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Roberta Jeanette Robinson

Roberta Jeanette Robinson

Certified Legal Specialist in Estate Planning, Trust, & Probate
  • Estate Planning, Probate
  • California
Badges
Claimed Lawyer ProfileSocial Media
Summary

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.

Education
Univ of California Irvine
Undergraduate Degree
Univ of San Diego School of Law
Law Degree
Professional Experience
Owner
Roberta J. Robinson, ALC
- Current
Owner
Robinson & Wilson, APC
- Current
Speaking Engagements
What's New in Estate Planning - 2019, San Diego, CA
Annual Seminar
Certifications
Estate Planning in San Diego
California State Bar
Specialist in Estate Planning, Trust, and Probate
State Bar of California
Awards
Best of Inland North County - Estate Planning
Pomerado News
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
California State Bar # 74957
Member
- Current
Jurisdictions Admitted to Practice
California
Fees
  • Free Consultation
    60 Minute no charge consultation
  • Credit Cards Accepted
Practice Areas
  • Estate Planning
  • Probate
Languages
  • English: Spoken, Written
Social Media
Websites & Blogs
Website
Probate Specialist Website
Blog
Probate Specialist Blog
Contact & Map
11665 Avena Pl
Suite 108
San Diego, CA 92128
USA
Telephone: (858) 485-1990
Fax: (858) 487-8240