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James E. Berge - San Jose, CA

1101 S Winchester BlvdSuite I-208 San Jose, CA 95128

Updated: 06/10/2024

San Jose Estate Planning Lawyer

Overview

James E. Berge is the founding attorney and managing partner of the Law Offices of Berge & Berge LLP, Trust and Estate Planning Specialists, in San Jose. Mr. Berge is a California State Bar certified specialist in estate planning, trust and probate law...

James E. Berge is the founding attorney and managing partner of the Law Offices of Berge & Berge LLP, Trust and Estate Planning Specialists, in San Jose. Mr. Berge is a California State Bar certified specialist in estate planning, trust and probate law. In private practice since 1992 and primarily serving the San Francisco South Bay Area community, he has represented well over 5,000 individual clients in the following matters: simple and advanced tax and estate planning; trust and estate administration, including probate and conservatorship; disability and special needs planning, asset protection planning; property, income, gift and estate taxation; and charitable gift planning.

Mr. Berge received his B.S.C. (Accounting) magna cum laude in 1981 from Santa Clara University School of Business, his J.D. cum laude in 1986 from Santa Clara University School of Law, and his LL.M. (Taxation) magna cum laude in 1991 from Golden Gate University School of Law. He is an (inactive) California certified public accountant, and a member of various professional organizations, including the Estate Planning, Trust and Probate Sections of the State Bar of California, the National Academy of Elder Law Attorneys, the Silicon Valley Bar Association, and WealthCounsel, a national association of over 3500 estate planning attorneys who have come together to provide members with education, and technical and legal support, in an effort to provide their clients with state of the art estate planning documents for a wide range of estate planning strategies.

He is a proud recipient of the ValueStar Certified Award for very high customer satisfaction and the winner of the 1981 AICPA Elijah Watt Sells Award for Outstanding CPA Exam Performance, and his firm is the proud winner of an award by Expertise.com for Best Probate Lawyers in San Jose for 2021-22.

He lectures frequently on a variety of estate planning topics, has appeared frequently on local radio, and is a contributing author and editor to “Representing the Disabled Person,” and “Special Needs Trusts: Planning, Drafting and Administration,” award-winning publications of California Continuing Education of the Bar.

A San Jose resident since 1963, he is married and has 2 children (both college graduates). He enjoys language learning; Wordle, Waffle, and crossword puzzles; his daily walks and exercise; golf, basketball, baseball, football and other spectator sports; travel; and personal finance.

About James E. Berge

Practice Areas

  • Estate Planning 30%
  • Trusts 30%
  • Probate & Estate Administration 20%
  • Elder Law 10%

Current Employment Position(s)

  • Attorney, Managing Partner

Languages

  • English (Primary)

Qualifications

Bar Admissions

  • California, 1986

Specialties and Certifications

  • Estate Planning, Trust & Probate Law, CA State Bar Board of Legal Specialization, 1996
  • Board Certified Specialist in Estate Planning, Trust and Probate Law

Other Affiliations

  • WealthCounsel, Member, Present

Education

  • Santa Clara University School of Law, Santa Clara, California, 1986
    J.D.
    Honors: cum laude
  • Golden Gate University School of Law, San Francisco, California, 1991
    LL.M.
    Major: Taxation
  • Santa Clara University School of Business, Santa Clara, California, 1982
    B.S.
    Honors: magna cum laude
    Major: Accounting

Classes and Seminars

  • Author and Editor to “Representing the Disabled Person,” and “Special Needs Trusts: Planning, Drafting and Administration,”

Achievements

Honors

  • Top Lawyers in California, The Legal Network
  • ValueStar Certified Award for Very High Customer Satisfaction
  • AICPA Elijah Watt Sells Award for Outstanding CPA Exam Performance,1981
  • expertise.com for Best Probate Lawyers in San Jose for 2021-22

Photo

Office Information

Address

1101 S Winchester BlvdSuite I-208 San Jose, CA 95128

Fax

  • 408-985-9945

Accepts Credit Cards

Yes

Publication

Articles

  • Special Needs Trusts: Planning, Drafting, and Administration, CEB, June, 2008

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Firm Address

Fax:
408-985-9945
Google Map
1101 S Winchester BlvdSuite I-208 San Jose, CA 95128

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