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.
Tracy Jordan Roberts has been practicing Trusts and Estates Law since 1997. She is certified by the State Bar of California Board of Legal Specialization as a legal specialist in Estate Planning, Trust and Probate Law. Tracy earned her Juris Doctor from the UCLA School of Law and holds a Bachelors of Art from the University of Arizona. In her practice, Tracy develops and implements comprehensive estate plans for individuals and families, ranging from basic wills and revocable trusts to complex wealth succession planning as well as charitable planning. Her multifaceted practice also includes providing guidance to individual and corporate fiduciaries in the administration of probate and trust estates, including post-death administration, estate tax returns, and fiduciary duties and obligations. She has also represented fiduciaries and beneficiaries in various probate and trust disputes such as will and trust contests, accounting objections, breach of fiduciary duties and removal of trustees. Tracy was born and raised in Southeast Arizona and moved to California in 1990. Tracy has been married to her husband, Brian, since 1991 and has many “furry four- legged children” that she has rescued. Tracy is the President of the Board of Directors for the Orange County Society for the Prevention for Animals and is a member of the Huntington Beach Rotary Club. When Tracy is not working or volunteering in the community, she enjoys spending time with her 6-year- old niece or watching a good movie.
Mark has been licensed as a California attorney since 1996. His law practice has always focused exclusively on trusts and estates, and he worked at several pre-eminent Orange County law firms before establishing his own law firm, including Freeman, Freeman & Smiley, Baker & Hostetler, Snell & Wilmer and Albrecht & Barney. Because of his extensive knowledge of estate planning, the California State Bar Board of Legal Specialization has certified him as a specialist in estate planning, trust and probate law since 2009. Mark’s reputation was recognized nationally when he was elected a Fellow of the American College of Trust and Estate Counsel (www.actec.org). ACTEC Fellows are appointed by their peers based on substantial contributions to the estate planning field through lecturing, writing, teaching and participating in bar activities. Mark’s articles have appeared in trade journals such as California Tax Lawyer, Tax Notes Today, Journal of Accountancy, Probate & Property, Trusts & Estates, and California Trusts & Estates Quarterly. He has lectured at the California Tax Bar & California Tax Policy Conference, the University of Southern California Gould School of Law Tax Institute, the Annual Meeting of the California Tax Bar, and a variety of other education events sponsored by the California Society of CPAs, the American Institute of CPAs, the Orange County Bar Association Trusts & Estates Section, the Estate Planning Council of San Gabriel Valley, and the Estate Planning and Trust Council of Long Beach. Wealth Magazine named Mark as one of the Top 100 estate planning attorneys in the country. Mark grew up in a small town in Georgia and moved to Laguna Beach the year he passed the bar exam. He is married to an investment banker, and they have two sons. Their oldest is a student at a small liberal arts college outside Montreal, and their youngest is a high school senior. In his free time, Mark likes snapping photographs with an old Nikon, sailing any boat he can get his hands on, and hiking. He serves as an officer on the board of directors of the Laguna Beach High School Scholarship Foundation. He is also active at St. Mary's Episcopal Church, and he is an associate of the Benedictine Order of Holy Cross.
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.