Robinson & Wilson, A Law Corporation
About Us

Attorney Roberta Robinson is a California Board Certified Specialist in Estate Planning, Trust, and Probate Law. She is also rated AV Preeminent by Martindale-Hubbell, demonstrating a high degree of professional ability and ethical standards.

Attorney Daniel Wilson is a California Board Certified Specialist in Estate Planning, Trust, and Probate Law and has also obtained a Master of Laws in Taxation (LL.M Taxation) and is committed to carrying on the law firmʹs tradition of excellence under the mentorship of Roberta Robinson and will be here to counsel clients and their families decades into the future.

We are experienced in handling Probates in San Diego and strive to make the process as quick and efficient as possible. Whether you need a comprehensive estate plan or are administering the estate of a deceased loved one, an experienced lawyer can provide much needed advice and guidance. At Robinson & Wilson, A Law Corporation, in Rancho Bernardo in the city of San Diego, we offer professional legal services for Estate Planning, Trust Administration, and Probate. From drafting wills and living trusts to trust distributions and Probate, we are dedicated to helping your family protect assets at every step.

Roberta J. Robinson

Roberta J. Robinson
California Board Certified Specialist in Probate, Estate and Trust Law

robertarobinson@trustlaw.us

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.

Professional Associations and Memberships

  • San Diego County Bar Association, Probate, Trust and Estate Planning Section
  • San Diego North County Bar Association, Probate, Trust and Estate Planning Section, Co‑Chair
  • California State Bar Estate Planning, Trust and Probate Law Advisory Commission

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.

 

 

Daniel J. Wilson

Daniel J. Wilson
California Board Certified Specialist in Estate Planning, Trust, and Probate Law
Master of Laws in Taxation

danielwilson@trustlaw.us

Practice Areas

  • Will and Living Trust Drafting
  • Powers of Attorney and Advance Health Care Directives
  • Estate Planning Review
  • Will and Trust amendments and updates
  • Estate, Gift, Income, and Property Tax planning
  • Techniques for avoiding probate
  • Probates – Represent Executors and Administrators in Probate
  • Represent Trustee in Trust Administration

Education

  • University of San Diego School of Law
  • Master of Laws in Taxation in 2012
  • Juris Doctorate in 2012
  • University of California, Merced
  • Bachelor of Sciences in Business in 2009

Personal Philosophy

Daniel has a passion for working with people and assisting them achieve their goals. He provides clear and simple explanations to complex estate planning, trust administration, and probate issues. Daniel is outcome oriented with a focus on efficiency and clarity. Daniel understands that in both Estate Planning and Probate/Trust Administration these processes are often brand new to clients and he strives to explain it in a way that is clear and concise.

Daniel was part of the first graduating class of the University of California, Merced in 2009, and received his Bachelor of Science degree in Management with a minor in Psychology.

Daniel enjoys spending time with his wife and two children, playing basketball, and being outdoors.

Professional Associations and Memberships

  • Rancho Bernardo Community Foundation, Board Member
  • Rancho Bernardo Business Association
  • Probate Bench‑Bar Committee
  • San Diego County Bar Association
  • North County Estate Planning Council
  • San Diego North County Bar Association

Services

  • 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

  • Probate and Trust Administration

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