We have not found any cost information for this lawyer
Barbara Diane Bergstein
About Barbara
Biography
Barbara Bergstein specializes in elder law and estateplanning. Herpractice includes estate and gift taxation planning, asset preservationfor government benefits (Medi-Cal), durable powers of attorney andprobate, including probate and trust controversy.
Ms. Bergstein is frequently consulted regarding the uses anddrafting of special needs trusts for families with disabled addition, she frequently drafts special needs trusts in personalinjury settlements for disabled minors and adults.
Ms. Bergstein is the author of “The Uses of IrrevocableSpecial Needs Trusts in Gift and Estate Tax Planning” which appeared inTax Information Perspectives, a publication of the Estate &Gift Tax Subcommittee, California Tax Bar.
She is the parent of a child with Autism and has experiencedfirst hand the heartache and struggles of having a loved one withspecial needs. She has served as a board member of the Autism Societyof Los Angeles and often speaks to parents about the rights of childrendisabilities.
Ms. Bergstein is a frequent lecturer for the State Bar ofCalifornia, AICPA, and the CalCPA Education Foundation.
Practice Areas
5
Practice Areas
Fees and Rates
Looking for an attorney? Avvo can help.
Search our directory
Quickly connect with top attorneys through our legal directory to get help with your legal issue.
Avvo's live chat agents can help coordinate a consultation with a local attorney.
Chat with a live agent who can match you with the right attorney for your legal needs.
Chat withLicenses
Licensed in California for 32 years
State: California
Acquired: 1993
No misconduct found
Location
The Law Office of Barbara Bergstein
13400 Riverside Dr., Suite 100, Sherman Oaks, CA, 91423
Ad
Transform legal challenges into solutions.
Connect now to review your situation.
Barbara Diane Bergstein's Reviews
Avvo Review Score
Not Yet Reviewed
Barbara Diane Bergstein's Lawyer Endorsements
No Endorsement Data Available Yet
This attorney hasn't received any attorney endorsements recently on Avvo.
No Endorsement Data Available Yet
This attorney hasn't created any attorney endorsements recently on Avvo.
Experience
Honors
2001
Outstanding Speaker Award, California CPA Education Foundation
1995
Pro Bono Award, Wiley W. Manuel
1994
Pro Bono Award, Wiley W. Manuel
Work Experience
2010 - Present
Sole Practitioner, Law Office of Barbara Bergstein
1995 - 2010
Partner, Burgh, Balian and Bergstein LLP
1993 - 1994
Pro Bono Volunteer Attorney, Public Counsel: Children’s Rights Project
Associations
Estate and Gift Tax Committee
Executive Board Member
State Bar of California
Member
Los Angeles County Bar Association
Member
Beverly Hills Bar Association
Member
San Fernando Valley Bar Association
Member
National Academy of Elder Law Attorneys
Referral Panel For California Advocates for Nursing Home Reform
Member
Los Angeles County Probate Volunteer Panel
Member
Beverly Hills Bar Order of Distinguished Attorneys
Member
Education
N/A
Southwestern University School of Law
JD - Juris Doctor
N/A
University of California at Los Angeles
BA - Bachelor of Arts
Speaking Engagements
2011
Western Regional Planned Giving Conference
Charitable Gifting - Uses of Special Needs Trust in Charitable Planning
2011
California CPA Education Foundation
Estate Planning for the Elderly and Disabled
2010
PFAC Conference May of 2010
Uses of Special Needs Trust
2007
Winter 2007 Presentation to AICPA
Essential Legal Documents for the Elderly
2007
National Business Institute
Estate and Trust Planning
2007
Continuing Education of the Bar
Estate Planning for Elderly
2007
California CPA Education Foundation
Estate Planning for the Elderly and Disabled
2006
Winter 2006 - Presentation to AICPA
Essential Legal Documents for the Elderly
2005
Continuing Education of the Bar
Elder Law Planning
2004
State Bar of California
What Every Personal Injury Attorney should know about Special Needs Trusts
2004
Spidell Tax News Letter Fall
Medi-Cal Planning and Personal Service Contracts
2003
State Bar of California
Estate Planning for the Elderly and Disabled
2002
California Tax Bar
Estate Planning for the Elderly and Disabled
2001
Loyola Law School
Guest lecturer
2001
California CPA Education Foundation
Estate Planning for the Elderly and Disabled
2000
Continuing Education of the Bar
Probate Procedures
1999
California CPA Education Foundation
Estate Planning for the Elderly
1998
PBS Program on Estate Planning
Funding Your Dreams
1998
California CPA Education Foundation
Estate Planning for the Elderly
1998
California Advocates For Nursing Home Reform
Planning with Special Needs Trusts-
1997
Organization for Needs of Elderly
Estate Planning for the Elderly
1997
Continuing Education of the Bar
Basic Will Drafting
1997
Continuing Education of the Bar
Estate Planning for the Terminally Ill
1997
City of Culver City Human Services Department
Legal Issues for An Aging Society
1997
California Certified Public Accountants
Public Benefits and Long Term Care Planning
1997
An Interdisciplinary Approach to Elder Law Symposium
Elder Law Planning
1996
Public Counsel Children’s Right’s Project
Advocating for Children with Special Needs
1996
Charter Hospital Seminar
Medi-Cal Asset Protection
1995
Protect the Child Day
Special Education Advocacy
1994
Still Going Strong Radio Program
Elder Care in the ‘90’s
1994
Encino Tarzana Medical Center
Elder Care in the 90’s
1993
Public Counsel Continuing Education
Special Education Rights: Incorporating §504 of the Rehabilitation Act into special education advocacy
Publications
N/A
Tax Information Perspectives
The Uses of Irrevocable Special Needs Trusts in Gift and Estate Tax Planning
Languages
English