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Robert Paul Bergman

Robert Paul Bergman

Practice areas:

Trusts, Estate Planning

About Me

Hi, this is estate planning attorney Bob Bergman. I have been helping families in the Silicon Valley (and beyond) with their estate planning needs for over 30 years. I'm a Certified Specialist in Estate Planning, Trust and Probate Law (State Bar Board of Legal Specialization), and I especially focus on helping families that have young children.   I also assist families with planning for retirement plan assets and asset protection.  Check out my website at www.lawbob.com for more information.


 


You may also view informative articles I have written at www.lawbob.net, or my free living trust seminar at www.freelivingtrustseminar.com, where you can view my seminar online or download it for viewing on your own computer in the comfort of your own home.

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Photos and Videos

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Practice Areas

Licensed since 1980

  1. Estate Planning: 50%
    34 years, 600 cases
  2. Trusts: 50%
    34 years, 600 cases

Payment

Fees:

Hourly ($400-500/hour), Fixed (Always), Free Consultation (60 minutes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

8 total 

  • Patricia Ambrose Mayer

    I highly recommend Bob Bergman. I have sat in on one of his seminars, and know that he presents difficult material in a way that is easy to understand. He is an excellent attorney, very approachable, and always works for his clients' best interests.

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    Patricia Mayer Estate Planning Attorney
    Relationship: Fellow lawyer in community

  • Kenneth A. Ziskin

    I had long wanted to work with Bob Bergman due to his sage comments on the Wealth Counsel listserve and his reputation as a great educator. We have now begun to work together. I am even more impressed by his expertise and his dedication to helping clients achieve THEIR goals than I could ever have expected. So, I wholeheartedly endorse Bob.

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    Kenneth Ziskin Estate Planning Attorney
    Relationship: Worked together on matter

Resume

License

StateStatusAcquiredUpdated
CAActive198005/20/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
Certified Specialist, Estate Planning, Trust & Probate LawState Bar of California, Board of Legal Specialization2011

Work Experience

TitleCompany NameDuration
AttorneyLaw Offices of Robert P. Bergman2006 - Present
AttorneyGilfix & LaPoll Associates2006 - 2006
AttorneyLaw Offices of Roy W. Litherland2005 - 2006
AttorneyLaw Offices of Robert P. Bergman2003 - 2004
Vice President and Business Development OfficerComerica Bank Institutional Trust Department2000 - 2003
Senior Trust and Investments OfficerFremont Bank2000 - 2000
AttorneyLaw Offices of Robert P. Bergman1984 - 2000
AttorneyEagle & Courtney1983 - 1984
AttorneyLaw Firm of Harold A. Galloway1981 - 1983

Associations

Association NamePosition NameDuration
Advisors Forum (www.advisorsforum.com)Member2012 - Present
ElderCounsel (www.eldercounsel.com)Member2012 - Present
Financial Knowledge Institute (www.financialknowledgeinstitute.org)Speaker2009 - 2009
Academy of Special Needs Planners (http://specialneedsplanners.com)Member2008 - 2009
Family Wealth Planning InstitutePersonal Family Lawyer2007 - 2008
Foundation for Personal Financial Education (www.fpfenonprofit.org)Speaker2007 - 2009
WealthCounsel (www.wealthcounsel.com)Member2006 - Present
Estate Planning, Trusts and Probate Section, State Bar of CaliforniaMember2006 - Present
Advisors Forum (www.advisorsforum.com)Member2006 - 2007
NAELA (National Academy of Elder Law Attorneys)Member2005 - 2006
CANHR (California Advocates for Nursing Home Reform)Member2005 - 2006
State Bar of CaliforniaMember1980 - Present

Publications

Publication NameTitleDate
Estate Planning Consumer Guide for California ResidentsCalifornia Consumer Guide to Wills, Living Trusts & Estate Planning2012

Education

School NameMajorDegreeGraduated
Santa Clara University School of LawLawJD - Juris Doctor1980
San Jose State UniversitySocial ScienceBA - Bachelor of Arts1977
De Anza Junior CollegeGeneral EducationA.A.1975

Speaking Engagements

Conference NameTitleDate
Everything You Always Wanted to Know About Wills and Trusts, but Were Afraid to AskEstate Planning, Wills and Trusts2009
Everything You Always Wanted to Know About Wills and Trusts, but Were Afraid to AskEstate Planning, Wills and Trusts2008
Everything You Always Wanted to Know About Wills and Trusts, but Were Afraid to AskEstate Planning, Wills and Trusts2008
Everything You Always Wanted to Know About Wills and Trusts, but Were Afraid to AskEstate Planning, Wills and Trusts2008
Everything You Always Wanted to Know About Wills and Trusts, but Were Afraid to AskEstate Planning, Wills and Trusts2008
Everything You Always Wanted to Know About Wills and Trusts, but Were Afraid to AskEstate Planning, Wills and Trusts2008
Everything You Always Wanted to Know About Wills and Trusts, but Were Afraid to AskEstate Planning, Wills and Trusts2008