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.
