Overall Rating
This is an aggregated review score of Avvo and Lawyers.com reviews.

4.9 /5.0

24 Client Reviews

Avvo

5.0

(23)

Lawyers.com

4.8

(1 )

 See client reviews from Lawyers.com
Filter Avvo Reviews (23) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.
Star rating
5 stars 23
4 stars 0
3 stars 0
2 stars 0
1 star 0
Practice Areas
Estate Planning (18) Trusts (16) Probate (10) Real Estate (2) Guardianship (1) Lawsuits & Disputes (1) Tax (1) Wills & Living Wills (1)
What Clients Mention
Practice Area Knowledge (14) Case Results (13) Recommendation (8) General Knowledge (6) Professionalism (5) Responsiveness (5) Cost of Services (3) Advocacy (2) Character & Conduct (2) Communication Style (2) Compassion (2) Free Consultations (1) Punctuality (1) Trustworthiness (1)

Showing 11 - 13 of 13 reviews | Case Results

Posted by Linda | January 22, 2017 | Hired Attorney

Family Trust

With the help of Bob we drew up our family trust. He was very knowledgeable and responsive to our needs. He walked us thru the many pages of our trust since it was so overwhelming. After all was said and done we were very pleased with the outcome of our trust and was very glad Bob helped us thru it ...all. I also had Bob draw up my Mom's trust. Would recommend Bob highly.

Posted by Nicholas | December 29, 2011

Knowledge with Skill

I am a real-estate broker that was involved in a short sale transaction. Just before final documents were to be signed to close Escrow, the seller passed away. The property was in a trust and did not name a successor trustee. With the short sale approval deadline date coming very quickly, we thought ...that after a year of working on this transaction it would all fall to pieces. Robert literally saved the day. He was able to have a beneficiary on the trust appointed to successor trustee extremely quickly due to his expertise (Right in the middle of the Christmas season). Every attorney we had spoken with up until Robert had said that the process would take a few weeks or that it could not be done but after speaking to Robert for a few minutes we knew he was our man. Not only was Robert punctual and professional but very kind and treated our situation as a priority. I highly recommend Mr. Bergman.

Posted by Michael | January 22, 2010

Bob Bergman - Estate Planning Attorney

Bob does a very nice job in walking the layman through the complexities of estate tax law as it currently exists as well as providing insights on how it might change based on any pending legislation or the prevailing political climate. He uses a rigorous process for gathering detailed information on... a client's financial and familial situation along with their long term needs and desires. Using this process he is able to quickly compile a comprehensive estate plan to address those needs while minimizing the tax exposure to the estate and to heirs. He also provides detailed written instructions and all the necessary forms to enable the client to expeditiously implement the resulting Trust. Bob is very personable and easy to work with. I have referred several clients to him and they were all pleased with the results.

See All Client Reviews