Law Offices of Robert P Bergman

San Jose, United States

5

8 reviews

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Description

Specialties

Certified Specialist in Estate Planning, Trust and Probate Law with 30+ years of experience helping individuals and families with their living trust needs, estate planning needs, and inheritance planning needs.

History

Established in 1980.

I have been practicing law since 1980, with a brief 3-​year side trip as a vice president and business development officer for a major commercial bank’s trust department. Having practiced in several practices areas of the law, including estate planning, I finally decided to exclusively specialize in estate planning.

As a member of WealthCounsel, a national association of estate planning attorneys, I am able to provide affordable customized estate planning for my clients.

Meet the Business Owner

Robert P.

Business Owner

Bob has been in law practice since 1980. He is a graduate of local colleges in the Santa Clara Valley, including De Anza, San Jose State, and Santa Clara Law School. Bob is also a Certified Specialist in Estate Planning, Trust & Probate Law, This designation demonstrates his expertise as an estate planner, after receiving the recommendations of fellow attorneys, and passing a highly-​competitive examination.

Bob’s background includes extensive experience in financial services, having served as a real estate broker, general counsel for a real estate company, securities registered representative, and a financial planner. He was a bank vice president and business development officer a major bank’s trust department.

Bob is highly motivated and committed to creating the best estate planning he can for his clients. His easy manner and ability to both listen to his clients’ concerns and explain complex legal topics makes him a hit with his clients.