Law Offices of Robert P Bergman

(408)247-0444 verified
3535 Ross Avenue San Jose CA, 95124


General Description

Experienced attorney (Board Certified Specialist in Estate Planning, Trust & Probate Law) that assists individuals and families in planning for incapacity and the orderly transfer of family wealth through the use of living trusts and other estate planning tools.

Products Carried

Living Trust planning Planning for Retirement Plan Assets Wealth Preservation Trusts Special planning for families with minor children Advance Health Care Directives Powers of Attorney Special Needs planning Medi-Cal planning Veterans Benefits planning (offered soon)

Professional Affiliations

Member, State Bar of California Member, Silicon Valley Bar Association Member, WealthCounsel (www.wealthcounsel.com) Member, ElderCounsel (www.eldercounsel.com)

Awards

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

Languages Spoken

English

Detailed Info:


Phone(s):(408)247-0444
Fax:(408)416-5491
Address:3535 Ross Avenue Ste. 308
San Jose, CA 95124
Category:Real Estate Attorney


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