Robert P. "Bob" Bergman is an estate planning attorney and counselor who specializes in the preparation of foundational estate planning, including the use of custom-drafted wills, revocable living trusts, advance health care directives, and powers-of-attorney. He is a Certified Specialist in Estate Planning, Trust & Probate Law (California State Bar Board of Legal Specialization)
Bob prepares more advanced estate planning tools such as life insurance trusts for asset protection and estate tax planning, charitable remainder trusts, special needs and supplemental needs trusts for special needs persons, and the Retirement Plan Trust (designed to provide asset protection and maximum tax advantages for an inherited IRA for children or other heirs). He also prepares special legal documents for families with minor children to keep them out of the foster care system.
Bob also is engaged in Elder Law practice, assisting families with planning for long term care for nursing homes, include Medi-Cal (Medicaid) planning, including both pre-planning and "crisis" planning.
Bob's detailed approach to the planning process assures that his clients' wishes and desires are implemented in the estate plans that he prepares.