Jeffrey Bergman



Jeffrey Bergman is in-house counsel at Charles Schwab, where he provides legal advice on trust administration, fiduciary income taxation, and other issues to Charles Schwab Trust Company and Charles Schwab Trust Company of Delaware.  He was previously an attorney in the Private Clients, Trusts, and Estates Group at Schiff Hardin LLP in Chicago.  He has co-authored articles or chapters for the Real Property, Trust and Estate Law Journal, the American Bankers Association magazine Trust & Investments, and several Illinois Institute of Continuing Legal Education practice handbooks.  Mr. Bergman received his J.D. from the University of Chicago Law School.

Areas of Expertise

  • Estate Planning
  • Taxation

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