Penelope Bergman

PRO

Penelope Bergman

5.0
Rating: 7.6

Licensed for 24 years

Trusts Lawyer at Culver City, CA
Practice Areas: Trusts, Estate Planning, Probate

9415 Culver Blvd, Suite 309, Culver City, CA

Virtual Consultation Available

Free Consultation

About Penelope

Biography

Plan and Protect Your Nest - Experienced litigator focused on estate planning, probate and conservatorships. We provide counseling, advocacy, and aggressive legal representation.

Assisting families with their unique needs is a passion and a commitment. We provide counseling, advocacy, and aggressive legal representation in order to ensure every family member has the opportunity to succeed.

Assisting families with their unique needs is a passion and a commitment. We provide counseling, advocacy, and aggressive legal representation in order to ensure every family member has the opportunity to succeed.

Assisting families with their unique needs is a passion and a commitment. We provide counseling, advocacy, and aggressive legal representation in order to ensure every family member has the opportunity to succeed.

Practice Areas

3

Practice Areas

Trusts 40%

Trust Administration, Trust Litigation, Heggstad Petitions, Special Needs Trust

40%
Estate Planning 30%

Wills, Trusts, Disability Planning, Special Needs Trust, Powers of Attorneys, Advanced Healthcare Directives, Property Agreements, Assignments of Personal Property, Assignments of Business Interests

30%
Probate 30%

Estate Administration, Petitions for Letters, Heggstad Petitions, Spousal Property Petitions, Will Validation, Will Contests, Conservatorship

30%

Fees and Rates

Cost

Free Consultation

$0 first 30 minutes

Hourly Rates

$ 375-500 per hour

Pro bono

10 %


Payment Methods

  • Cash
  • Check
  • Credit Card

Licenses

Licensed in California for 23 years

State: California

Acquired: 2002

Active

No misconduct found

Licensed in Minnesota for 24 years

State: Minnesota

Acquired: 2001

Not Authorized

No misconduct found

Location

Bergman & Lee LLP

9415 Culver Blvd, Suite 309, Culver City, CA, 90232

bergmanapc.com

Online Presence

Other places you can find Penelope online.

Penelope Bergman's Reviews

Avvo Review Score

5.0 /5.0

9 Client Reviews

5 star (9)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by Denise | September 7, 2022 | Consulted Attorney

This review is from a potential client who consulted with this attorney.

Client

Great personality. Treats you like your a good friend. Very reassuring. Would most definetly recommend to anyone.

Posted by Judy | April 19, 2022 | Hired Attorney

This review is from a person who hired this attorney.

Polite and Professional

The polite and professional attorneys and staff at Bergman APC were monumental in helping me with my case obligations. I truly feel that they went above and beyond to make sure that all of my questions and needs were met throughout the time I used their services. I cant recommend them enough.

Posted by Angelique | August 27, 2020 | Hired Attorney

This review is from a person who hired this attorney.

Burton Family Trust

Penelope Bergman is a go-getter. She pointed out things that I did not notice regarding my case. She has a great personality which makes you feel comfortable while in her presence. I appreciate her hard work with helping my family.

Posted by Douglas | July 30, 2020 | Consulted Attorney

This review is from a potential client who consulted with this attorney.

Amazing! Highly recommend!!!

Penelope was truly amazing! She's kind, caring and understanding. She thoroughly listens to her clients and gives them the best advice imaginable. She gave me the best consultation I could have ever asked for and my issue was resolved quickly and to my benefit! I highly recommend Penelope!

Posted by Rock | March 2, 2020 | Hired Attorney

This review is from a person who hired this attorney.

Great Service highly recommened

Penelope is very smart and knows what she is doing. You will not be disappointed to hire her. Thanks again for all your help with our estate planning.

See All Client Reviews

Penelope Bergman's Lawyer Endorsements

Endorse Penelope
Aghavni Vartan Kasparian headshot
Aghavni Kasparian

Probate lawyer | Oct 07

Relationship: Worked together on matter

"I highly recommend Penelope. She is a great lawyer, who works very hard for her clients."

Eugenia I-Chin Chiang headshot
Eugenia Chiang

Litigation lawyer | Oct 18

Relationship: Worked together on matter

"I have worked closely with Penelope on both litigation and administrative matters and have found her to be tenacious, detailed oriented, organized and a strong advocate. She truly listens to client needs and always does her best to best advocate for them while also conscious of the most cost effective methods."

Hyojung Jang headshot
Hyojung Jang

Education lawyer | Oct 17

Relationship: Supervised lawyer

"I strongly endorse Penelope. She is an extremely knowledgeable and experienced trial attorney in special education law and always seeks an favorable solution to her clients. I highly recommend Penelope for any special education law matter."

Ilya A Kosten headshot
Ilya Kosten

Insurance lawyer | Sep 14

Relationship: Supervised lawyer

"I endorse this lawyer. Penny and I worked together for quite a while and she is a tribute to the legal profession. She is perceptive, diligent, persuasive, and sensible. I would recommend her in the strongest possible terms."

View All Endorsements
Zareh Agob Jaltorossian headshot
Zareh Jaltorossian

Litigation lawyer

Aghavni Vartan Kasparian headshot
Aghavni Kasparian

Litigation lawyer

Experience

Rating:  7.6 (Very Good)

Honors

2016

Client's Choice, Avvo

Work Experience

2024 - Present

Founding Partner, Bergman & Lee LLP

2016 - Present

Owner, Bergman APC

2012 - 2016

Managing Partner, Bergman & Gutierrez LLP

2006 - 2011

Associate, Charlston Revich & Chamberlin, LLP

2001 - 2006

Associate, Kern & Wooley, LLP

Associations

2013 - Present

WealthCounsel

Member

2002 - Present

State Bar of California

2001 - Present

American Bar Association

2014 - 2021

Council of Parent Attorneys and Advocates

Member

Sample of Legal Cases

Whitman v. OneWest Bank

Bergman Wins Appellate Writ Petition of HOLA Preemption Ruling Against OneWest

Suarez v. Bank of New York Mellon

Bergman wins Motion to Compel deposition and sanctions

Schoshinski v. Compass Bank

Bergman successfully challenges chain of title

See More Legal Cases

Education

2001

University of Richmond, The T. C. Williams School of Law

JD/MBA - Juris Doctorate and MBA

N/A

University of California - San Diego

BS - Bachelor of Science

Speaking Engagements

2012

California Homeowners Bill of Rights

California Homeowners Bill of Rights

Publications

2015

Lawyer Monthly Tax and Estate Planning - pp.96-97

Languages

English

Activity

Avvo Rating

Our Rating is calculated using information the lawyer has included on their profile in addition to the information we collect from state bar associations and other organizations that license legal professionals. Attorneys who claim their profiles and provide Avvo with more information tend to have a higher rating than those who do not.

What determines Avvo Rating?
  • Experience & background Years licensed, work experience, education
  • Legal community recognition Peer endorsements, associations, awards
  • Legal thought leadership Publications, speaking engagements
  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution