Law Offices of Robert P. Bergman

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Law Offices of Robert P. Bergman

1777 Saratoga Avenue
Suite 210
Corner of Saratoga Avenue and Lawrence Expressway, across from El Paseo de Saratoga Shopping Center Metro Area
San Jose
CA 95129-5208
Phone: (408) 247-0444

Category: Estate Planning
Website: http://www.lawbob.com
Email: moc.bobwal@ofni

More Contacts of Law Offices of Robert P. Bergman More Contacts Of Law Offices of Robert P. Bergman

moc.bobwal@bpr (Owner)
http://information website (www.lawbob.net)
http://www.facebook.com/RPBEstatePlanning (Facebook)
http://twitter.com/lawbob2 (Twitter)

Company representatives

Robert Bergman, Owner
Email: moc.bobwal@ofni

Jennifer Lotz, Of Counsel

Robert P. Bergman, Estate Planning Attorney and Counselor at Law

About Law Offices of Robert P. Bergman

Estate Planning attorney and counselor with 30 years experience helping families in the San Francisco Bay Area with their estate planning needs.


Robert P. Bergman is a Certified Specialist in Estate Planning, Trust & Probate Law (State Bar of California Board of Legal Specialization). His law practice is devoted exclusively to foundational estate planning, including the preparation of living trusts, advance health care directives, powers of attorney, life insurance trusts, charitable trusts, trusts for retirement plans, and special needs planning for minor children. He handles multi-generational estate planning, and special planning for families with young children. His extensive background in financial services (real estate broker, financial planner, and securities) gives me an added perspective when assisting his clients.

He offers free living trust seminars at his office, as well as free living trust seminars for local companies, churches, and other organizations. As a public service, a living trust seminar can also be viewed online or downloaded at www.freelivingtrustseminar.com.


Products and Services

  • Durable Power of Attorney
  • Advance Health Care Directive

Opening Hours


By appointment only. Appointments available at 9:30am, 12:00 noon and 2:30pm on Tuesdays, Wednesdays, and Fridays, and 9:00am, 11:00am 1:00pm and 3:00pm on Saturdays. Online calendar available to book your own appointment.
  • SundayCLOSED
  • MondayCLOSED
  • Tuesday9:00 AM to 5:00 PM
  • Wednesday9:00 AM to 5:00 PM
  • ThursdayCLOSED
  • Friday9:00 AM to 5:00 PM
  • Saturday9:00 AM to 5:00 PM

Location Type

Headquarters


Revenue

$275,000 - $300,000


Employees

1


Years In Business

43


Memberships

  • WealthCounsel
  • State Bar of California

Brands

  • Free Initial Consultations
  • Legal Plan Discounts Available
  • Free Living Trust Seminars
  • Flat Fees for Legal Services

Additional information

Certified Specialist, Estate Planning, Trust & Probate Law (California State Bar Board of Legal Specialization) Member, WealthCounsel, a national association of estate planning attorneys


Rating

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