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Philadelphia Estate Planning Lawyer


Dahlia Robinson-Ocken, Esq.

Portrait photo of Dahlia Robinson-Ocken, Philadelphia and Main Line estate planning lawyer.
Dahlia Robinson-Ocken, Esq.
Managing Partner
Dahlia@ElderEstateLaw.com

Money without meaning is just money.  But a legacy creates a gift that children, grandchildren, and charitable institutions can cherish for many years. Every day that I work with my clients I learn their driving force. Meaning, what has driven them to the familial, financial, and charitable success’s that they have achieved.  I help my clients weave their values into their estate plan so that their money is elevated into a legacy.

My Families Legacy

My grandparents left me a legacy defined by hard work, faith, and charity.  That legacy has shaped me as a person both professionally and personally.  Practicing estate planning allows me to help others shape their own legacy for their families and their contributions to society. I have gone through the effects of a troubled and inefficient estate plan when my grandparents passed away.  On one side of my family, the siblings have not spoken to each other for over 20 years. I would not recognize that side of the family if I met them in the street.  How sad. I understand that some familial relationships are tenuous, but there are many simple ways that thorough and sensitive estate planning can help avoid those conflicts.  I want my clients next generation to avoid the same fate that befell my own family. 

History

I grew up in New Mexico and California watching my lawyer father help victims seek justice. I knew I wanted to be an attorney and help people as well. But his practice area was not my calling.  I discovered my calling when I thought about the generations of my family who had shaped my character. I attained my Juris Doctor (JD) degree at St. Johns School of Law in Jamaica, New York. I am the managing partner of The Robinson Law Firm, located in Bala Cynwyd, PA. There I serve clients in Philadelphia, King of Prussia, Springfield and Conshohocken as well as towns along the Main Line like Bala Cynwyd, Merion Station, Radnor, Villanova, and Wayne. I am admitted to practice law in Pennsylvania (PA).

My goals

I bring my values to work with me by dedicating myself to a client-first philosophy, and making it a priority to fully understand my clients’ needs, goals, dreams and concerns.  I strive to create a highly effective and warm client environment.  I then work with my clients to develop superior and highly individualized plans.
 
My passion for my clients led me to develop a process called the 5-Step Wealth and Legacy Preservation Process. This process allows clients to identify their concerns and their individual goals.  It provides clients with education about their legal options and involves them in the creation of their plan.  

Education

I believe that education is one of the most important aspects of life and I am grateful that in America everyone is afforded the opportunity to attain a higher education.  For this reason, I spend time educating my clients about estate planning and what their plan consists of.  Moreover, The Robinson Law Firm hosts professional study groups to expand knowledge of estate planning techniques through interdisciplinary exchange. I teach continuing education courses on estate planning to CPAs, Certified Financial Planners, and Insurance professionals, as well as other attorneys.

Personal

I live on the Main Line with my husband and two energetic sons and baby girl. I enjoy travel, reading, and cooking healthy and delicious meals to share with my family and friends.

Practice Concentrations

I concentrate my practice in the areas of wealth transfer and preservation.  This includes general estate and legacy planning, physician planning, planning for young families, charitable estate planning, special needs planning, sophisticated tax planning, faith based planning, private foundations, family limited partnerships, asset protection planning, exit planning, business continuation planning, probate and estate administration.

Professional Associations

            Pennsylvania Bar Association
            Wealth Counsel
            Advisors Forum

Philadelphia area Estate Planning and Elder Law attorneys Dahlia Robinson-Ocken offers creative planning in the areas of estate planning, elder law planning, wills, revocable living trusts, long-term care asset protection planning, powers of attorney, medical powers of attorney, guardianships, irrevocable trusts, living wills, estate, probate and trust administration, probate avoidance, asset protection and planning for physicians, tax planning, lawsuit protection planning (including professional malpractice lawsuit protection planning), planning for minor children, faith-based planning, Medicaid planning, Veterans benefits planning and resources, charitable planning and gifting, special needs and disability planning, estate tax planning, business law and succession planning, and Medicaid applications and long-term care crisis planning. Dahlia serves the entire southeastern Pennsylvania and southern and central New Jersey region, including Philadelphia, Montgomery County, Delaware County, Bucks County, Chester County, King of Prussia, Springfield, and Conshohocken in Pennsylvania, as well as Camden County, Gloucester County, Burlington County, and Mercer County in New Jersey.

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The Robinson Law Firm | 267.225.DLAW (3529) | Info@ElderEstateLaw.com | 822 Montgomery Avenue, Suite 204, Narberth, PA 19072