Law Offices of Robert P. Bergman

https://www.eventbrite.com/e/july-17-2021-900am-the-estate-

As our economy continues to open up here in the Bay Areas, I want to assure my clients and prospective clients that I am still in business, and available to assist with estate planning. I am now handling consultations and plan design meetings both in person and virtually through secure teleconference through join.me I am still handling court petitions for gathering in loose assets into a trust after someone has died, and court petitions to modify irrevocable trusts. If you v...isit my website at www.lawbob.com, you can schedule various consultations with me through my online calendar. I will post more information about that as it becomes available. Still open for business. See more

Have you seen our latest news? Upcoming Living Trust Seminars in March - Law Offices of Robert P Bergman

Have you seen our latest news? Upcoming Living Trust Seminars in March - Law Offices of Robert P Bergman

Upcoming Living Trust Seminars in March - Law Offices of Robert P Bergman

In case you missed it!

Have you checked this out?

Have you seen our latest news?

Upcoming Estate Planning Seminars AND NEW WORKSHOPS! - Law Offices of Robert P Bergman

In the past several months I have successfully had petitions granted for families that were facing serious issues with trusts created by now-deceased family members. In some cases, a trust owner died while owning substantial assets such as real property, large bank accounts, and even life insurance with no beneficiary. A court petition called a "Heggstad" petition is the remedy for this, and I was able to get relief quickly and efficiently for families as far away from San J...ose as Orange County. Other families wanted to change a now irrevocable trust to take away the requirement that a surviving spouse divide trust assets into two or more trusts, called an "AB Trust." Very common in the 1980s, 1990s, and even 2000s, these types of trusts are often much more than a family needs and can actually cause the loss of significant income tax benefits (capital gains tax) when a surviving spouse later dies. I have done these petitions for people in Lake and Del Norte counties, in Orange, Los Angeles, and Riverside counties, and throughout the Bay Area as well. If you are facing such a situation for your family ANYWHERE IN CALIFORNIA, give me a call. I can probably help. 408-247-0444 or [email protected].

Living Trust Seminars at Camden Community Center - Law Offices of Robert P Bergman

https://www.prweb.com//san_jose_estate_p/prweb16574439.htm

Upcoming Living Trust Seminars - Law Offices of Robert P Bergman

Today my radio show, "Plan Your Estate Radio," will be broadcasting live from The Money Show at the Hilton San Francisco (Union Square). Other KDOW radios hosts will also be broadcasting live. Listen in from 2:00 pm to 3:00 pm on KDOW, AM 1220, in the San Francisco Bay Area. It also live streams from the KDOW app for iPhone and Android. I will be taking calls on the air.

Upcoming Living Trust and Retirement Plan Trust Seminars - Law Offices of Robert P Bergman

Upcoming Estate Planning Seminars AND NEW WORKSHOPS! - Law Offices of Robert P Bergman

Thursday February 7, 2019 Upcoming Living Trust Seminar - Law Offices of Robert P Bergman

Happy New Year!!! Have you seen our latest news?

NEW SEMINAR: "YOUR LIVING TRUST IS BROKEN!" - Law Offices of Robert P Bergman

November, Upcoming Living Trust and Retirement Plan Trust Seminars - Law Offices of Rober...