James E. Berge

When you work with James E. Berge, you are working with one of the most seasoned estate planning authorities in the San Francisco South Bay Area. Jim’s career is defined by a rare combination of legal and financial mastery, evidenced by his honors from Santa Clara University and his prestigious Elijah Watt Sells Award for his CPA exam performance. As a board-certified specialist, he has spent over 30 years mastering the nuances of probate, conservatorships, and disability planning. He is a long-standing member of WealthCounsel and the National Academy of Elder Law Attorneys, ensuring his clients always receive cutting-edge legal solutions. Jim is well-known for his ability to handle sensitive matters like special needs planning and charitable gifting with both technical precision and genuine care. His reputation for excellence is backed by thousands of successful client representations and frequent appearances on local radio to share his knowledge. Outside of his busy practice, Jim is a family man who enjoys traveling, playing golf, and tackling the daily crossword or Wordle. Having called San Jose home for sixty years, he takes great pride in helping his neighbors protect their legacies and provide for their loved ones through smart, proactive planning. Whether you are facing a complex tax issue or simply want to ensure your family is protected, Jim offers the steady, expert guidance you need.