Hi. I am attorney Bob Bergman. I have lived in Santa Clara County since 1968, and I’ve been a practicing attorney since 1980. Through my law practice I help families with disability and inheritance planning, including planning to avoid Conservatorship if you become disabled, and Probate at your death. I also help families take maximum advantage of the estate tax and inheritance laws to pass on their property quickly and inexpensively to their children or other heirs after death, which can include planning for asset protection for the inheritance for many generations. I also assist families that have children or other relatives with special needs with comprehensive supplemental needs trust planning to preserve an inheritance for the care of the special needs person.
My clients are at all stages of life, including married and unmarried, registered domestic partnerships, those with children, those without children. My wife, Jennifer A. Lotz, is a labor and employment attorney, and I am the father of twin daughters Giovanna and Sabrina.
I am also a member of WealthCounsel, an association of estate planning attorneys with thousands of members throughout the United States. WealthCounsel attorneys share ideas and planning techniques and are on the cutting edge of estate planning issues and trends in the United States. As a member of WealthCounsel, I do not practice alone, as I have access to the combined wisdom and expertise of my fellow attorneys in the WealthCounsel network.
My approach is like an architect designing a custom home for my clients. In our meetings together, we will create a “blueprint” together for your custom estate plan that has the features and benefits you request and need. Then, once we finish the design of your estate plan, I will build your estate plan like a contractor, using the sophisticated drafting software available only to WealthCounsel members, combined with my years of experience as an estate planning attorney.
On the lighter side, I have sung and acted with several Bay Area performing companies, including the Lyric Theatre (Gilbert & Sullivan Society of San Jose), Lamplighters of San Francisco, the Stanford Savoyards, Mission City Opera, the West Valley Light Opera Association, the Sunnyvale Community Players and the South Bay Music Theater. I am also an avid amateur military historian and collector of military board games and miniatures.
