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Robert Paul Bergman

Robert Paul Bergman

  • Estate Planning
  • California
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Claimed Lawyer ProfileSocial Media
Summary

Board Certified Specialist in Estate Planning, Trust and Probate law, focusing on estate planning for families with children.

Education
Santa Clara University School of Law
J.D. (1980) | Law
California State University - San Jose State University
B.A. (1977) | Social Science
Honors: Graduated "With Great Distinction"
Certifications
Certified Specialist, Estate Planning, Trust & Probate Law
California State Bar Board of Legal Specialization
Professional Associations
WealthCounsel
Member
- Current
Activities: National organization of estate planning attorneys with over 1000 member law firms and over 1600 attorneys. www.wealthcounsel.com
California State Bar # 94907
Member
- Current
Academy of Special Needs Planners
Member
-
Activities: Association of attorneys specializing in estate planning for families with special needs children and other individuals. www.specialneedsplanners.com
Advisors Forum
Founding Member
-
Activities: National association of estate planning professionals, including attorneys, financial planners, insurance professionals, and CPAs. www.advisorsforum.com
Foundation for Personal Financial Education
Speaker
-
Activities: National non-profit corporation involved in providing free workshops for companies, municipalities and other organizations in the areas of financial planning, estate planning, retirement planning, estate planning for retirement plan assets, and home and asset protection. www.fpfenonprofit.org
Jurisdictions Admitted to Practice
California
Fees
  • Free Consultation
    Free initial consultation for estate planning. Charge for Probate and/Trust administration consultation (minimum one hour) Visit website for details.
  • Credit Cards Accepted
    Visa, Mastercard, Discover, Diner's Club
  • Rates, Retainers and Additional Information
    Fees are generally fixed fees for living trust planning, retirement trust planning, special needs planning, and certain types of petitions in the Probate Court. Probate and Trust administration are hourly at the rate of $500.00 per hour.
Practice Area
  • Estate Planning
Social Media
Websites & Blogs
Website
Website
Contact & Map
OFFICE
1777 Saratoga Avenue
Suite 208
San Jose, CA 95129
USA
Telephone: (408) 247-0444
Fax: (408) 416-4591