Hello. I’m California estate planning attorney Robert P. Bergman, Board Certified Specialist in Estate Planning, Trust and Probate Law (State Bar of California Board of Legal Specialization).
I’ve been practicing in Santa Clara County since 1980, and my law practice is devoted exclusively to estate planning. My main website is at www.lawbob.com.
I created “Heggstad Help” as a service to assist the following:
Successor trustees of trusts who discover that assets of a living or deceased Settlor or Trustor (i.e. creators of the trust) are not properly titled in the trust ownership even though intended by the Settlor;
- Estate planning attorneys and their clients here in California who make the same discovery as successor trustees above;
- Local Real estate brokers who make the same discovery as above for property just listed when a preliminary title report discloses that the new listing is not properly titled in the ownership of a trust;
- Local title companies that make the same discovery when a preliminary title report discloses the defect in title, and don’t know how to correct the problem.