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Roberta Jeanette Robinson

Certified Legal Specialist in Estate Planning, Trust, & Probate

47 years of experience
Estate Planning, Probate
California

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Biography

Practice Areas
Will and Living Trust drafting and review
Powers of Attorney and Advance Health Care Directives
Will and Trust Amendments and Updates
Estate, Gift, Income, and Property Tax planning Techniques for avoiding probate
Represent Executors and Administrators in Probate
Represent Trustee in Trust Administration
Advanced Estate Tax Planning: Irrevocable Trusts, Gifting Trusts, Grantor Retained Trusts (GRIT, GRAT, GRUT, QPRT), Life Insurance Trusts
Charitable Planning ? Charitable Trusts (CRAT, CRUT, CLT)

Education
University of San Diego School of Law ? Juris Doctorate in 1977
University of California, Irvine ? Bachelor of Arts in 1974
Personal Philosophy
Roberta helps families plan to transfer assets to the next generation while avoiding probate and miniming taxes.

Roberta also guides families through the trust administration and probate process. Roberta is well known for her ability to explain complex ideas in a clear manner. Roberta is an enthusiastic speaker on estate planning topics for the community. Because Roberta is sensitive to family dynamics, her services are delivered with compassion.

Roberta enjoys spending time with her family, traveling, and her longtime passion for skiing.

Practice Areas

Estate Planning: Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills

Probate: Probate Administration, Probate Litigation, Will Contests

Fees

Free Consultation
60 Minute no charge consultation
Credit Cards Accepted

Jurisdictions Admitted to Practice

California
Since 1977

Languages

English: Spoken, Written

Professional Experience

Owner: Roberta J. Robinson, ALC; 1977 - Current

Owner: Robinson & Wilson, APC; 1977 - Current

Education

Univ of California Irvine: Undergraduate Degree

Univ of San Diego School of Law: Law Degree

Awards

Best of Inland North County - Estate Planning: Pomerado News; 2018; This list includes businesses, restaurants and people whose excellent efforts make our area one of the most wonderful places on the planet in which to live, work and play.

Professional Associations