The Irrevocable Trust Doctor

06/01/2026

If an irrevocable trust was drafted years ago (or circumstances changed), it may not be protecting assets the way you assume—and that can mean avoidable probate exposure, inefficient administration, or inheritance risks. The Irrevocable Trust Doctor focuses on trust modification as a precise legal fix, diagnosing what’s defective and correcting it so the structure actually works for your family’s goals. As a long-practicing certified specialist in California, the approach is reassuring, practical, and designed to stabilize outcomes for surviving spouses, adult children, and trustees. This article breaks down how trust modification can restore real asset protection when the plan is no longer functioning properly.

https://www.irrevocabletrustdoctor.com

12/07/2024

I am offering three free live workshops in San Jose on Saturday, December 21st at 9:00am, 10:45am, or 12:15pm at the Silicon Valley Business Center at 1900 Camden Avenue San Jose, CA 95124.
The workshops are entitled "Estate Planning for Busy Parents," and they are specifically directed to those parents who have one or more minor children.
For more information, visit this link to my website that explains what the workshops recovering and also gives you a link review can go to register for them at Eventbrite. Or alternatively you can search for "Living Trust Seminar" at the Eventbrite website and will be able to find links to register for one of the workshops.
https://lawbob.com/workshops/

01/15/2024

REPEAL PROPOSITION 19 AND RESTORE PROPOSITION 58.

DEADLINE IS NOW POSTMARKED BY FEBRUARY 4, 2024.

As a trusted estate planning attorney, it's important for me to keep people updated on the latest statewide initiative to reinstate Prop 58. This initiative is led by the Howard Jarvis Taxpayers Association (HJTA) and it aims to reinstate the property tax law that had been in place for approximately 35 years, allowing families to transfer their family home and up to $1M of other assessed property to the next generation without facing exorbitant and often unaffordable property tax increases.

The FiX*Prop19 - Repeal the Death tax petition signing campaign has been in full swing for the past several months, garnering an overwhelming response from thousands of supporters who have already signed the petition. The momentum is building, but we still need thousands more signed petitions by February 4, 2024, in order to achieve the goal of 1.3 million signatures and qualify for the November 2024 ballot.

This initiative has a profound impact on all Californians, including property owners, renters, and small family businesses. By coming together, we have the power to make a positive change for the individuals in our state. We invite you to join us in making a difference by downloading, printing, signing, and mailing back the completed petition. Here is a link to get started right away:

https://reinstate58.hjta.org/

PLEASE CONSIDER FORWARDING THIS TO HOMEOWNERS AND OTHER REAL PROPERTY OWNERS THAT YOU KNOW.

Protecting Prop. 13 for our children.

06/09/2023

My next set of Living Trust seminars will be held on Saturday, June 17th at the Silicon Valley Business Center, 1900 Camden Avenue (at Leigh Avenue) in San Jose.

Space is limited at these three identical events, so pick the time that works best for you before they are gone.

Click on the link below for more information and to reserve your place.

Here you can find a description of upcoming estate planning workshops being offered by attorney Bob Bergman, and registration links.

02/14/2023

Do you have young children, and you are unsure who will take care of them and any inheritance from you if something happens to you? Are you concerned about your adult children losing their inheritance?

Join me on my new webinar, "Estate Planning for Busy Parents," offered "on demand" through my website at https://lawbob.com/webinars. Attendees will qualify for a free Estate Planning Consultation.

12/10/2022

I am hosting three estate planning workshops in my office on Wednesday, December 28th, during the day. Ideal for those who are teachers or otherwise "off" during the week between Christmas and New Years.

They are one hour in length (max), with choice of times from 9:30am to 10:30am, 11:00am to 12:00 noon, or 1:00pm to 2:00pm.

This link is to my website workshop page, where you can get more details, and register using one of registration buttons on that page.

Here is your chance to jumpstart that New Year's resolution to get your estate planning done for you and your family.

Space is limited to 12 seats per workshop, is indoors, and masks are optional.

Here you can find a description of upcoming estate planning workshops being offered by attorney Bob Bergman, and registration links.

05/25/2022

If you need to consult with me about filing a court petition to modify, amend, or cancel an irrevocable trust, you may use this link: https://go.oncehub.com/BookaTrustPetitionConsultation

06/25/2021

https://www.eventbrite.com/e/july-17-2021-900am-the-estate-planning-workshop-tickets-161154077183

This estate planning workshop will provide an overview of the reasons to do estate planning.

03/05/2020

Have you checked this out? Upcoming Living Trust Seminars in March - Law Offices of Robert P Bergman

03/02/2020

Have you seen our latest news? Upcoming Living Trust Seminars in March - Law Offices of Robert P Bergman