Plan Your Estate Radio With Bob Bergman Podcast

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“Bob talks about the A-B Marital Trust, a common form of living trust planning back in the 1980s, 1990s and early 2000s, and why it is likely outdated or even dangerous for most families today because of possible increased taxes and costs that could have been completely avoided with different planning.   He also talks about how better planning  approach for most families today, and how it is possible to “fix” an old A-B Marital Trust after the first spouse dies.   If you and your spouse have one of these types of trusts, it’s time to get it reviewed right away to get it repaired before your family suffers.”  See omnystudio.com/listener for privacy information.

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As a special needs planning attorney, I am proud that today’s show features an important interview with Nancy Batterman, CEO of “Options for All”, a California non-profit that makes a key difference for more than 1,000 adults with developmental disabilities. Operating upon the belief that everyone who wants to work deserves a job, and can be employed with proper support, Options For All is a leader in helping people get and keep a job and live as independently as possible.  Options For All offers a wide range of programs and services throughout the state of California, including San Diego, San Bernardino, Santa Clara, Santa Cruz and Riverside counties.   You can also hear about volunteer and giving opportunities, and the exciting news that Options for All is partnering with Inclusion Films, headed by Joey Travolta (John Travolta’s older brother), to provide hands-on, skill building learning opportunities for participants in a film studio environment.  The 80-we

Bob reintroduces himself to his audience, and discusses the types of estate planning that he handles in his law practice, including special planning for children.See omnystudio.com/listener for privacy information.

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