Ann Marshall Robbeloth

Ann Marshall Robbeloth, JD, MSW, has been working in the fields of Estate Planning, Conservatorship and Elder Law since 1997. She opened her law office in 2005, with the goal of incorporating the unique qualities of each client into the planning process. She uses her legal and cooperative family skills to assist individuals and families to make informed decisions. Ann assists families with probate avoidance and tax 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 the needs of their children, 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 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 to avoid court involvement and maximize tax savings available to clients through careful structuring of beneficiaries on retirement accounts. Ann volunteers as a presenter for the New Attorney Roundtable through the Silicon Valley Bar Association, with the goal of educating young attorneys entering her field of practice.

Ann is an active member of the State Bar of California, the Silicon Valley Bar Association, and the Academy of Special Needs Planners.

Ann, her husband Scott, their son Peter and daughter Hannah live in the Los Gatos Mountains, where they enjoy hiking and gardening.