Roberta Jeanette Robinson

Roberta Jeanette Robinson is a seasoned attorney specializing in estate planning and trust administration in Escondido, California. With a legal career rooted in comprehensive planning, Roberta excels in drafting and reviewing wills, living trusts, and powers of attorney. She is adept at creating advance health care directives and updating estate documents.

Roberta's expertise extends to sophisticated estate tax planning, including irrevocable trusts, gifting trusts, and grantor retained trusts such as GRIT, GRAT, GRUT, and QPRT. Her work in charitable planning encompasses charitable trusts like CRAT, CRUT, and CLT, ensuring tax-efficient asset transfer and probate avoidance.

A graduate of the University of San Diego School of Law with a Juris Doctorate in 1977, Roberta also holds a Bachelor of Arts from the University of California, Irvine (1974). Her personal philosophy is centered on guiding families through the complexities of asset transfer with clarity and compassion, considering the nuances of family dynamics.

Roberta is recognized for her ability to demystify complex legal concepts and is an engaging speaker on estate planning topics. Outside of her professional life, she enjoys family time, traveling, and skiing, reflecting her passion for both personal and professional growth.