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Barbara Bergstein specializes in elder law and estate planning. Her practice includes estate and gift taxation planning, asset preservation for government benefits (Medi-Cal), durable powers of attorney and probate, including probate and trust controversy. 

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. 

She is 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 is a frequent lecturer for the State Bar of California, AICPA, and the CalCPA Education Foundation. 

Professional Affiliations:

  • California State Bar (Probate & Trust Section) 
  • Los Angeles County Bar Association (Probate & Trust Section) 
  • Beverly Hills Bar Association (Order of Distinguished Attorneys)
  • Beverly Hills Bar Association (Probate & Trust Section) 
  • San Fernando Valley Bar (Probate & Trust Section) 
  • Member National Academy of Elder Law Attorneys  *Past Member Executive Board of the State Bar Estate and Gift Tax Committee 
  • Past Member Los Angeles County Bar, Trusts and Estates Section, Executive Board
  • Past Member of the Incapacity Subcommittee, State of California, Trusts and Estates Section 1994 & 1995 Recipient State Bar of California Wiley W. Manuel Pro Bono Award

Location


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13400 Riverside Drive.
Suite 100
Sherman Oaks, CA 91423





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Affiliations


NAELA

Beverly Hills Bar Association

San Ferdnando Bar Association

Disclosure IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this communication (including any attachments) was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any matters addressed herein