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  • Home
  • About
  • Our Staff
  • Practice Areas
    • Estate Planning
    • Trusts
    • Wills
    • Public Benefits/ Special Needs Planning
    • The LifePlan Program
    • Trust Administration
    • Probate
    • Conservatorships
    • Guardianships
  • Testimonials
  • Blog
  • Contact

Exploring the utility of a personal asset trust

On behalf of Law Offices of Berge & Berge LLP | Jul 30, 2020 | Estate Planning

Regular readers of our blog posts at the established Bay Area Law Offices of Berge & Berge are routinely minded that trust creation can materially promote the interests of estate planning individuals and families. Granted, trusts are not applicable to every...

Spotlighting the utility of a trust for minors

On behalf of Law Offices of Berge & Berge LLP | Jul 21, 2020 | Estate Planning

The estate planning realm features tools of significant scope and variety that can be employed to promote fundamentally important goals of individuals and families. Whether used singly or in concert, those tools can address and resolve key issues across an...

Promoting success for children inheriting material wealth

On behalf of Law Offices of Berge & Berge LLP | Jul 8, 2020 | Estate Planning

It’s easy for the relatively well-heeled to successfully pass along accrued wealth to inheriting children, right? After all, grantors with sizable assets are well positioned to ensure the optimal transfer of property. They comfortably know that the family fortune will...

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Recent Posts

  • What should I know about a guardianship of a child’s estate?
  • The basic documents in an estate plan
  • In conservatorships, what rights does the conservatee retain?
  • Leaving a secure and meaningful legacy
  • Estate planning after dementia diagnosis
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