Robin Boren-Coleman Sexton
Trusts, Estate Planning, Income Tax, Gift Taxation, Wills, Estate Administration
Founded in:
1873
Firm Size:
1
Robin Boren-Coleman Sexton
Main Office
18111 Von Karman
Irvine, CA 92612
Office Hours
Other Locations
33.6803597,-117.853973
About Law Firm
With over 28 years of experience as an attorney and counselor, Robin is a Vice President and Senior Wealth Planner at City National Bank, one of the leading providers of wealth management services in the country. She advises high to ultra-high net worth clients on complex financial, tax and estate planning issues, including transgenerational wealth transfer and business succession planning.
Robin's core competencies include estate planning, fiduciary services, taxation, trusts, and business exit planning. She provides customized and comprehensive solutions to her clients' unique needs and goals, while partnering with internal wealth management specialists and local professionals in the tax and legal communities. Robin is passionate about delivering educational seminars and meeting with clients to decipher their estate planning needs and engage them in the process. Robin is also a certified exit planning advisor, with a focus on helping business owners prepare for their exit and maximize their value.
Robin's core competencies include estate planning, fiduciary services, taxation, trusts, and business exit planning. She provides customized and comprehensive solutions to her clients' unique needs and goals, while partnering with internal wealth management specialists and local professionals in the tax and legal communities. Robin is passionate about delivering educational seminars and meeting with clients to decipher their estate planning needs and engage them in the process. Robin is also a certified exit planning advisor, with a focus on helping business owners prepare for their exit and maximize their value.
Reviews
I am incredibly grateful for the exceptional service we received from Morgan Law Group, especially Erin and Shannon. From the moment we walked in, they made us feel welcome and at ease, ensuring that every step of the process was smooth and comforting. They took the time to understand our needs and desires, tailoring every detail to our unique situation. Their professionalism and genuine care gave us peace of mind, knowing that when the time comes, everything will be handled with the utmost care and attention. We are so thankful for their support and expertise throughout this experience. Highly recommend Morgan Law Group for anyone seeking thoughtful, compassionate legal guidance! The Mejorado’s
We had been putting our whole "Afterlife Planning" on the back burner for years. We finally pulled the trigger on the advice of our dependable realtor. Erin and Co. on behalf of Morgan Law made this entire process as painless and transparent as we could hope for. The great thing of it all..is that unlike other service providers, they have made themselves available for any future inquiries or concerns. Do yourselves a favor and take care of your loved ones. It a necessity not a process to be taken lightly. Thank you Erin!
Thanks for the service you provide, it was an absolute pleasure meeting you and having my Mother's Trust updated. I had my trust completed with Darlynn a few years ago, and was very impressed. So, I wanted my Mom to get her trust updated and Erin did a great job. Also, Shane was very thorough explaining all information during signing ceremony. I have referred many family and friends to Morgan Law Group, and will continue to refer - due to the great service they provide! Godspeed.
The thought of having a living trust was stressful and I wondered if I would be able to understand everything at 86 years old. Morgan Law Group provided a very warm and reassuring environment. Everything went very smoothly. I felt relaxed and everything was explained so that I completely understood the whole process. Darlynn, Shane and Trisha have great people skills. They kept everything flowing smoothly and kept in frequent contact so you didn’t feel as if you were in limbo. I highly recommend Morgan Law group if you need a living trust or will prepared. They are the best
Erin and Shane were incredibly thorough and helpful in assisting us in creating our family trust. They took the time required to understand our needs and it was clear that they are passionate about helping people secure their family's wellbeing.