Law Offices of Robert P. Bergman

Robert P. Bergman, an esteemed attorney certified as a specialist in Estate Planning, Trusts, and Probate Law, proudly serves clients throughout the San Francisco Bay Area. He specializes in comprehensive estate planning services tailored for both individuals and couples. These offerings encompass trust administration along with the creation of wills and trusts designed specifically for retirement plan assets and special needs situations. Additionally, he focuses on asset protection strategies to help safeguard heirs such as spouses and children. Attorney Bergman also assists clients with Court petition services pertaining to Heggstad petitions under Probate Code Section 850—helping to transfer omitted trust assets into their rightful trusts posthumously—and managing modifications of irrevocable trusts through petitions permitted under Probate Code Sections 15403 and 15409. To further assist those navigating these complex legal matters, he has developed dedicated platforms: "HEGGSTAD HELP" at www.heggstadhelp.com provides resources related to Heggstad petitions; while "THE IRREVOCABLE TRUST DOCTOR" available at www.irrevocabletrustdoctor.com focuses on trust modification processes. Both sites detail the functions of each type of petition alongside explanations about potential challenges faced within California's probate courts that may not accommodate such requests easily—all while offering an opportunity to schedule a complimentary Zoom or face-to-face consultation with Robert P. Bergman himself regarding individual circumstances.