Contact Info

Law Offices of Robin C. Bevier
Megan Carlisle
2479 Sunrise Blvd.
Gold River, CA 95670

Phone: 916-858-0904
Fax: 916-859-4895
Contact via Email
Visit our Website

Photo Tour

This will show up if the script is missing or flash isn't installed

Our Website

Click below to visit our Website

Services

• Business Planning
• Estate Planning
• Special Needs Planning

Hours of Operation

Call for an appointment or visit us on-line

About Us

Education is the cornerstone of effective estate planning. I listen attentively to my clients’ specific intentions, desires, and all concerns. The advice I am able to provide makes my clients capable of making their own decisions producing a plan tailored to their unique situation. My business education and experience complement my understanding of cutting-edge legal estate tax planning techniques to assist the client integrating business, tax, and succession requirements, as necessary, into an estate plan. My sensitivity and understanding of family planning dynamics helps with creative solutions to these challenges as well. I have counseled families and businesses since 1985 with special understanding of both business issues and intra-family planning issues, and with respect to significant estate tax avoidance and/or minimization techniques. My commitment to your education and participation in the ultimate design offers you a unique approach to developing your own estate plan and/or business plan.

Emphasis

Estate Planning, Estate Tax Planning, Business and Succession Planning
In the scope of her practice, Ms. Bevier routinely advises clients and prepares estate tax sensitive documents including wills and trusts, life insurance trusts, charitable remainder trusts, buy-sell agreements, business succession planning, entity choice and creation and other documents related to the areas of estate tax planning and business planning. She also routinely handles probate matters and conservatorships.

Education

B. S. 1981 University of California, Davis, CA, Business
J. D. 1985 University of the Pacific, McGeorge School of Law
1997-Present, Certified Specialist, California Board of Legal Specialization, in Estate Planning, Trust and Probate

Civic Activities

2009-Present Member, Planned Giving Committee, Boy Scouts of America, Golden Empire Council
2006-Present Member, El Dorado Hills Chamber of Commerce
2006-Present Member, Roseville Chamber of Commerce
2010-New Member, Sacramento Metro Chamber of Commerce
2002-Present Chair, Board of Directors – Play-It-Forward, Inc.
2009-Present Member, Sacramento Chapter – Foundation for Personal Financial Education
2001-2008 Member, Board of Directors – California Musical Theater Foundation
2000-2004 Member, Board of Directors, Co-Chair, Gift Planning Committee, American Red Cross, Sacramento-Sierra Chapter
1996-2002 U.C. Davis Medical Center Leadership Council
1994-2004 Girls Scouts of America – Leadership
1994-1996 Member, Board of Directors, El Dorado Hills Soccer League, affiliated with AYSO

Professional Affiliations

1985-Present Member, American Bar Association, Estate Planning Section
1986-Present Member, Sacramento Estate Planning Council
1998-Present Member, Sacramento Bar Association, Probate and Trust Section
1997-Present Lecturer, CEB Courses & Lecturers, NBI