About

Meet Robert Paul Bergman, a Board Certified Specialist in Estate Planning, Trust, and Probate regulation, with a focus on estate planning for families with children. Robert Paul Bergman is a especially reputable attorney primarily based in San Jose, California. With his know-how as a Board Certified Specialist in Estate Planning, Trust, and Probate regulation, he is devoted to helping households with children plan for his or her destiny. Bergman's sizable expertise and revel in in property making plans make him a relied on marketing consultant for customers searching for to steady their property and offer for his or her loved ones. As a specialist in property planning, Bergman is familiar with the particular desires of families with youngsters. He works carefully with his clients to create personalised estate plans that deal with their particular issues and desires. Whether it's putting in place trusts for minor youngsters, organising guardianship preparations, or minimizing estate taxes, Bergman provides comprehensive solutions tailored to every own family's state of affairs. In addition to his know-how in property planning, Bergman also assists customers with agree with administration and probate topics. He publications families thru the complex felony procedures involved in dealing with trusts and settling estates, making sure that their needs are finished efficaciously and successfully. With a dedication to excellence and a ardour for helping families secure their futures, Robert Paul Bergman is a pinnacle desire for estate planning in San Jose, California. His willpower to his clients and his in-intensity understanding of estate planning regulation set him aside as a depended on legal consultant inside the network. If you're searching out a professional and experienced property planning legal professional in San Jose, look no further than Robert Paul Bergman. Contact him today to time table a consultation and begin planning for your circle of relatives's destiny.

Videos
Legal Issues

Certificates

Certified Specialist, Estate Planning, Trust & Probate Law
California State Bar Board of Legal Specialization

Languages
    Accepted Jurisdictions
    California Jurdictions
    California
    Since 1980">

    Experience
      Education
      Santa Clara University School of Law Education School Logo
      Santa Clara University School of Law
      J.D. (1980) | Law
      Graduation year: ">
      California State University - San Jose State University Education School Logo
      California State University - San Jose State University
      B.A. (1977) | Social Science
      Graduation year: ">
      Associations
      WealthCounsel Professional Association
      WealthCounsel
      has membership
      2006 - Current">
      California State Bar
                        
                                                     # 94907 Professional Association
      California State Bar  # 94907
      has membership
      1980 - Current">
      Academy of Special Needs Planners Professional Association
      Academy of Special Needs Planners
      has membership
      2008 - 2010">
      Advisors Forum Professional Association
      Advisors Forum
      Founding has membership
      2007 - 2009">
      Foundation for Personal Financial Education Professional Association
      Foundation for Personal Financial Education
      Speaker
      2007 - 2009">
      Costs
      • Free Consultancy Service
        Free initial consultation for estate planning. Charge for Probate and/Trust administration consultation (minimum one hour) Visit website for details.
      • Payment With Credit Card
        Visa, Mastercard, Discover, Diner s Club
      • Retaines and Rates
        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.
      Location

      Reviews