ROBERT P. BERGMAN, ATTORNEY AT LAW
3535 ROSS AVENUE, STE. 200
SAN JOSE, CA 95124
408-247-0444 / rpb@lawbob.com
Hello. I’m California estate planning attorney Robert P. Bergman (“Bob Bergman”), Certified Specialist in Estate Planning, Trust and Probate Law. I’ve been practicing in Santa Clara County since 1980, and my law practice is devoted exclusively to estate planning. My main practice website is at www.lawbob.com.
I created the “IRREVOCABLE TRUST DOCTOR” as a service to assist surviving spouses and families with modification of irrevocable trusts under California Probate Code Section 15403 or California Probate Code Section 15409.
Go through the menu to take your time reading the various sections of this site and then contact me if you believe that my services could help you and your family deal with an outdated or incorrectly drafted irrevocable trust.
I provide similar services for ex parte Heggstad petitions under Probate Section 850, to transfer property of an incapacitated or deceased trustor into their trust ownership without Conservatorship or Probate. Visit “Heggstad Help” for more information about these services.
SCHEDULE A CONSULTATION: If you wish to schedule a consultation with me about an ex parte trust modification petition for you or your client, or a noticed hearing in Santa Clara, San Mateo, or Contra Costa counties, use the following link to select a 30-minute Zoom or in-person consultation:
SCHEDULE A TRUST PETITION CONSULTATION
After scheduling, download the Trust Petition Consultation worksheets to complete and return to me prior to the consultation.
Download Trust Petition Consultation Worksheets
This link also downloads other information, and other worksheets to provide me information on the heirs and beneficiaries whose interests would be affected by the petition.