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Ann Marshall Robbeloth, JD/MSW, has been working in the fields of Estate Planning, Conservatorship and Elder Law for over a decade. She has built her practice around the idea that planning for the future of a family must incorporate all the unique qualities that make each of us who we are. Ann works with her clients to plan for their immediate and long-term security. With an educational approach, Ann uses her legal and cooperative family skills to assist each individual to make informed decisions. Ann assists families with wealth planning, incapacity, special needs and elder care. Part of Ann’s practice involves working with families and individuals after the loss of a loved one. Whether assisting parents to plan for their children’s needs, working through options to support a favorite charity, or dealing with life transitions, Ann is willing to listen, explain, and support clients throughout the process.
Ann graduated from Santa Clara University with a Bachelor of Science Degree in Political Science and Psychology. She graduated from Tulane University with a Juris Doctor, as well as a Master of Social Work. While at Tulane University, Ann represented juvenile delinquents with the Tulane Juvenile Law Clinic. She also supported the New Orleans Pro Bono Project by grant-writing and receiving funding for a multi-disciplinary training program for attorneys and social workers in the Orleans Parish Family Law Court. She clerked for Judge Leonard Edwards of the Santa Clara County Dependency Court. Ann has worked in various capacities to bridge the gap between the legal and social services available in our communities.
Ann is a frequent speaker at Bay Area events, and has spoken to groups regarding Estate and Wealth Planning, Planning for Special Needs Families, Conservatorship, and Elder Law. Recently, Ann has coordinated with a number of local financial planning firms to educate financial advisors on ways they can assist their clients to avoid court involvement and to plan for transitions within families.
Ann is an active member of the State Bar of California and the Silicon Valley Bar Association. She is a supporter of Hope Services, the Bill Wilson Center’s Future Families Program, and the Muscular Dystrophy Association.
Ann and her husband Scott live in the Los Gatos Mountains, where they enjoy hiking and gardening.
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