AUGUST 14, 2021 (9:00AM) - THE ESTATE PLANNING WORKSHOP

1900 Camden Ave,San Jose CA 95124

14 August, 2021

Description

This estate planning workshop will provide an overview of the reasons to do estate planning. Topics covered in this workshop:Reasons to do estate planning and consequences if you do not.An interactive quiz for attendees covering estate planning priorities, moderated by attorney Bob Bergman. Come and find out what is important to you, and also issues that you may not even realize that turn out to be important to you.Suitable for individuals and couples, with children or without children.Attendees will receive a copy of Mr. Bergman's 2021 California Consumer Guide to Wills, Living Trusts and Estate Planning, packed with 40 pages of useful information on estate planning.ADVANCE RESERVATIONS ARE RECOMMENDED AS SPACE IS LIMITED.   WALKUPS WILL BE ADMITTED IF SPACE IS AVAILABLE.Intended for residents of San Jose, Santa Clara, Sunnyvale, Cupertino, Campbell, Los Gatos, Monte Sereno, Saratoga, Palo Alto, Los Altos, Milpitas, Los Altos Hills, Alviso, Mountain View, Menlo Park, Redwood City, Belmont, Hillsborough, Daly City, Colma, Half Moon Bay, Montara, E. Palo Alto, Fremont, Newark, Hayward, Morgan Hill, Gilroy, Boulder Creek, Aptos, Capitola, Watsonville, San Martin, Berkeley, Alamo, Brentwood, Santa Cruz, Scotts Valley, Felton, Fremont, Hayward, Union City, Menlo Park, Redwood City, San Mateo, San Bruno, S. San Francisco, San Francisco, Oakland, Concord, Richmond, Emeryville, Martinez, Hercules, Danville, San Ramon, Castro Valley, Piedmont, Orinda, Livermore, Dublin, Pleasanton, San Anselmo, Lafayette, Walnut Creek, Mill Valley, Larkspur, San Rafael, Antioch, Pittsburg, Oakley, and other residents of the Greater San Francisco Bay Area.  San Jose estate planning attorney Robert P. Bergman is a Certified Specialist in Estate Planning, Trust and Probate Law, certified by the State Bar of California Board of Legal Specialization.   In practice since 1980, "Bob" works with families in the Greater San Francisco Bay Area to help them avoid Conservatorship and Probate through the use of living trusts and other types of trusts, and provide for the orderly transfer of family wealth to the next generations.Bob is the live radio talk show host of "Plan Your Estate Radio," heard every Friday afternoon from 2:00pm to 3:00pm on AM 1220 KDOW (Wall Street Journal Network) in the San Francisco Bay Area. Podcasts of prior shows can be found at kdow.biz.Bob uses an intensive "hands on" approach to estate planning, spending several hours on each plan that he creates.   All planning he does is customized to each family, as each family's situation is unique.  His "Castle Trust" estate planning option can provide asset protection for the inheritance of a spouse, partner, children or other heirs.   This planning option can also protect an inheritance from being lost through divorce, immaturity, substance abuse, bankruptcy, disability, lawsuits and many other causes.He also does special planning for wealth preservation, planning for special needs persons, and planning for asset protection for retirement plans as they are passed on to beneficiaries.   If you Have questions coming in the context of the 408-247-0444 or [email protected]. The also "Book a Call" with Bob to discuss estate planning, special needs planning, probate and trust administration, or special court petitions regarding trusts.