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James E. Berge, Managing Partner

Estate Planning Elder Law Attorney James E. Berge

James E. Berge is the founder and managing partner of the Law Offices of Berge & Berge.  Mr. Berge is a California State Bar Certified Specialist in Estate Planning, Trust and Probate Law, has a Master’s Degree in Tax Law, and is a California Certified Public Accountant. In practice since 1993, Mr. Berge limits his practice to estate planning, elder law, federal estate and gift tax planning, trust and estate administration, probate, and disability planning.  Mr. Berge is a graduate of Santa Clara University School of Business (B.S.C., Magna Cum Laude, Accounting, 1981), Santa Clara University School of Law (J.D., Cum Laude, 1986), and Golden Gate University School of Law (L.L.M. Taxation, 1991). He lectures frequently on a variety of estate planning topics and is an author of the award-winning book “Special Needs Trusts:  Planning, Drafting and Administration”, published by California Continuing Education of the Bar. A San Jose resident since 1963, his roots are deep within the local community. An avid golfer, tennis player, and bicyclist, Mr. Berge resides with his wife and two minor children in San Jose, and is active in a variety of community and charitable activities.


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