Martina Roberts brings nearly three decades of estate planning and trust administration expertise to the Koley Jessen team. With a breadth of legal experience that includes all facets of estate planning and tax-related services, Martina delivers professional, personalized service to give clients peace of mind about their financial security.
Martina's specialized portfolio ensures clients receive top shelf services from start to finish, from opening and closing estates, transferring assets to beneficiaries, inventorying and valuing assets, including real estate, personal property, financial accounts, stock holdings, safety deposit boxes, and more. With more than a quarter-century knowledge and experience amassing tax and legal expertise and administration, her proficiency in Federal tax laws encompasses estate and gift tax returns. In addition, she brings bi-state inheritance tax expertise for Iowa and Nebraska tax returns to the table.
B.A., Iowa State University, 1991
- Political Science