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About me

Barbara Bergstein specializes in elder law and estate
planning. Her
practice includes estate and gift taxation planning, asset preservation
for government benefits (Medi-Cal), durable powers of attorney and
probate, including probate and trust controversy. 


Ms. Bergstein is frequently consulted regarding the uses and
drafting of special needs trusts for families with disabled children.
In addition, she frequently drafts special needs trusts in personal
injury settlements for disabled minors and adults. 


Ms. Bergstein is the author of “The Uses of Irrevocable
Special Needs Trusts in Gift and Estate Tax Planning” which appeared in
Tax Information Perspectives, a publication of the Estate &
Gift Tax Subcommittee, California Tax Bar. 


She is the parent of a child with Autism and has experienced
first hand the heartache and struggles of having a loved one with
special needs. She has served as a board member of the Autism Society
of Los Angeles and often speaks to parents about the rights of children


Ms. Bergstein is a frequent lecturer for the State Bar of
California, AICPA, and the CalCPA Education Foundation.


Practice areas


  1. Tax: 20%
  2. Estate Planning: 20%
  3. Elder Law: 20%
  4. Probate: 20%
  5. Power Of Attorney: 20%

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Contact info

The Law Office of Barbara Bergstein

13400 Riverside Dr.
Suite 100
Sherman Oaks, CA, 91423


We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Award nameGrantorDate granted
Outstanding Speaker AwardCalifornia CPA Education Foundation2001
Pro Bono AwardWiley W. Manuel1995
Pro Bono AwardWiley W. Manuel1994
Work experience
TitleCompany nameDuration
Sole PractitionerLaw Office of Barbara Bergstein2010 - Present
PartnerBurgh, Balian and Bergstein LLP1995 - 2010
Pro Bono Volunteer AttorneyPublic Counsel: Children’s Rights Project1993 - 1994
Association namePosition nameDuration
Estate and Gift Tax CommitteeExecutive Board MemberN/A
State Bar of CaliforniaMemberN/A
Los Angeles County Bar AssociationMemberN/A
Beverly Hills Bar AssociationMemberN/A
San Fernando Valley Bar AssociationMemberN/A
National Academy of Elder Law AttorneysN/AN/A
Referral Panel For California Advocates for Nursing Home ReformMemberN/A
Los Angeles County Probate Volunteer PanelMemberN/A
Beverly Hills Bar Order of Distinguished AttorneysMemberN/A
Publication nameTitleDate
Tax Information PerspectivesThe Uses of Irrevocable Special Needs Trusts in Gift and Estate Tax PlanningN/A
School nameMajorDegreeGraduated
Southwestern University School of LawLawJD - Juris DoctorN/A
University of California at Los AngelesN/ABA - Bachelor of ArtsN/A
Speaking engagements
Conference nameTitleDate
Western Regional Planned Giving ConferenceCharitable Gifting - Uses of Special Needs Trust in Charitable Planning2011
California CPA Education FoundationEstate Planning for the Elderly and Disabled2011
PFAC Conference May of 2010Uses of Special Needs Trust2010
Winter 2007 Presentation to AICPAEssential Legal Documents for the Elderly2007
National Business InstituteEstate and Trust Planning2007
Continuing Education of the BarEstate Planning for Elderly2007
California CPA Education FoundationEstate Planning for the Elderly and Disabled2007
Winter 2006 - Presentation to AICPAEssential Legal Documents for the Elderly2006
Continuing Education of the BarElder Law Planning2005
State Bar of CaliforniaWhat Every Personal Injury Attorney should know about Special Needs Trusts2004
Spidell Tax News Letter FallMedi-Cal Planning and Personal Service Contracts2004
State Bar of CaliforniaEstate Planning for the Elderly and Disabled2003
California Tax BarEstate Planning for the Elderly and Disabled2002
Loyola Law SchoolGuest lecturer2001
California CPA Education FoundationEstate Planning for the Elderly and Disabled2001
Continuing Education of the BarProbate Procedures2000
California CPA Education FoundationEstate Planning for the Elderly1999
PBS Program on Estate PlanningFunding Your Dreams1998
California CPA Education FoundationEstate Planning for the Elderly1998
California Advocates For Nursing Home ReformPlanning with Special Needs Trusts-1998
Organization for Needs of ElderlyEstate Planning for the Elderly1997
Continuing Education of the BarBasic Will Drafting1997
Continuing Education of the BarEstate Planning for the Terminally Ill1997
City of Culver City Human Services DepartmentLegal Issues for An Aging Society1997
California Certified Public AccountantsPublic Benefits and Long Term Care Planning1997
An Interdisciplinary Approach to Elder Law SymposiumElder Law Planning1997
Public Counsel Children’s Right’s ProjectAdvocating for Children with Special Needs1996
Charter Hospital SeminarMedi-Cal Asset Protection1996
Protect the Child DaySpecial Education Advocacy1995
Still Going Strong Radio ProgramElder Care in the ‘90’s1994
Encino Tarzana Medical CenterElder Care in the 90’s1994
Public Counsel Continuing EducationSpecial Education Rights: Incorporating §504 of the Rehabilitation Act into special education advocacy1993