Get To Know Our Team!
If you are looking for an estate planning lawyer in Orange County, California, we hope you will consider our firm. Get to know more about our educations, backgrounds, and outside interests by reading our biographies. You will learn about our experience both in the California estate planning field and in providing California living trust solutions.
James (Jim) Roberts is the founder of one of the premiere estate planning law firms in Orange County. Since 1981, with Jim at the helm, the firm has met the estate planning needs of more than 8,000 clients. Having witnessed the devastation of families due to poor estate planning, Jim and his firm are dedicated to protecting families from the problems of probate and avoiding overpayment of taxes. Jim was raised in Whittier, and he graduated from the University of California, Davis and received his Juris Doctorate degree from the University of the Pacific—McGeorge School of Law.
Holly M. Nabiey is an estate planning attorney at Roberts & Associates. Ms. Nabiey is a Certified Specialist in Estate Planning, Tax and Probate Law by the State Bar of California Board of Legal Specialization. She focuses on creating estate plans that reflect the client’s desires regarding disposition of wealth and assets and navigates successor trustees through trust administration and tax planning. Ms. Nabiey earned her law degree from Loyola Marymount Law School in Los Angeles and earned her bachelor’s degree from the University of California, Los Angeles. Holly joined the Law Office of James F. Roberts & Associates in 2011.
Attorney at Law
Cagla Z. Basar is an estate planning attorney at Roberts & Associates. Ms. Basar counsels clients through complex and often confusing financial and legal decisions to create plans that protect their families and estates and assists successor trustees during the trust administration process. Ms. Basar received her law degree from Southwestern Law School in Los Angeles and received her bachelor’s degree from California State University, Long Beach. Cagla is licensed to practice before all the courts of the state of California as well as the United States District Court, Central District of California. Prior to joining the Law Office of James F. Roberts & Associates, Ms. Basar operated her own successful estate planning practice in Huntington Beach.
Shannon Webb is the Office Manager at The Law Office of James F. Roberts and Associates. She’s been with the firm for over 9 years and has enjoyed helping assist clients with their estate planning needs as well as working directly with Mr. Roberts to grow the firm. She also serves as one of the Notary Publics within the office. Shannon graduated from California State University, Long Beach with her BA in Psychology. After graduating she studied in Prague and obtained her TESOL certificate where she then went on to teach English in Taiwan. Upon returning to the States she went to graduate school where she obtained her Masters in Forensic Psychology. Currently, she lives in Tustin with her husband and three children.
Amanda Romero grew up in Highland, CA before moving to Orange County to study at FIDM. She’s been with the team for almost 4 years and has taken on a variety of rolls throughout her time here. Prior to joining our team she worked for a litigation law firm in Santa Ana for 5 years. Amanda now resides in Anaheim with her 2 dogs and enjoys hiking, the beach, and music.
Client Relations Specialist
Gilbert is our Senior Client Service Specialist. Mr. Traylor graduated from University of Maryland － College Park, Maryland where he majored in Business with a minor in Computer Science. Gilbert has extensive customer service management with over 30 years of experience. He also served 4 and a half years in the United States Marine Corps and received the Purple Heart among other medals. He has 2 daughters and 8 grandchildren. He enjoys bowling and fishing with his grandsons. Gilbert and his wife Patricia live in Fountain Valley.
Client Relations Specialist
Charla has been with the Law Office of James F. Roberts & Associates for about 8 years and serves as one of the Client Relations Specialists. Charla works one on one with the Attorneys and clients in order to ensure that the client is getting exemplary service.
Charla attended Moorpark Junior College for her AA Degree and California State University, Fullerton for her Bachelor’s Degree in Criminal Justice. Charla also holds a certificate of Forensic Science from California State University, Fullerton, as well as serves as one of the Notary Publics within the office.Charla lives in Long Beach with her husband, four year old daughter and their three dogs. For fun, she enjoys working out, traveling, going to Disneyland and spending time with her family.
- Posted on 12/17/2015How to Ensure the Care and Welfare of Your Pet After You Die
- Posted on 12/10/2015Anaheim Estate Planning: Don’t Forget These Items
- Posted on 12/04/2015The Importance of Creating a Detailed Estate Plan