Robin Boren-Coleman Sexton

With over 28 years of experience as an attorney and counselor, Robin is a Vice President and Senior Wealth Planner at City National Bank, one of the leading providers of wealth management services in the country. She advises high to ultra-high net worth clients on complex financial, tax and estate planning issues, including transgenerational wealth transfer and business succession planning.

Robin's core competencies include estate planning, fiduciary services, taxation, trusts, and business exit planning. She provides customized and comprehensive solutions to her clients' unique needs and goals, while partnering with internal wealth management specialists and local professionals in the tax and legal communities. Robin is passionate about delivering educational seminars and meeting with clients to decipher their estate planning needs and engage them in the process. Robin is also a certified exit planning advisor, with a focus on helping business owners prepare for their exit and maximize their value.

California

Since 1996

California

State Bar of California

ID Number: 181517

Since 1996

Senior Wealth Planner/Vice President

City National Bank

2022 - Current

I advise high to ultra-high net worth clients on complex financial, tax and estate planning issues, including transgenerational wealth transfer and business succession planning. The next few years will prove pivotal in the wealth planning arena and I am excited to be a part of an amazing team, providing excellent advice to our clients.

Lead Fiduciary Advisory Specialist/Vice President

Wells Fargo Bank, NA

2018 - 2022

As part of the estate settlement team, I partnered with high net worth clients, Internal Wealth Management members, and local professionals in the tax and legal communities to efficiently administer complex trusts and estates and provide customized services to clients in the Southern California area.

Associate Attorney

The Morgan Law Group

2016 - 2018

Business Development for Diverse Estate Planning Practice Including Delivering Educational Seminars and Meeting with Clients to Decipher Estate Planning Needs and Engagement of Clients. Drafting of all Aspects of Estate Planning Documents, Including Revocable Living Trusts, Ancillary Documents, Testamentary Wills and ILITS, QPRTS, Stand Alone Retirement Plan Trusts and LLC’s for Advanced Estate Planning Comprehensive Administration of Trust, Probate Estate and Taxation Matters

Associate Attorney

Law Office of C.R. Abrams

2015 - 2016

Educational Seminar Presenter throughout Southern California to Potential Clients for Estate Planning Requirements Meeting with Clients to Decipher Estate Planning Needs, Selecting Most Suitable Estate Plan for Clients, Quoting Fees for Estate Planning Needs

Managing Partner

Law Office of Robin Boren-Coleman Sexton

2000 - 2016

Drafting of All Aspects of Clients’ Diverse Estate Planning Issues, including Developing Wills, Trusts, Reviewing, Modifying and Negotiating Estate Planning Matters. 21 years of Experience Handing a Diverse Caseload Trust and Estate Administration and Litigation Legal Research and Writing Performed in All Areas of the Law

Judicial Staff Attorney

Riverside Superior Courts

1997 - 2000

Researched and Prepared Opinions for Superior Court Judges on Wide range of Complex Legal Issues, Including, but not Limited to: Criminal, Probate, Civil, Family, Juvenile Law Assisted Court Administration in Deciphering Difficult Legal Issues and Assisted in the Formulation of New Court Policies Presented Opinions and Proposed Recommendations at Court Administrative and Judicial Meetings Researched and Recommended Legal Action for Superior Court Appellate Calendar Judges Served as Judge Pro Tempore

American Univ

Undergraduate Degree

Thomas Jefferson School of Law

Law Degree

California State Bar  # 181517

Member

1996 - Current