Roberta Jeanette Robinson

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.

Univ of California Irvine

Undergraduate Degree

Univ of San Diego School of Law

Law Degree

Owner

Roberta J. Robinson, ALC

1977 - Current

Owner

Robinson & Wilson, APC

1977 - Current

What's New in Estate Planning - 2019, San Diego, CA

January 18, 2019

Annual Seminar

Specialist in Estate Planning, Trust, and Probate

State Bar of California

Estate Planning in San Diego

California State Bar

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.

California State Bar  # 74957

Member

1977 - Current

California

Since 1977

• Free Consultation
  60 Minute no charge consultation
• Credit Cards Accepted