FREE LIVING TRUST SEMINAR
FOR CALIFORNIA RESIDENTS

Offered by Estate Planning Attorney Robert P. Bergman

Using the links on this page, you can view a
one hour PowerPoint seminar on living trusts.

In this seminar you will learn the following:

  • The most popular estate planning technique in America today

  • How having a Will does not protect you if you become incapacitated

  • How using free forms available at hospitals and stationary stores can create problems for your family

  • What happens if you don't have an estate plan for your family

  • Whether having a Will avoids Probate, and the real purpose of Probate?

  • What happens if you become incapacitated

  • The truth about Joint Tenancy, and how Community Property may be a better alternative

  • The hidden flaws in relying on beneficiary designations to pass on your retirement plans, annuities, IRAs, life insurance, bank accounts and brokerage accounts

  • The "Death Tax" and how it can be avoided and the truth about the “repeal” of the Death Tax

  • How Living Trusts can solve the problems with other planning methods to pass on your property to your heirs

  • How to protect your children's inheritance from being lost through divorce, death, bankruptcy and lawsuits, and how to protect your "special needs" child's inheritance without jeopardizing their eligibility for government assistance.

  • For parents with young children, how to protect your children from foster care and other hazards if something happens to you.

  • How to pass on an inheritance to your children or other heirs free from income tax and the Death Tax

  • The best way to pass on your retirement plans and IRAs to your children or other heirs, providing the maximum growth potential and asset protection

VIEW ONLINE LIVING TRUST SEMINAR
(To save, right click)

After viewing, if you wish to meet with me, you can
Schedule a free, one-hour consultation

If you wish to attend a live living trust seminar
held in my offices in San Jose, you can
 
Reserve a place at one of my free informational seminars

Please tell your friends and colleagues about this site.

Law Offices of Robert P. Bergman
920 Saratoga Avenue, Suite 107
San Jose, CA 95129-3408
Voice: (408) 247-0444 / Fax:  (408) 416-4591
Office Website:  www.lawbob.com


This web site is provided as an educational service by the
Law Offices of Robert P. Bergman.
If you have questions or comments, you're invited to contact
attorney Bob Bergman at rpb@lawbob.com or (408) 247-0444.

All contents on this web site are Copyright © 2010 and thereafter by
Robert P. Bergman, Attorney at Law. All rights reserved worldwide.

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