Practice AreasWill and Living Trust drafting and reviewPowers of Attorney and Advance Health Care DirectivesWill and Trust Amendments and UpdatesEstate, Gift, Income, and Property Tax planning Techniques for avoiding probateRepresent Executors and Administrators in ProbateRepresent Trustee in Trust AdministrationAdvanced Estate Tax Planning: Irrevocable Trusts, Gifting Trusts, Grantor Retained Trusts (GRIT, GRAT, GRUT, QPRT), Life Insurance TrustsCharitable Planning ? Charitable Trusts (CRAT, CRUT, CLT) EducationUniversity of San Diego School of Law ? Juris Doctorate in 1977University of California, Irvine ? Bachelor of Arts in 1974Personal PhilosophyRoberta 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. View More ?
43 years of experience