Natalie A. Roberts

Natalie is licensed to practice in both Florida and Minnesota, where she advises clients in the areas of estates and trusts, tax, business succession planning, tax minimization, and wealth preservation. She provides highly personalized and sophisticated legal counsel, driven by a passion for excellence and integrity. Across her practice areas, she uses both cutting-edge and well-tested techniques and strategies to achieve each client’s unique objectives. Natalie has clients in both Florida and Minnesota, and often counsels Minnesotans on successfully changing their state of residence to Florida, an area of practice casually referred to as “Snowbird Law.” She frequently travels to Tampa, Florida to meet with clients and colleagues. Natalie grew up in Palm Harbor, Florida, but has spent much of her adult life as a resident of Edina, MN. Natalie is a board member of the Twin Cities Estate Planning Council and participates in her local Rotary Club. She is also a member of the Tampa Chamber of Commerce and Leadership Tampa Alumni group.

• Twin Cities Estate Planning Council, Board Member
• Rotary Club of Edina
• Tampa Chamber of Commerce and Leadership Tampa Alumni

• Florida
• Minnesota

• Florida Bar: Business Law Section, Tax Law Section, Real Property, Probate, and Trust Law Section
• Minnesota State Bar Association: Tax Law Section, Business Law Section, Probate Trusts and Estates Law Section