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Margaret Rockwell Roisman

Margaret Rockwell Roisman

Practice areas:

Probate, Estate Planning, Trusts

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About Me

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 probate, estate planning, and trust 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 and 21st 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.


 


Estate Planning:


Margaret advises individuals from a wide variety of backgrounds regarding sophisticated (or simple) estate-planning techniques, and implements plans using appropriate documents and transfers, including: 



  • Trusts for children and other beneficiaries to provide for management, care, and flexibility in tax planning

  • Generation-skipping transfer trusts (“dynasty” trusts)

  • Charitable remainder trusts (CRT)

  • Charitable lead trusts (CLT)

  • Life insurance trusts (ILIT)

  • Family limited partnerships and limited liability companies (FLP and LLC)

  • Qualified personal residence trusts (QPRT)

  • Sales to intentionally defective grantor trusts

  • Grantor retained annuity trusts (GRAT)

  • Qualified domestic trusts for non-citizen spouses (QDOT)

  • Special needs trusts (SNT)

  • Intra-family loan transactions


 


Trust and Probate Administration:


Margaret advises trustees, executors, and beneficiaries regarding the administration of decedents’ estates and trusts, including:



  • Preparation of estate tax returns

  • Post-mortem tax planning and preparing disclaimers

  • Court proceedings for probate estates and trusts

  • Instructions to trustees on death of a settlor and for continuing trusts

  • Substituted judgment petitions in conservatorships

  • Asset allocation and transfer documentation


 


Professional Background:


 


Roisman Henel LLP, Partner, May 2002 to present


 


Crosby, Heafey, Roach & May PC, Director (Partner) 1990 to 2002, Associate 1982‑1989


 


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


 


American College of Trusts & Estates Counsel (ACTEC) 2005 to present


 


Education:


 


University of California at Berkeley, BoaltHallSchool of Law, J.D., 1982.
Associate Editor, California Law Review, 1981-1982. Order of the Coif


 


Harvard University School of Education, 1968-1969


 


OberlinCollege, B.A., magna cum laude, 1967. Phi Beta Kappa


 


Professional and Civic Memberships:


 


AmericanCollege of Trusts & Estates Counsel (ACTEC), Fellow, 2005 to present


 


State Bar of California: Trusts & Estates Section, 1983 to present


 


State Bar of California, Trusts & Estates Section Executive Committee, 2010 to present


 


East Bay Trusts & Estates Lawyers, 2010 to present


 


Alameda County Bar Association: Trusts and Estates Section, 1990 to 2010:


·         Chair 2006


·         Vice-Chair 2004 to 2005


·         Secretary 2003


·         Treasurer 2002


·         Chair, Estate Planning Committee 2000 to 2001


·         Vice-Chair, Estate Planning Committee 1996 to 1999


 


Estate Planning Council of the EastBay, 1983 to present:


·         Member, Board of Directors, 2003 to 2006


 


Women Lawyers of AlamedaCounty, 1984 to present


 


American Bar Association: Section on Real Property, Probate and Trust Law, 1983 to 2005


 


Asian Pacific Fund, Professional Advisory Committee, 2001 to present


 


Oakland Public Library Foundation, Board of Directors, 2003 to 2005


 


Family Service of the East Bay, Board member, 1984 to 1990, 1994 to 1996


 


Task Force on Public Interest Law, Boalt Hall School of Law, U. C. Berkeley 1994 to 1995 

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Practice Areas

Licensed since 1982

  1. Probate: 34%
  2. Trusts: 33%
  3. Estate Planning: 33%

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Contact Info

Roisman Henel LLP

1999 Harrison Street Suite 1400
Oakland, CA, 94612

Resume

License
StateStatusAcquiredUpdated
CAActive198205/25/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Super LawyerNorthern California Super Lawyers2013
Top 50 Women LawyersNorthern California Super Lawyers2013
AV Preeminent 5.0 out of 5 Peer ReviewMartinedale-Hubbell2013
Top 50 Women LawyersNorthern California Super Lawyers2012
Super LawyerNorthern California Super Lawyers2012
Top 100 LawyersNorthern California Super Lawyers2011
Super LawyerNorthern California Super Lawyers2011
Top 50 Women LawyersNorthern California Super Lawyers2011
Super LawyerNorthern California Super Lawyers2010
Top 100 LawyersNorthern California Super Lawyers2010
Top 50 Women LawyersNorthern California Super Lawyers2010
Top 50 Women LawyersNorthern California Super Lawyers2009
Super LawyerNorthern California Super Lawyers2009
Top 100 LawyersNorthern California Super Lawyers2009
Super LawyerNorthern California Super Lawyers2008
Top 100 LawyersNorthern California Super Lawyers2008
Top 50 Women LawyersNorthern California Super Lawyers2008
Top 100 LawyersNorthern California Super Lawyers2007
Top 50 Women LawyersNorthern California Super Lawyers2007
Super LawyerNorthern California Super Lawyers2007
Top 50 Women LawyersNorthern California Super Lawyers2006
Super LawyerNorthern California Super Lawyers2006
Top 100 LawyersNorthern California Super Lawyers2006
Top 50 Women LawyersNorthern California Super Lawyers2005
Super LawyerNorthern California Super Lawyers2005
Top 100 LawyersNorthern California Super Lawyers2005
Super LawyerNorthern California Super Lawyers2004
20th Edition in the practice area of Trusts & EstatesBest Lawyers in AmericaN/A

Work Experience
TitleCompany NameDuration
PartnerRoisman Henel LLP2002 - Present
Director, PartnerCrosby, Heafey, Roach & May PC1990 - 2002

Associations
Association NamePosition NameDuration
State Bar of CaliforniaTrusts & Estates Section Executive Committee2010 - Present
East Bay Trusts and Estates LawyersN/A2010 - Present
American College of Trusts & Estates Counsel (ACTEC)Fellow2009 - Present
Alameda County Bar Association: Trusts and Estates SectionChair2006 - 2006
Alameda County Bar Association: Trusts and Estates SectionVice Chair2004 - 2009
Oakland Public Library FoundationBoard of Directors2003 - 2005
Alameda County Bar Association: Trusts and Estates SectionSecretary2003 - 2003
Estate Planning Council of the East BayMember, Board of Directors2003 - 2006
Asian Pacific FundProfessional Advisory Committee2001 - Present
Alameda County Bar Association: Trusts and Estates SectionChair, Estate Planning Committee2000 - 2001
Alameda County Bar Association: Trusts and Estates SectionVice Chair, Estate Planning Committee1996 - 1999
Family Service of the East BayBoard Member1994 - 1996
University of California at Berkeley, Boalt Hall School of LawTask Force on Public Interest Law1994 - 1995
Alameda County Bar Association: Trusts and Estates SectionMember1990 - 2010
Women Lawyers of Alameda CountyN/A1984 - Present
Family Service of the East BayBoard Member1984 - 1990
American Bar AssociationSection on Real Property, Probate and Trust Law1983 - 2005
Estate Planning Council of the East BayN/A1983 - Present
State Bar of CaliforniaTrusts and Estates Section1983 - Present

Publications
Publication NameTitleDate
California Trusts & Estates Quarterly, Vol. 10, Issue 4, Winter 2004: 5-16Planning Multi-Generational Trusts with the Client (Author)2004
California Decedent Estate Practice, CEB (May 2004) plus May 2005 updateAccounting, Report, and Final Distribution (Author)2004
California Continuing Education of the Bar (CEB)Drafting California Revocable Living Trusts, 4th Edition (Consultant)2003
California Continuing Education of the Bar (CEB)Drafting California Revocable Living Trusts, 3rd Edition (Consultant)1994
CEB Action Guide, 1993, and Update, 1995Funding a Revocable Trust (Co-Author)1993

Education
School NameMajorDegreeGraduated
University of California at Berkeley, Boalt Hall School of LawLawJD - Juris Doctor1982
Oberlin CollegeN/AB.A., magna cum laude, Phi Beta Kappa1967
Harvard University School of EducationN/A1968-1969N/A

Speaking Engagements
Conference NameTitleDate
Spring Symposium, OaklandAppointing Successor Trustees: Who, When, and How2010
Trust Committee, OaklandAppointing Successor Trustees: Who, When, and How2004
Trusts and Estates Section, Estate Planning Committee, OaklandPlanning Multi-Generational Trusts (Part 1), Drafting Multi-Generational Trusts (Part 2)2003
San Francisco and SacramentoPlanning, Drafting and Administering Multigenerational (Dynasty) Trusts (Advanced Course of Study), Panel Member2003
OaklandBasics of Estate Planning2003
OaklandBasics of Estate Planning2002
Presidio, San FranciscoEstate Planning Basics2001
Claremont Hotel, OaklandThe New Tax Act. . . Does It Spell Relief?2001
all-day seminar, BerkeleyEstate Planning for the Single, the Married, and those in Alternative Relationships2001
Oakland County Bar FoundationComplete Planner Seminar” (charitable planning), Panelist1999
Ninth Annual East Bay Trust Forum, Northern Trust Bank and the ACBA Estate Planning, Trust & Probate Section, OaklandIs a Family Limited Partnership Right for Your Client?1996
Westin Hotel, MillbraeIrrevocable Life Insurance Trusts1995
The Directors’ Roundtable Family Wealth Planning Seminar, Santa ClaraSuccession Planning with Life Insurance Trusts1995
Panel for Holy Names College Luncheon, OaklandEstate Planning Using a Family Limited Partnership1995
Oakland East Bay Association of Life Underwriters, OaklandPlanning with Life Insurance1995
(all-day seminar), BerkeleyEstate Planning Seminar with a Focus on Wills and Living Trusts1994
San FranciscoFundamentals of Estate Planning1991
Oakland and San FranciscoHow to Draft Wills1985
Trust and Probate Section, Estate Planning Committee, OaklandUsing Family Limited Partnerships in Estate PlanningN/A
Trust and Probate Section, Estate Planning Committee, OaklandPlanning and Drafting in the Face of Uncertain Tax LawN/A