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Robin M. Petersen

Estate planning Attorney at Indialantic, FL

5.0   15 reviews
  • State Years
    Florida - FL 41 years
    Virginia - VA 34 years
  • Licensed for 41 years
    State FL
    Acquired 1982
    Status
    Member in Good Standing No misconduct found
  • Licensed for 34 years
    State VA
    Acquired 1989
    Status
    Associate No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Robin

Learn Robin’s areas of practice.

5
Practice areas
  1. Elder law
    25%
    Elder Law, estate planning, wills, trusts, medicaid planning for nursing home costs, asset protection, advance directives for medical and financial coverage, durable power of attorney, health care advance directives, living wills, guardianships for minors,guardian advocacies, contested guardianships, contested probate proceedings, contested trust administrations, complete trust admisistration services, life care planning. Includes VA pension benefits (Aid and Attendance) for medical expenses.

    41 years

  2. Estate planning
    25%
    All the areas mentioned in Elder Law plus tax planning for estate, gift, and generation-skipping transfers. Streamlining the estate transfer process.

    41 years

  3. Trusts
    20%
    Drafting revocable and irrevocable trusts and administering them during the life or after the death of the trust maker.

  4. Guardianship
    15%
    Handling the procedure of court supervised monitoring of the affairs of an incapicated person.

    41 years

  5. Probate
    15%
    The process of court supervised monitoring of the transfer of assets from a decedant to the heir.

    41 years

ESTATE PLANNING & ELDER LAW CENTER OF BREVARD

     Robin Petersen is the Founder and Managing Partner of the Estate Planning & Elder Law Center of Brevard, which has been serving Brevard County since 1991.  The practice focuses exclusively in the areas of Estate Planning and Elder Law, Wills and Trusts, Probate and Trust Administration (representing the executor or trustee, as well as serving as the executor or trustee of the estate), Guardianships, planning for long term care costs through asset protection, the use of VA Aid & Attendance, and Medicaid benefit options.  Because he has dedicated over 25 years of practice to these types of law, Robin understands that effective plans and solutions can only be achieved by taking the time to listen and gain a thorough understanding of every clients’ needs, concerns, family situations, and overall goals.  

     

      After graduating with his Juris Doctor from Florida State University’s College of Law in 1981, Robin obtained his license to practice law in Florida and before the U.S. Court of Military Appeals.  Greatly influenced by his parents’ service in World War II, and as a self-certified military brat, he joined the Air Force, where he proudly served as a legal officer (JAG).

      After leaving the Air Force, Robin worked as an assistant public defender.  However, the memory of watching his father’s family fall apart as they feuded endlessly over his grandparent’s estate because of an unclear Will ultimately led him to open his own practice, the Estate Planning & Elder Law Center of Brevard.

      To ensure that he could provide sage counsel to those who sought his services, Robin obtained his certification as an Elder Law Attorney through the National Elder Law Foundation, an American Bar Association accredited foundation.  He is also a U.S. Veterans Administration Accredited Attorney, believing “We have a responsibility to make sure our veterans and their families receive the advice and long term care assistance they've earned and that they deserve”.  The desire to continually learn and grow in the field is the catalyst for him returning to the [virtual] classroom to obtain his LL.M (Master of Laws, a post doctorate advanced degree) in Advocacy at Stetson College of Law.

      Because of his reputation and continual desire expand his horizons, Robin has achieved a rating of 10, the highest rating a lawyer can receive, from AVVO, one of the top websites for finding a lawyer.  In addition, he is listed in Who’s Who in American Law, Florida Super Lawyers, has instructed at the college level, hosts monthly seminars on topics related to Estate Planning and Elder Law, and most recently has co-authored the book, Elder Law Strategies in Florida.

 

      When not practicing law or participating in the multiple professional and community associations he is involved in, Robin enjoys spending time with his daughter, traveling, learning to play the piano, bicycling, and tennis.

Awards

Client's Choice 2018
Client's Choice
2018

Photos and videos

Contact Robin

Estate Planning and Elder Law Center of Brevard (Robin M. Petersen, P.A.)
Estate Planning and Elder Law Center of Brevard (Robin M. Petersen, P.A.)
321 Sixth Ave
Indialantic
(Melbourne, Palm Bay), FL, 32903
Estate Planning and Elder Law
One Senior Place 8085 Spyglass Hill Rd
Viera, FL, 32940
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Reviews

5.0 / 5.0
  15 customer reviews
5 Star
 
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Client's Choice 2018
Client's Choice
Client's Choice is an Avvo award granted to attorneys with a significant number of client reviews over 4 stars in a given year.
Posted by anonymous | May 10, 2018
This review is from a person who hired this attorney.
| Hired Attorney
I needed Help !
During the fall of 2017 a friend had a stroke and asked me to be his power of attorney and health care surrogate. Elder Planning and Elder Law Center of Brevard prepared the documents along with a Revocable Living Trust. My friend could not bring himself to make a will. My friend died without a will! Mr. Petterson and his staff were able to guide me through each step necessary to settle my friends’ estate. The support and advice I received during the process made me confident that all would be done as my friend would have wanted. After months of necessary tedious work I really appreciate the direct answers to my questions and the communication with all of the office staff that helped me. I learned, the hard way, the critical necessity for preplanning. Mr Petterson and the wonderful staff in his office helped me get through a daunting and unfamiliar process. Philip G Hall
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Posted by Janet | May 3, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Successful when other attorneys failed
I wholeheartedly recommend Mr. Petersen and also his staff. I live out of state, and my mother and sister moved to Florida. My mother had a couple of bank accounts under a Trust to be equally divided. My sister tries to manipulate everything; and after my mother passed, her attorney refused to send documentation or an accounting. After a year and a half with a lack of response from this very unprofessional attorney, my attorney advised that I might need to sue to get action and gave up on his attempts. I went to Mr. Petersen for advice. He took the time to understand and respond to the problems and was very knowledgeable, answering legal questions my previous attorney could not. He gave me guidance and offered to try and help in this difficult situation. He contacted my sister’s attorney and was able to accomplish what seemed like the impossible -- after two years with no success by two attorneys, he finally got her to respond. He was able to communicate with her and work out a solution to bring the administration of the Trust to an end in only a couple of months. I was also assisted by his staff, including a paralegal. They were very helpful and professional and yet responded to my personal concerns. I was also impressed that the office seemed to work and communicate well as a team, as they were always quick to respond to my needs which usually required further input from Mr. Petersen himself before they could complete the action. Everyone was very pleasant and offered further assistance. Knowing that I was in good, professional hands in dealing with The Petersen Firm made it a positive experience. I would wholeheartedly recommend Mr. Petersen for assistance in any situation.
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Posted by Lynn | May 7, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Faithful
Robin handled my Dad's estate planning. It was not a large estate but it was very complicated. Every circumstance and complication that could go wrong, did. After my Father died, Robin stuck by his word and saw us through. He never wavered. I am sure he made less than minimum wage on the amount of work it took over a 3 year period. But again, his word was gold. He never billed us any more than what was originally contracted for. His advice was always pragmatic, never inflammatory, and always accurate. Although I am glad this experience is over and we have closure for my Dad, I am glad Robin was in our corner.
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Posted by Alan | May 2, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Great Experience
My wife and I had moved to Florida from Massachusetts a few years ago when I retired. We had put off my Estate planning and needed to find a good attorney to help us with this undertaking. We had a relatively complex estate with a diversity of assets located in many states. We found the Estate Planning & Elder Law Center of Brevard online with excellent reviews. To that end we made an appointment and met with Cassidy and Robin Petersen. What we liked about these two professionals is that they were great listeners. My wife and I had children from our marriage as well as children from previous marriages adding some complexity to our own planning process. We also had different ideas, concerns and objectives with living wills and health care power of attorneys. We had multiple meetings with worked through lots of issues and got this important process done. As a former CPA, COO and President of a Private Equity firm I have worked with countless tax and law professionals in my career. As such I have seen great, good and not so good tax and law professionals. Cassidy and Robin are real pros! My wife and I both now feel extremely confident that if something happened to either one of us or worse both of us we have a great estate plan in place and two awesome people who would be there to help my wife or I or our children get through a difficult time. We also liked working with their very attentive and professional staff members who also worked on our plan! We highly recommend this Firm!
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Posted by anonymous | June 17, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Billm
We highly recommend the Estate Planning & Elder Law Center of Brevard. Mr. Roger Klaffka was very accommodating to our questions, comments, suggestions, and requests. He provided valuable recommendations to our trust based on his knowledge of other clients’ experiences. He even discussed some of his family examples. We felt very comfortable talking with him and he was very professional and honest to our concerns. His staff was very courteous and responsive to our requests and return them in an excellent timely manner. We highly recommend him and his team for estate planning.
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Posted by Trish | June 14, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Truly an amazing place!
Going into this process I was skeptical. Thought, maybe we dont need that much help..... Mr. Peterson and his team are beyond helpful. They make you feel like family. We truly appreciate all of the help they have provided and would highly recommend them to anyone.
Posted by Eric | March 22, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Exceptional Service
Mr. Petersen and his staff provided exceptional service in the preparation of our estate planning portfolio. Mr. Petersen thoroughly assessed our needs, and he and his staff promptly and professionally prepared, completed and delivered all of the necessary documents. Our questions were completely addressed, and all follow-up actions were clearly communicated to us. I would highly recommend Mr. Petersen and his staff to all others requiring estate planning services.
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Posted by Marie | December 29, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Estate Plan
Mr. Peterson and his staff handled my mother’s guardianship and then her probate after she passed. I was impressed with the way his firm handled everything so my husband and I decided to have him re-do our estate plans. As with the work done on behalf of my mother’s estate, everyone was personable and very professional. They were quick to respond to any questions we had. Everyone seemed to work as a team which made the process a positive experience. We highly recommend Mr. Peterson and his staff at Estate Planning & Elder Law Center of Brevard.
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Posted by Lori | December 6, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Highly Recommend!
We couldn't be more pleased with our experience with the Estate Planning and Elder Law Center of Brevard. Robin Peterson, Tracy Glover, and the entire staff were friendly, professional and most of all down to earth. They answered our questions and helped us think through the entire estate planning process. We've already recommended them to others and will continue to do so!
Read less
Posted by Linda | October 23, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Review
Mr. Petersen and his staff were incredibly helpful and kind to our family as we navigated through a difficult and confusing time.
Posted by anonymous | September 14, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Helpful staff
The staff at the office were very helpful and made sure to keep me informed whenever a problem came up. They made a difficult time easier to deal with. We have selected this firm to help us in our estate planning.
Posted by Sharon | August 27, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Thank you
Thank you Robin for taking over my mothers estate. You turned a difficult job into a doable task with your friendly and helpful staff. My husband and I were so impressed we hired him to redo our wills and a trust. I would highly recommend Mr. Peterson to anyone wanting professionalism, quick responses and a warm staff.
Posted by Carol | November 16, 2014
Honest, confident lawyer
Glad it is over and thanks for all you have done. I am certainly glad that I moved when I did. Again, thanks for your efforts and persistence. Simply put....you're a good man and a very good lawyer...With you I always feel I am in honest and competent hands so keep it up and when you finally check out you'll leave a legacy of honesty and competency behind.....Thanks again, Robin.
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Posted by Beth | October 26, 2013
estate planning
Mr. Petersen was highly recommended and deserved all of the praise offered. He handled my husband's estate, including all of the appropriate documents, and upon his death, my daughter and I were able to journey through the morass of all that is required to settle, with relative ease. Mr. Petersen and his staff have always been courteous, friendly and extraordinarily competent and helpful. He is now my attorney and I would recommend him to anyone who needs estate planning.
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Posted by Thomas | September 2, 2010
Excellent Attorney
Very friendly. Not overbearing and extremely competent. I have used him and find I am extremely satisfied. A visit to his office is a pleasure not an experience.
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Cost

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Contact for Details

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Founding Shareholder
  • Estate Planning and Elder Law Center of Brevard
  • 1990 - Present
  • Legal Research Trainer
  • West Publishing Company
  • 1988 - 1990
  • Assistant Public Defender
  • Public Defender's Office in St. Lucie County, FL
  • 1986 - 1988
  • JAG Legal Officer
  • U.S. Air Force
  • 1982 - 1986
View all work experience

Education

  • Atlanta Institute of Music
  • Master's Certificate
  • 1988
  • The Florida State University College of Law
  • Juris Doctor (Doctorate of Law)
  • 1981
  • Florida State University
  • BA - Bachelor of Arts (Cum Laude)
  • 1977
  • Florida Atlantic University
  • 1976
View all education

Legal Cases

  • Cronin v. Pavlik
  • Verdict for my client

Associations

  • National Academy of Elder Law Attorneys
  • Board Member, Practice Development
  • 2010 - Present
  • American Academy of VA Pension Planners
  • Member
  • 2010 - Present
  • American Inns of Court, Vasser B. Carlton Chapter
  • Secretary/Treasurer Officer and Barrister
  • 2007 - Present
  • Hospice of Health First
  • Secretary/Treasurer
  • 2006 - Present
  • Hospice of Health First
  • Board of Directors
  • 2002 - Present
  • National Academy of Elder Law Attorneys (Florida chapter)
  • Member
  • 2001 - Present
  • Brevard County Bar Foundation
  • Founding Member
  • 2000 - Present
  • Space Coast Guardianship Association
  • Founding Board Member and Board of Director
  • 1998 - Present
  • American Bar Association
  • Member
  • 1992 - Present
  • American Bar Association
  • Retirement Plan Administrator
  • 1992 - Present
  • Brevard County Bar Association
  • Member
  • 1990 - Present
  • Virginia State Bar
  • Member
  • 1989 - Present
  • U.S. Court of Miliary Appeals
  • Admitted to Practice
  • 1982 - Present
  • Vassar B. Carlton American Inn of Court
  • Secretary/Treasurer Executive Committee
  • 2011 - 2012
  • National Academy of Elder Law Attorneys
  • Board Member Legislative Advocacy Committee
  • 2011 - 2013
  • National Academy of Elder Law Attorneys
  • Practice Development Steering Committee
  • 2009 - 2011
  • Florida Bar Association, Unauthorized Practice of Law Committee
  • Chairman
  • 2002 - 2004
  • Brevard County Bar Association, Grievance Committee
  • Chairman
  • 1995 - 1997
  • Health First Hospice Advisory Counsel
  • President
  • 1993 - 1998
View all associations

Languages Spoken

  • English

Honors and Awards

  • Pro Bono Award
  • Brevard County Legal Aid
  • 2012
  • Accredited Attorney
  • Veterans Administration
  • 2008
  • Florida Super Lawyers
  • SuperLawyers
  • 2007
  • Board Certified Elder Law
  • National Academy of Elder Law Attorneys
  • 1998
View all awards

Publications

  • Florida State University Law Review
  • Editor and Staff Writer for 3 years, Florida State University Law Review
  • 1978

Speaking Engagements

  • Vassar B. Carlton American Inn of Court
  • Life and Times of Clarence Darrow
  • 2013
  • Chapter Meeting, Florida State Guardianship Association
  • VA Pension Plannning
  • 2011
  • National Academy of Elder Law Attorneys Conference
  • Tax Planning in Estate Administration
  • 2010
  • Chapter Meeting
  • Advanced Directives and VA Benefits
  • 2010
View all speaking engagements

Attorney endorsements

Received (10)
Given (11)
Endorse Robin
Unknown Attorney | Jul 26
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Apr 11
Relationship: Fellow lawyer in community
"I endorse Robin Petersen. He has been a mentor to me for the past few years. He is very experienced and passionate about his work. I never hesitate to consult him regarding complex estate planning and probate issues."
Elder law Attorney | Feb 04
Relationship: Fellow lawyer in community
"Robin Petersen is an excellent attorney. He is smart, knowledgeable on the latest rules and certainly has his clients' best interest in mind. Whenever I have a client in his area of Florida, I would not hesitate to refer them to Robin."
Elder law Attorney | Dec 22
Relationship: Fellow lawyer in community
"I have known Robin Petersen for over 20 years. I hold him in high esteem in all elder law and estate planning matters. I frequently consult with Robin when I need an answer to a legal question in Elder Law and Estate Planning matters. I endorse Robin Petersen in Elder Law and Estate Planning."
Elder law Attorney | Feb 09
Relationship: Worked together on matter
"Excellent attorney. I endorse this lawyer."
Elder law Attorney | Jun 01
Relationship: Fellow lawyer in community
"I endorse Robin Petersen. Mr. Petersen is a very good attorney who is passionate about representing his clients. I would recommend him to any of my clients."
Elder law Attorney | Dec 29
Relationship: Fellow lawyer in community
"I endorse this lawyer.he is a hard working knowledgeable attorney. he could help you"
Unknown Attorney | Oct 12
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Elder law Attorney | Jan 29
Relationship: Other
"I endorse Robin as an attorney who assists clients in estate planning, especially the elders. He is a very qualified attorney as designated by his attaining a Certification in Elder Law by the National Elderlaw Foundation. Robin and his staff are truly committed to assisting their clients in a caring and compassionate manner. His knowledge and ability will certainly be clear when providing services to his clients."
Elder law Attorney | Jan 28
Relationship: Fellow lawyer in community
"I would highly recommend Robin to seniors and their families seeking legal assistance with the issues that arise as people age. Robin is very adept at assisting families with protecting their assets and qualifying for benefits that will help pay for very expensive long-term care costs. Robin's national board certification demonstrates he is committed to this area of law and has the required expertise to help families navigate its many complexities. I would recommend Robin without hesitation."
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