James Berge Email & Phone Number
Estate Planning Attorney @ Berge & Berge LLP
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James Berge Location
- San Jose, CA, US
James Berge Work
- Estate Planning Attorney @ (October 1993 - Present)
- Member @ (January 2003 - January 2025)
- Instructor, Estate Planning Basics @ LawReviewCLE (August 2013 - September 2013)
- Instructor, Business Mathematics @ DeAnza Community College (January 1994 - January 1998)
- Contracts Attorney @ VeriFone (January 1992 - January 1993)
- General Counsel and VP-Finance @ Costa Distributing (January 1989 - January 1992)
- Accounting Officer @ City of Sunnyvale, California (January 1986 - January 1989)
- Senior Accountant, Payroll @ County of Santa Clara, California (January 1986 - January 1986)
- Accountant 3 @ (January 1982 - January 1986)
- Staff Accountant, Audit Division @ Price Waterhouse (January 1981 - January 1982)
James Berge Education
- Golden Gate University, School of Law
LLM (Taxation)
1991-1992 - Santa Clara University School of Law
JD cum laude (Law)
1982-1986 - Santa Clara University Leavey School of Business
BSC magna cum laude (Accounting)
1977-1981
James Berge Skills
- Advance Directives
- Asset Protection
- Attorneys
- Business Transactions
- Buy-sell Agreements
- Charitable Gift Planning
- Charitable Giving
- Charitable Remainder Trusts
- Charitable Trusts
- Conservatorships
- Corporate Law
- Deeds
- Elder Law
- Estate & Gift Taxation
- Estate Administration
- Estate Law
- Estate Planning
- Estate Tax Planning
- Gift Tax
- Guardianship
- High Net Worth Individuals
- Inheritance Tax Planning
- Intergenerational Wealth Transfer
- Irrevocable Life Insurance Trusts
- LLC
- Limited Partnerships
- Living Trusts
- Medicaid
- Multi-generational wealth transfer
- Personal Trust Administration
- Planned Giving
- Powers of Attorney
- Prenuptial Agreements
- Preparation of Wills
- Probate
- Property Tax Exemption
- Property Tax Planning
- Revocable Trusts
- Special Needs Planning
- Special Needs Trusts
- Succession Planning
- Tax
- Tax Law
- Trust
- Trust Management
- Trust Services
- Trusts
- Veterans Benefits
- Wealth Transfer
- Wills
- Planning
- Buy Sell Agreements
- Audit
- Attorney
James Berge Summary
- James Berge, based in San Jose, CA, US, is currently a Estate Planning Attorney at Berge & Berge LLP. James Berge brings experience from previous roles at WealthCounsel, LLC, LawReviewCLE, DeAnza Community College and VeriFone. James Berge holds a 1991 - 1992 LLM in Taxation @ Golden Gate University, School of Law. With a robust skill set that includes Advance Directives, Asset Protection, Attorneys, Business Transactions, Buy-sell Agreements and more.
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