Atty. Robert Paul Bergman
I'm estate planning Attorney Bob Bergman. I have been practicing in the San Francisco Bay Area since 1980.
Profile Summary
About Robert Paul Bergman at a glance
Robert Paul Bergman is an Attorney and Counselor at Law based in San Jose, California, practicing at Law Offices of Robert P. Bergman. They have 46+ years of legal experience, licensed to practice since 1980. Their practice focuses on wills, trusts, probate, estate planning, and poa. Admitted to practice in California (1980) and U.S. District Court, Northern District of California and U.S. Tax Court (1981). Educated at Santa Clara Law School (J.D., 1980) and De Anza College (A.A., 1975). Recognitions include Peer Reviewed. Serands clients in San Jose, CA and the surrounding metropolitan area.
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About
- I'm estate planning Attorney Bob Bergman
- I have been practicing in the San Francisco Bay Area since 1980
- I am a Board-Certified Specialist in Estate Planning, Trust and Probate Law, as certified by the State Bar of California Board of Legal Specialization
- My law practice is exclusively devoted to estate planning for individuals and couples, with and without children, who wish to avoid Conservatorship well they are alive and Probate after death
- In addition to estate planning, I handle Probate and trust administration matters
- I also have a statewide practice in two specialty Probate Court trust petitions
- The first is the Heggstad petition, which is designed to get loose assets into somebody's trust after they have died
- I have a dedicated website that describes how I assist attorneys and families throughout the State of California
- It is www.heggstadhelp.com
- I also go to court to modify existing irrevocable trusts in order to accomplish income tax planning and also make modifications that may permit inheritance to be passed into trust for a beneficiary rather than outright in order to protect the inheritance further
- I also have a dedicated website for this type of petition called www.irrevocabletrustdoctor.com
- I had originally planned to be a high school history teacher, but my disillusionment with the teaching methods being taught in college lead me to switch to go law school instead at Santa Clara Law School
- I'm glad I made the switch, even though I still teach as an attorney with the seminars and webinars that I offer as well as continuing education that I have conducted for other estate planning attorneys
- I truly enjoy what I do as an attorney, and I especially enjoy that I have helped hundreds of families over the years with avoiding Conservatorship and Probate and assisting with the orderly transfer of family wealth from one generation to the next
- I'm very accessible to my clients and prospective clients, so don't be surprised if I return your message to me even in the evening or on a weekend
Practice Areas Explained
Robert Paul Bergman's Areas of Practice
Each practice area below reflects the types of cases Robert Paul Bergman handles, with a brief overview of what that area of law covers.
Robert Paul Bergman is one of 34,541 wills attorneys indexed nationally. Browse wills attorneys in California →
Robert Paul Bergman is one of 104,172 trusts attorneys indexed nationally. Browse trusts attorneys in California →
Robert Paul Bergman is one of 128,014 probate attorneys indexed nationally. Browse probate attorneys in California →
An estate planning attorney prepares wills, trusts, powers of attorney, and healthcare directives to protect your family and pass on your assets.
Robert Paul Bergman is one of 226,537 estate planning attorneys indexed nationally. Browse estate planning attorneys in California →
Robert Paul Bergman is one of 33,188 poa attorneys indexed nationally. Browse poa attorneys in California →
Jurisdictional Context
Why local counsel matters in California
Practicing law in California. Legal matters in California are governed by state-specific rules of civil and criminal procedure, statutes of limitations, and substantive law. Cases originating in San Jose are typically filed in the local municipal court or the appropriate California state district court, depending on subject matter and amount in controversy. An attorney licensed in California brings working knowledge of local procedural deadlines, judicial practices in this andnue, and the substantive law that applies to cases brought here. Out-of-state attorneys generally cannot represent clients in California courts without local counsel or pro hac vice admission.
Looking for additional California attorneys? Browse all attorneys in San Jose or all attorneys in California.
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