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Robert Bergman

RPB | San jose, California, United States

A lawyer since 1981


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3535 Ross Avenue, San jose, California, United States 95124
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Robert Paul Bergman, a certified specialist in Estate Planning, Trust, and Probate Law, dedicates his expertise to crafting estate plans for families with children. He brings decades of experience, having been licensed in California since 1980. His practice spans various services, including Estate Planning, Guardianship, Conservatorship, Estate Administration, Health Care Directives, Trusts, and Wills.

Bergman offers a complimentary initial estate planning consultation, with subsequent sessions, particularly for Probate and Trust administration, billed hourly at a rate of $500. His fee structure encompasses fixed rates for services like living trust planning, retirement trust planning, and special needs planning, among others. Payment options are flexible, accepting major credit cards like Visa, Mastercard, Discover, and Diner’s Club.

His academic journey culminated at Santa Clara University School of Law, where he obtained his Juris Doctor degree in 1980, marking the beginning of his distinguished legal career. Prior to this, he excelled at California State University - San Jose State University, earning a Bachelor's degree in Social Science with high honors in 1977.

Bergman's professional engagements reflect his commitment to the field of estate planning. He is a member of WealthCounsel, a national consortium of over 1,600 attorneys specializing in estate planning. His dedication extends to serving special needs families through his membership in the Academy of Special Needs Planners. His founding role in the Advisors Forum and participation in the Foundation for Personal Financial Education underscore his proactive approach to estate planning and financial education.

Through these affiliations, Bergman has contributed significantly to the discourse on estate planning, underscoring his status as a respected voice in the legal community. His certification by the California State Bar Board of Legal Specialization as an expert in Estate Planning, Trust, and Probate Law solidifies his authority and expertise in the field.


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