About

With over 28 years of enjoy as an legal professional and counselor, Robin Boren-Coleman Sexton is a Vice President and Senior Wealth Planner at City National Bank, providing expert advice on complicated financial, tax, and property planning troubles for high to extremely-excessive internet worth customers. Robin Boren-Coleman Sexton is a particularly experienced legal professional primarily based in Irvine, California, with over 28 years of revel in within the subject. She currently serves as a Vice President and Senior Wealth Planner at City National Bank, a leading provider of wealth control services inside the united states. In her position, Robin advises high to ultra-high internet worth customers on a extensive range of complicated monetary, tax, and estate making plans troubles. One of Robin's center competencies is estate planning, wherein she facilitates clients navigate the intricacies of making a complete property plan that aligns with their specific desires and dreams. She also makes a speciality of fiduciary services, taxation, trusts, and commercial enterprise go out planning, offering tailored answers to satisfy her clients' specific requirements. Robin is devoted to delivering academic seminars and engaging with customers to make certain they fully understand their property making plans needs. She works intently with inner wealth management experts and local experts inside the tax and felony communities to offer holistic and personalised advice to her customers. In addition to her position as a wealth planner, Robin is an authorized go out making plans marketing consultant, that specialize in assisting enterprise owners in making ready for their exit and maximizing their enterprise's value. Her knowledge and ardour for helping clients obtain their financial goals make her a precious asset to the City National Bank team. Overall, Robin Boren-Coleman Sexton's significant revel in and determination to her clients make her a depended on and dependable partner in navigating the complexities of wealth management and estate making plans.

Legal Issues

Estate Planning

Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills

Tax Law

Business Taxes, Estate Tax Planning, Income Taxes, Property Taxes, Tax Planning

Certificates

No Certifications

Languages

• English: Spoken, Written
• French: Spoken
• Spanish: Spoken, Written

Accepted Jurisdictions

Experience

• Senior Wealth Planner/Vice President
  City National Bank
  2022
• Lead Fiduciary Advisory Specialist/Vice President
  Wells Fargo Bank, NA
  2018
• Associate Lawyer
  The Morgan Law Group
  2016
• Associate Lawyer
  Law Office of C.R. Abrams
  2015
• Managing Partner
  Law Office of Robin Boren-Coleman Sexton
  2000
• Judicial Staff Lawyer
  Riverside Superior Courts
  1997

Education

Associations

Costs

Location