Sally Bergman

Sally Bergman

Law Office of Sally Bergman
  • Elder Law, Estate Planning
  • California
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Claimed Lawyer ProfileQ&ASocial Media
Education
Western New England University School of Law
LL.M. (2016) | Estate Planning & Elder Law
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San Francisco Law School
J.D. (1982)
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Professional Associations
National Academy of Elder Law Attorneys
Past President, Northern California Chapter
Current
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ElderCounsel
Current
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WealthCounsel
Current
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Academy of VA Pension Planners
Current
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Mission Hospice & Home Care
Board Chair & Direct Care Volunteer
Current
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California State Bar  # 104209
Member
- Current
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Jurisdictions Admitted to Practice
California
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Practice Areas
Elder Law
Estate Planning
Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
Additional Practice Area
  • Medi-Cal & VA Pension Benefit Planning
Legal Answers
Q. My husband inherited his Mom's house (handwritten will). Does he have to go through probate to get the deed in his name?
A: Unfortunately, there is no way to avoid a probate as that is the only way title to the property can be changed from your mother-in-law's name to her heirs. Also, if your husband has any siblings and/or nieces/nieces from a deceased sibling, they will be entitled to a share of the house.
Q. Who can be named successor on affidavit of small estate in California? Does each family member need to be listed?
A: If the deceased was survived by one or more parents, only those individuals are intestate heirs entitled to recover under the small estate affidavit. The siblings are not entitled to receive anything.
Q. Father has days left to live..he is currently under my sisters care. I have his will and it shows me as durable POA
A: My condolences to you for the father you will soon lose.

The legal document stating who has the right to control the burial plans will be the Advance Health Care Directive (AHCD), which you do not mention.

If there is no AHCD, and there is no spouse, then a majority of all children must agree. The funeral company is not likely to proceed without that agreement.
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Websites & Blogs
Website
Contact & Map
1900 S Norfolk St, Suite 350
San Mateo, CA 94403
US
Telephone: (650) 242-9800
Fax: (888) 462-6850