FREE ONLINE LIVING TRUST SEMINAR
FOR CALIFORNIA RESIDENTS
Offered by Estate Planning Attorney
Robert P. Bergman
Certified Specialist, Estate Planning, Trust & Probate Law
Contents of Seminar (click to view below)
Please complete the form below and then click on the "Submit Online Living Trust Seminar Request" button when you are finished. You may also order a copy of my Information CD to be mailed to you if you wish.
After viewing, if you wish to meet with me,
you can
Schedule a free half
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
RETURN TO ONLINE SEMINAR REQUEST FORM
In this online seminar you will learn about the following:
The most popular estate planning technique in
What happens if you don't have an estate plan for your family
The new higher $5,000,000 federal estate tax (i.e. "Death Tax") exemption (increasing to $5,120,000 in 2012) and how it can benefit you and your family
How the use of the revocable living trust can solve problems with other planning methods to pass on your property to your heirs
What happens if you become incapacitated, and how having a Will does not protect you
How using free forms available at hospitals and stationary stores can create problems for your family
Whether having a Will avoids Probate, and the real purpose of Probate
The truth about Joint Tenancy, and how Community Property for married couples is 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
How to protect your "special needs" child's inheritance without jeopardizing their eligibility for government assistance.
How to protect your young children from foster care and other hazards if something happens to you.
How you can build a “Castle” around the inheritance for your spouse, partner, children or other heirs to prevent it from being lost through divorce, death, bankruptcy and lawsuits
How to pass on an inheritance to your children or other heirs free from income tax and future Death Tax
How you can pass on your retirement plans and IRAs to your children or other heirs while providing the maximum growth potential and asset protection
RETURN TO ONLINE SEMINAR REQUEST FORM
Please know that I'm always interested in your questions and comments. Please don't hesitate to drop me an e-mail. I'll be happy to help you in any way possible.
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Robert P. Bergman,
Attorney at Law
1777 Saratoga Avenue, Suite 210,
San Jose, CA 95129-5208
Voice: 408-247-0444 / Fax: 408-416-4591
Office Website: www.lawbob.com
This website is provided as an educational
service by
Law Offices of Robert P. Bergman
If you have questions or comments, you are invited to
contact attorney Bob Bergman by e-mail
or call 408-247-0444
All contents of this website are Copyright
2012 and thereafter by
Robert P. Bergman, Attorney at Law. All rights reserved
worldwide.