Law Offices Of Robert P. Bergman

The practice prepares custom estate plans that can include living trusts, wills, powers of attorney, and health care directives. Attorney Robert P. Bergman personally drafts each plan and guides clients through signing and funding instructions. The office also prepares special needs trusts designed to preserve Medi-Cal and SSI eligibility, and represents successor trustees in trust administration after a settlor's death. Its specialty court work includes Heggstad petitions to confirm trust ownership of assets and petitions to modify, reform, or terminate irrevocable trusts. Bergman has focused on estate planning since 1981 and is certified by the State Bar of California in Estate Planning, Trust and Probate Law. The law office serves families in San Jose and across the greater Bay Area.