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Law Offices of Robert P. Bergman

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San Jose, CA
Law Offices of Robert P. Bergman

Robert P. Bergman ("Bob Bergman") assists individuals and couples with estate planning for incapacity and death. The Law Offices of Robert P.

His comprehensive approach is like the flow process of an engineer. By taking a step-by-step approach, important issues are not overlooked. Bergman focuses on estate planning, Heggstad & trust modification petitions, and special needs planning.

09/01/2026

Saratoga Living Trust Attorney: Protect Your Legacy in 2026

Did you know that a $1 million estate in California can be hit with over $48,000 in statutory fees and court costs before your family sees a single cent? If you own a home in Saratoga, your estate lik...

📖 Read more: https://www.lawbob.com/blog/saratoga-living-trust-attorney-protect-your-legacy-in-2026

08/31/2026

Milpitas Living Trust Attorney: Protect Your Legacy in 2026

Did you know that a $1 million home in Milpitas could lose nearly $50,000 to statutory probate fees before your heirs receive a single cent? It's a frustrating reality for many families in the State o...

📖 Read more: https://lawbob.com/blog/milpitas-living-trust-attorney-protect-your-legacy-in-2026

08/29/2026

Trustee Advisory Services in California: The Professional Guide to Trust Administration

Did you know that stepping into the role of a trustee can actually put your personal assets at risk if you make a single procedural error? Most people accept this responsibility out of love for their...

📖 Read more: https://lawbob.com/blog/trustee-advisory-services-in-california-the-professional-guide-to-trust-administration

08/29/2026

Estate Planning Attorney in Milpitas: Protecting Your Family Legacy

What if your family's financial security depended not just on a stack of papers, but on a custom architectural blueprint designed to bypass the expensive Santa Clara County probate system? Many homeow...

📖 Read more: https://lawbob.com/blog/estate-planning-attorney-in-milpitas-protecting-your-family-legacy

08/26/2026

Net Worth Needed for a Trust in California (2026 Guide)

Table of Contents

Why Net Worth is a Misleading Metric for Trusts in California
The Real Financial Trigger: California& #039;s Probate Threshold
Non-Monetary Reasons to Establish a Trust Regardless o...

📖 Read more: https://lawbob.com/blog/net-worth-needed-for-a-trust-in-california-2026-guide

08/26/2026

2024 Gift Tax Guide for Silicon Valley Families in 2026

As we look back from 2026, the financial decisions made by Silicon Valley families in 2024 have proven to be incredibly insightful. The landscape was dominated by discussions of a looming "sunset" of...

📖 Read more: https://lawbob.com/blog/2024-gift-tax-guide-for-silicon-valley-families-in-2026

08/24/2026

What is a Pour-Over Will in California? A Complete 2026 Guide

What if the one bank account you forgot to link to your trust ends up costing your heirs $46,000 in statutory probate fees? When asking **what is a pour-over will in California**, most people are look...

📖 Read more: https://lawbob.com/blog/what-is-a-pour-over-will-in-california-a-complete-2026-guide

08/20/2026

San Jose Estate Planning Lawyer: Protect Your Legacy 2026

Did you know that a $1 million estate in the State of California can trigger over $48,000 in statutory probate fees? That is nearly 5% of your legacy lost to court bureaucracy. You’ve worked hard to b...

📖 Read more: https://lawbob.com/blog/san-jose-estate-planning-lawyer-protect-your-legacy-2026

08/19/2026

When is Probate Required in California? 2026 Family Guide

Did you know that a $1 million estate in California can lose over $48,000 in statutory fees and costs? That's nearly 5% of the gross value handed over to the court system before your family receives a...

📖 Read more: https://lawbob.com/blog/when-is-probate-required-in-california-2026-family-guide

08/18/2026

Trustee Accounting Requirements in California: 2026 Distribution Guide

Could a single missing line item in your trust ledger really invite a lawsuit from your own family members? It's a heavy burden to carry, especially when you're facing intense pressure from beneficiar...

📖 Read more: https://lawbob.com/blog/trustee-accounting-requirements-in-california-2026-distribution-guide

Address

3535 Ross Avenue, Ste. 200
San Jose, CA
95124

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 1pm

Telephone

+14084605032

Website

https://lawbob.com/

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