Over 20 Years of Experience in Probate & Estate Planning

Sherman Oaks Probate Attorney

Barbara Bergstein is a sole practitioner in Sherman Oaks, California with over 20 years experience in handling trust and estate matters. She specializes in court supervised probate matters, Wills and Trusts, elder law and special needs trusts.

 

Ms. Bergstein is frequently consulted regarding the uses and drafting of special needs trusts for families with disabled children. In addition, she frequently drafts special needs trusts in personal injury settlements for disabled minors and adults. Ms. Bergstein is the author of “The Uses of Irrevocable Special Needs Trusts in Gift and Estate Tax Planning” which appeared in Tax Information Perspectives, a publication of the Estate & Gift Tax Subcommittee, California Tax Bar.

 

Ms. Bergstein is the author of The Uses of Irrevocable Special Needs Trusts in Gift and Estate Tax Planning which appeared in Tax Information Perspectives, a publication of the Estate & Gift Tax Subcommittee, California Tax Bar.

 

She was the parent of a child with Autism and has experienced first hand the heartache and struggles of having a loved one with special needs. She has served as a board member of the Autism Society of Los Angeles and often speaks to parents about the rights of children disabilities.

 

Ms. Bergstein was a frequent lecturer for the State Bar of California, AICPA, California CPA Education Foundation, Continuing Education of the Bar and the Taxation Section of the California State Bar.