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4.5/5 (2)
4.5/5 (2)
4.5/5 (2)
4.5/5 (2)
4.5/5 (2)
4.5/5 (2)

Biography

Robert is graduate of UCLA and Harvard Law School. He also earned his Certificate of Fiduciary Management from the California State University in Fullerton. Before establishing Earnest Trust Management, Robert practiced law for 30 years for both international law firms, including Paul Hastings in Los Angeles, and multinational companies, such as ARCO and Nissan.  Although our clients benefit from Robert's legal education and experience, no attorney-client relationship exists when Robert is retained as a trustee, agent or conservator. Born and raised in Los Angeles, Robert is now a resident of Arcadia and has resided in the San Gabriel Valley since 1990.  With his family, he was actively involved in youth organizations and the Arcadia schools. He was recently recognized with the Silver Beaver Award for distinguished service to youth by his local Scouting council. Robert is presently active in his community through the Pasadena Rotary Club and The University Club of Pasadena. Professionally, Robert is active with ProVisors, local Estate Planning Councils (Azusa, Glendale and San Gabriel Valley), the Pasadena Bar Association, the Professional Fiduciary Association of California and the Fiduciary Round Table of San Gabriel Valley.

Education

  • Harvard Law School, JD, cum laude (1987)
  • University of California, Los Angeles, B.A., Economics, summa cum laude, Phi Beta Kappa (1984)

Specialties

  • Asset Management Services
  • Bill Payment Services
  • Charitable Remainder Trust
  • Conservatorship of Estate
  • Conservatorship of the Person
  • Consultant Services
  • Daily Money Manager
  • Diversified Personal Services
  • Fiduciary Accounting
  • Financial Advisor
  • Firearms Safety Certified
  • Guardian Ad Litem
  • Guardianship
  • Insurance Trust Administration
  • Limited Conservatorships
  • Personal Financial Management
  • Power of Attorney
  • Probate Administrator
  • Real Estate/Finance
  • Receiver
  • Representative Payee
  • Special Needs Trust Administration
  • Tax Specialist
  • Trust Administration
  • Trust Litigation
  • Wealth Management Planning

Certifications

  • National Certified Guardian, Center for Guardianship Certification (2017)
  • Certificate in Professional Fiduciary Management for Trustees, California State University, Fullerton (2016)
  • California Licensed Attorney, The State Bar of California, License 130053 (1987)

Languages

  • English