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

 


 

 
BOOK AN ESTATE PLANNING CONSULTATION