Margaret R. Roisman

Margaret R. Roisman

Attorney Profile

Top Rated Estate Planning & Probate Attorney in Oakland, CA

Roisman Henel LLP
 | 1999 Harrison Street, Suite 1400
Oakland, CA 94612
Phone: 510-466-6000
Selected to Super Lawyers: 2004 - 2017
Licensed Since: 1982
Practice Areas:
  • Estate Planning & Probate
Attorney Profile

Margaret R. Roisman is a partner at Roisman Henel, LLP. She is a Fellow of the American College of Trusts & Estates Counsel (ACTEC) and is certified by the California State Bar Board of Legal Specialization as a specialist in estate planning, trust and probate law. Each year since 2004, she has been selected by her peers as one of Northern California’s “Super Lawyers.” She has also been named as one of the Top 100 Lawyers in Northern California from 2005 through 2011, and as one of the Top 50 Women Lawyers in Northern California from 2005 through 2013. In addition, Margaret has been selected by her peers for inclusion in the 20th, 21st, and 22nd Editions of The Best Lawyers in America in the practice area of Trusts and Estates.

Margaret has over 30 years of experience in providing sophisticated estate planning services to clients with a wide range of family and financial circumstances. Her practice also includes representation of surviving spouses, trustees, and executors for the administration of revocable trusts and probate estates.

About Margaret Roisman

Admitted: 1982, California

Professional Webpage: http://roismanhenel.com/our-attorneys/margaret-r-roisman/

Honors and Awards:

  • Order of the Coif, U C Berkeley School of Law (Boalt Hall), 1982
  • Oberlin College, B.A., magna cum laude, Phi Beta Kappa, Oberlin College, 1967

Special Licenses/Certifications:

  • Certified Specialist, Probate, Estate Planning and Trust Law, The State Bar of California Board of Legal Specialization, 1992

Bar/Professional Activity:

  • Women Lawyers of Alameda County 1984-2011
  • Estate Planning Council of the East Bay 1983-2011
  • California Bar Association, Trusts & Estates Section, Executive Committee (TEXCOM) 2010-2011
  • Alameda County Bar Association (ACBA) Trusts & Estates Section (1991-2010) Chair 2006, Vice-Chair 2004-2005, Secretary 2003, Treasurer 2002, Chair, Estate Planning Committee 2000-2001, Vice-Chair, Estate Planning Committee 1996-1999
  • East Bay Trusts & Estates Lawyers (EBTEL) (2010 - )
  • American College of Trusts & Estate Counsel (ACTEC)

Pro bono/Community Service:

  • ACBA Volunteer Legal Services Corporation (VLSC) 2010-2011;  Asian Pacific Fund, Professional Advisory Committee, 2001-2013

Scholarly Lectures and Writings:

  • 6/19-20/85 and 6/29/85 “How to Draft Wills,” CEB, Oakland and San Francisco
  • 4/17/91 “Fundamentals of Estate Planning,” CEB, San Francisco
  • 9/17/94 “Estate Planning Seminar with a Focus on Wills and Living Trusts,” (all-day seminar) KPFA Radio, Berkeley
  • 1/18/95 “Planning with Life Insurance,” Oakland East Bay Association of Life Underwriters, Oakland
  • 2/22/95 “Succession Planning with Life Insurance Trusts,” The Directors’ Roundtable Family Wealth Planning Seminar, Santa Clara
  • 5/17/95 “Irrevocable Life Insurance Trusts,” American Benefit Institute, Westin Hotel, Millbrae
  • 10/24/95 “Estate Planning Using a Family Limited Partnership,” Panel for Holy Names College Luncheon, Oakland
  • 4/18/96 “Is a Family Limited Partnership Right for Your Client?” Ninth Annual East Bay Trust Forum, Northern Trust Bank and the ACBA Estate Planning, Trust & Probate Section, Oakland
  • 7/22/97 “Using Family Limited Partnerships in Estate Planning,” ACBA Estate Planning, Trust and Probate Section, Estate Planning Committee, Oakland
  • 5/26/99 “Complete Planner Seminar” (charitable planning), Panelist, Leave a Legacy, Oakland
  • 7/12/00 “Planning and Drafting in the Face of Uncertain Tax Law,” ACBA Estate Planning, Trust and Probate Section, Estate Planning Committee, Oakland
  • 4/21/01 “Estate Planning for the Single, the Married, and those in Alternative Relationships,” (all-day seminar) KPFA Radio, Berkeley
  • 6/26/01 “Estate Planning Basics,” Resourceful Women, Presidio, San Francisco
  • 7/12/01 “The New Tax Act. . . Does It Spell Relief?” Panelist, U.S. Trust, Claremont Hotel, Oakland
  • 6/26/03, 10/10/02 “Basics of Estate Planning,” East Bay Regional Parks Foundation, Oakland
  • 8/13/03 “Planning Multi-Generational Trusts” (Part 1), 10/08/03 “Drafting Multi-Generational Trusts” (Part 2), ACBA Trusts and Estates Section, Estate Planning Committee, Oakland
  • 12/12/03 (San Francisco) 11/21/03 (Sacramento), Panel member, CEB “Planning, Drafting and Administering Multigenerational (Dynasty) Trusts (Advanced Course of Study)”
  • 9/28/04 “Appointing Successor Trustees: Who, When, and How,” ACBA Trusts and Estates Section, Trust Committee, Oakland
  • 6/9/10   “Appointing Successor Trustees: Who, When, and How,” East Bay Trusts and Estates Lawyers Spring Symposium, Oakland
  • Consultant, Drafting California Revocable Living Trusts (3rd Ed.), CEB, 1994
  • Co-Author, Funding a Revocable Trust, CEB Action Guide, 1993, and Update, 1995
  • Consultant, Drafting California Revocable Living Trusts (4th Ed.), CEB, 2003
  • Author, Chap. 19, “Accounting, Report, and Final Distribution,” California Decedent Estate Practice, CEB (May 2004) plus May 2005 update
  • Author, "Planning Multi-Generational Trusts with the Client," California Trusts & Estates Quarterly, Vol. 10, Issue 4, Winter 2004: 5-16

Educational Background:

  • University of California at Berkeley, Boalt Hall School of Law, J.D., 1982. Associate Editor, California Law Review, Order of the Coif, 1981
  • Harvard University School of Education, 1968
  • Oberlin College, B.A., magna cum laude, Phi Beta Kappa, 1967
Office Location for Margaret R. Roisman

1999 Harrison Street
Suite 1400
Oakland, CA 94612

 

Margaret R. Roisman:

Last Updated: 2/16/2017

Page Generated: 0.55868482589722 sec