POWELL & ROBERTS INC.
Mark Powell and Tracy Roberts have nearly 40 years of combined estate planning experience. Both Mark and Tracy spent the early years of their careers in the trusts and estates practices at some of the largest law firms in Southern California, where they developed technical skills and experiential knowledge that few estate planners possess.
For the last 10 years, estate planning has undergone significant changes. Tax laws have relaxed, reducing the need for complexity in many estate plans, but law firm billing practices intensified, leading most firms to focus on complex work for ultra-high net worth estates to justify top billing rates. It is harder than ever to find experienced estate planners who believe your plan should be no more and no less complicated than you need. That is what Mark and Tracy set out to do when they established Powell Roberts, Inc.
Unlike many estate planning firms, Powell Roberts, Inc., has a significant trust administration practice, which means we are there to help after a death. Our willingness to head into probate court when necessary and our association with California Licensed Professional Fiduciary Matt Flemming mean we can counsel you through all aspects of planning and administration.
40 years of combined estate planning experience developing the technical skills and experiential knowledge that few estate planners have.
Tracy J. Roberts
A 2003 and 2004 graduate of Princeton Theological Seminary (Master of Divinity and Master of Theology), worked as a chaplain at the Trenton Psychiatric Hospital in Trenton, New Jersey where he gained extensive experience in engaging people with mental and physical capacity challenges. He then taught seminary students at Princeton Theological Seminary, Emory University and Columbia Theological Seminary. During this time, he published nineteen articles and spoke extensively to audiences throughout North America. After relocating to Southern California, Matt joined his brother-in-law, Mark Powell, in establishing a professional fiduciary practice. He specializes in managing the personal affairs and health care of people suffering from dementia or diminished capacity. Matt is a California Licensed Professional Fiduciary (Lic. #911) and a National Certified Guardian.
Has over 19 years of experience in estate planning, charitable planning, trust administration and probate law Since 2005, Tracy has been certified by the State Bar of California Board of Legal Specialization as a specialist in estate planning, trust and probate law. She received her Juris Doctor from UCLA School of Law and her undergraduate degree from the University of Arizona. Tracy enjoys working with individuals and families to create a plan that is specific to the needs and wishes of each client. Outside of the office, Tracy has a passion for helping animals and is the current President of the Orange County Society for the Prevention of Cruelty to Animals.
A Fellow of the American College of Trust and Estate Counsel, and since 2009, he has been certified by the State Bar of California Board of Legal Specialization as a specialist in estate planning, trust and probate law. Mark has written extensively in a variety of media and has been named by Worth Magazine as one of the Top 100 Attorneys in the estate planning field. Mark taught graduate level tax law classes at Chapman University School of Law in charitable tax planning and the law of exempt organizations. Mark received his Juris Doctor from Mercer University School of Law and his undergraduate degree from the University of Georgia. He currently serves on the board of directors for the Laguna Beach High School Scholarship Foundation. He is also a member of the advisory board of the Alona Cortese Elder Law Clinic at Chapman University School of Law.
I procrastinated for a long time before doing anything about any estate planning, a will or trust or other legal documents that would express my wishes, all because I was concerned about making a mistake. I did not fee
Huntington Beach, CA
For years, I talked about getting my estate in order, but I dreaded the idea of paying a lawyer to drag me through long discussions about the law. Powell & Roberts pinpointed the issues that were relevant to me and
We were suspicious about whether we would get “real” legal advice since we weren’t sitting down in a law office. We heard we needed to transfer our real estate into our trust, and that really worried us. The Powe
San Diego, CA
We were thrilled with Powell & Roberts because it was user-friendly and it cost a fraction of hiring a traditional law firm. Each issue was clearly explained in layman’s terms so that we could make decisions with
Dan and Nana H.