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James E. Berge, JD, CPA, LL.M. (Taxation)

Mr. Berge is certified as a specialist in estate planning, trust and probate law, by the State Bar of California, Board of Legal Specialization.  He devotes his practice primarily to estate planning, business planning, charitable planning, federal estate and gift tax planning, trust and probate administration, Medi-Cal and disability planning, and conservatorships.  Mr. Berge is a graduate of Santa Clara University School of Business (BSC '81) and School of Law (JD '86) and Golden Gate University School of Law (LLM Taxation '91).  He is also a California certified public accountant, a member of the National Academy of Elder Law Attorneys, and a lawyer referral panel member of California Advocates for Nursing Home Reform.  He is a sole practitioner with offices centrally located in the heart of Silicon Valley, a published author, and a lecturer, frequently conducting seminars and in-service training programs for seniors, family caregivers, nurses, social workers, lawyers, financial planners, and other professionals and non-professionals who serve the elderly.   He also appears regularly on Life!Line with Craig Roberts, a daily Christian radio talk show.

 
 
 

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