M. Brooke WilsonAttorney

Wendel Rosen Black & Dean LLP 1111 Broadway, 24th FloorOakland, CA 94607
TEL:
510.834.6600
FAX:
510.834.1928
VCARD:
vcard
Alter Ego
Profile

Brooke concentrates her practice in the fields of estate planning, trust and estate administration, and federal estate and gift taxation. She advises clients on all aspects of estate planning, including guiding clients with family-owned businesses on succession planning, assisting with philanthropic goals, and preparing plans for traditional, non-traditional and blended families. Through the use of sophisticated estate planning techniques, she helps clients minimize their tax exposure and facilitates wealth transfers between generations.  She also routinely handles trust administration and probate matters.

Brooke is certified by the State Bar of California Board of Legal Specialization as a Specialist in Estate Planning, Trust and Probate Law.

Recognition
  • Selected for inclusion in Northern California Super Lawyers magazine, “Rising Star,” 2015-2017
     
  • Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization

 

Publications

Available Articles:

OTHER ARTICLES:

  • “Introduction: Issues in Estate Planning and Family Law,” Crossover Issues in Estate Planning and Family Law, Continuing Education of the Bar - Estate Planning Treatise, update author, 2017

  • “Rights on Death of Domestic Partner & Estate Planning Issues,” California Domestic Partnerships & Same-Sex Marriage, Continuing Education of the Bar - Family Law Treatise, update author, 2016

  • “Conflicted on Conflicts: Common Ethics ‘Traps’ for the Trust & Estate Lawyer and Methods of Avoidance,” Co-author, 16th Annual Pennsylvania Estate Law Institute, 2009
  • “The Attorney as a Fiduciary: Permissible Actions & Problem Areas,” Co-author, 14th Annual Pennsylvania Estate Law Institute, 2007
  • “A New Vision of Justice: Sosa v. Alvarez-Machain and the Alien Tort Claims Act,” Temple Political and Civil Rights Law Review, 2005

 

Speaking

Featured Presentations:

OTHER PRESENTATIONS:

  • “How to Administer a Revocable Trust,” CEB Estates Planning Basics Conference, September 2015
  • “How to Administer a Revocable Trust,” CEB Conference, April 2015

  • “Portability—Worth All The Fuss?” East Bay Tax Club, 2013

  • “Giving with a Plan,” Bell Investments Advisors Women’s Roundtable, 2013

  • “Charitable Gifting: Overview of Tax Considerations for Lifetime and Testamentary Gifts”, Performing Arts Workshop – Donor Reception, 2010

 

Affiliations
East Bay Trusts and Estates Lawyers
  • Member
  • Chair, Estate Planning & Administration Committee, 2015-2016

East Bay Estate Planning Council
  • Member

Bay Area Lawyers for Individual Freedom
  • Member, 2011-2015

State Bar of California
  • Taxation Section, member
  • Trusts and Estates Section, member

East Bay Tax Club
  • Member, 2013-2016

Berkeley-East Bay Humane Society
  • Board of Directors, 2013-2016

Philadelphia Bar Association
  • Probate and Trust Law Section, 2007-2009
  • Legislative Committee: Chair of Subcommittee on Pennsylvania’s Assisted Reproductive Technology Act, 2009
  • Executive Committee: Legislative Committee Representative, 2009
  • LGBT Rights Committee: Member, 2008-2009


Related News

Related News: