, trust administration, special needs, powers of attorney, and so on. Watch the ones that matter to your family.
Yes, the entire library is complimentary. Bob built it so families can come to a Plan Design Meeting with the framework already in place. There is no obligation to engage Bob 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 30-minute Preliminary Planning Session with Bob to walk through your own situation.
Yes, and many viewers do. The library is built to give 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 Bob.
Three formats, same underlying material. The Living Trust Seminar at the Campbell Community Center is a 90-minute deep dive. Plan Your Estate Radio on 1220 AM KDOW is the weekly long-form show. The videos are bite-size: one concept, one short clip, watched on your own time. Use whichever format fits your week.
Next Step
The videos give you the framework. The next step is a free 30-minute Preliminary Planning Session with Bob to apply that framework to your own family.
Bob is one of less than 1% of California attorneys certified as a specialist by the State Bar.
