Use this form if you wish to schedule an Estate Planning Consultation with attorney Robert P. Bergman for one or more of the following reasons:
Preparation of a customized Living Trust based estate plan for you and/or your spouse or partner
A review of your current estate plan (will or living trust) to discuss revisions and updating to reflect changes in your family situation and/or the law
Preparation of advanced estate planning, such as"
The Supplemental Needs Trust for a special needs person;
The Wealth Preservation Trust (irrevocable life insurance trust) for income and estate tax avoidance and asset protection;
The Charitable Remainder Trust for the tax-free sale of appreciated assets and lifetime income; and/or
The Retirement Plan Trust for the deferral of taxation and asset protection of retirement plan assets for your heirs.
This is a free one-half hour consultation.
After you have scheduled your Initial Consultation, you will receive an email with a link to download a Consultation Packet, and instructions on how to prepare for our meeting.
I look forward to meeting with you.
Robert P. Bergman, Attorney at Law