WealthCounsel, LLC
Robert P. Bergman is a seasoned estate planning attorney with extensive experience in law, currently serving as a Member at WealthCounsel, LLC since January 2006. Bergman has owned a private law practice since June 1982, focusing on helping families avoid probate and conservatorship, minimize federal estate taxes, and plan for retirement and charitable giving. Additionally, Bergman has served as a speaker for the Foundation for Personal Financial Education and held a position as an Associate Attorney at Gilfix & LaPoll Associates. Previous experience includes serving as Vice President and Business Development Officer at Comerica Bank. Robert P. Bergman earned a J.D. from Santa Clara University School of Law and holds degrees in Social Science and African Studies from San José State University, among other educational qualifications.
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WealthCounsel, LLC
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WealthCounsel is a legal services company offering legal software and law practice management software.