Custom estate plans, trust and probate administration, special needs planning, and focused court petitions for families across Santa Clara County.
Estate planning is more than deciding who receives your property. A complete plan can protect your family, communicate your wishes, prepare for incapacity, and reduce the burden of probate or trust administration.
Revocable living trusts, wills, financial powers of attorney, advance health care directives, assignments, and certifications of trust.
↗ 02Thoughtful planning designed to support loved ones with disabilities while protecting access to public benefits.
↗ 03Step-by-step guidance for trustees, executors, beneficiaries, and families settling a loved one’s affairs.
↗ 04Court petitions seeking to gather assets into a trust when property was left outside formal trust ownership.
↗ 05Targeted court proceedings to modify or reform irrevocable trusts when circumstances or drafting problems require action.
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Bob Bergman has practiced law since 1980 and focuses on estate planning, trusts, probate, special needs planning, and specialized court petitions. His approach is practical and collaborative: first design the blueprint, then build the plan step by step.
As a Certified Specialist in Estate Planning, Trust & Probate Law, Bob brings decades of focused experience to family wealth transfer, incapacity planning, probate avoidance, and the administration or repair of trusts.
Every family has different assets, relationships, responsibilities, and concerns. The process should identify those details before documents are drafted.
Discuss your family, assets, goals, concerns, and the people who may need protection.
Create the legal and practical blueprint for your trust, will, powers, and health care instructions.
Prepare the customized documents and carefully review how each part of the plan works.
Sign, organize, and receive hard and digital copies with guidance for funding and maintaining the plan.
Bob shares practical estate-planning guidance through live radio, seminars, and educational resources for California families.
Explore the Radio Show →Start with an informative estate-planning webinar to understand trusts, wills, probate avoidance, and the questions to consider.
Access educational materials designed to help families prepare for a productive estate-planning conversation.
Clients frequently describe Bob as knowledgeable, patient, thorough, personable, and effective at explaining complex decisions.
“Bob was personable, clearly knowledgeable about both the law and its real-world applications, extremely competent, and had created an efficient process to identify and create the right estate-planning components.”Estate planning client review
“Robert was patient and thorough, leading us through the process and explaining the steps and options.”Dennis Switick
“Bob Bergman is knowledgeable and experienced, and right away I knew we were in competent hands.”Client review for Robert Bergman
Why incomplete or incorrectly drafted trust changes can create probate risk, added expense, and avoidable court proceedings.
Read Article →What families should know when a property or account was intended for a trust but remained outside formal trust ownership.
Read Article →Understanding when estate administration becomes burdensome and how proactive planning can reduce delays and expense.
Read Article →Tell us whether you need an estate plan, help administering a trust or probate estate, a Heggstad petition, or a trust modification.
