also known as Diedre Dennis Wachbrit
Diedre Wachbrit Braverman is one of the nation’s leading estate and special needs planning attorneys. A graduate of Stanford Law School where she was Chair of the Stanford Journal of Law, Business & Finance, she is also a Phi Beta Kappa graduate of University of California, Irvine, magna cum laude where she graduated first in her class of over 800 students.
Diedre has been Certified as a Specialist by the California Board of Legal Specialization in Estate Planning, Trust, and Probate Law.
Diedre is a Founding Owner of the Academy of Special Needs Planners, a national organization of attorneys who include special needs planning in their practices.
Prior to opening her law practice, Diedre was a Senior Associate at the leading international consulting firm, McKinsey & Company, where she provided strategic business advice to some of the nation’s largest and best-known companies.
Prior to that, she was an Associate at Sullivan & Cromwell and at Kirkland & Ellis, both international law firms. Diedre is licensed to practice law in all Colorado and California State Courts, the Colorado and California Supreme Courts, the United States Tax Court, and the United States Supreme Court.
Diedre is aT member of the National Academy of Elder Law Attorneys and of Wealth Counsel, both organizations of premier providers of sophisticated legal planning. Diedre has studied estate planning at both Stanford Law School and UCLA. She is a teaching fellow at the Southern California Institute.
With her extensive experience in these areas over the past ten-plus years, along with her extensive continuing education, as a student and a nationally recognized speaker, Diedre will effectively protect your family and assets.
Diedre’s teaching and speaking credits include:
Diedre's writing credits include articles or chapters in:
Diedre is the author of three widely used guides: "The Parents’ Guide to Protecting Great Kids"; "The Family Asset Protection Guide" and the "Family Business Survival Guide", each of which is available at no charge to firm clients. These Guides have been featured in numerous publications including The Autism Digest.
Licensed since 1997
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I must disclose that I have already given Diedre my highest endorsement - I married her. But marriage aside, Diedre is among the most talented estate planning attorneys in the country. Diedre's national reputation is only surpassed by the level of care that she provides to her clients. She chose to practice estate planning and special needs planning law for personal reasons, and I believe that drives her passion for her work. I have met many of her clients and I attest first hand that they love her. I have co-counseled with Diedre on several matters and her legal and analytical skills always amaze me. Needless to say, she is my go to person when I am dealing with particularly complex issues in my own estate planning practice. More importantly, she would be that attorney even if she wasn't my wife. I whole heartedly endorse Diedre!
Bennett Braverman Estate Planning Attorney
Relationship: Worked together on matter
I have known Diedre for the past 12 years as a fellow member of Wealth Counsel and, more recently, the Southern California Institute. I've had the pleasure of attending one of her seminars on special needs planning as well. Diedre's work is top notch, and I can whole-heartedly endorse her.
Janet Brewer Estate Planning Attorney
Relationship: Fellow lawyer in community
|Award Name||Grantor||Date Granted|
|Certified Specialist in Estate Planning, Trust & Probate Law||State Bar of California||2010|
|Laureate in Wealth Strategies||The Laureate Center for Wealth Advisors||2010|
|Member||Stanford Who's Who||2009|
|Star Search||Super Lawyers||2009|
|Best Small Companies||Working Mother Magazine||2006|
|Founder & Principal Mentor||Strategic Attorney LLC||2009 - Present|
|Wealth Education Instructor||The Southern California Institute||2009 - Present|
|Founder & Managing Member||The Academy of Special Needs Planners||2005 - Present|
|Senior Associate||McKinsey & Company||1997 - 2000|
|Associate||Sullivan & Cromwell||1996 - 1996|
|Association Name||Position Name||Duration|
|Conejo Valley Estate Planning Council||Member||2010 - Present|
|WealthCounsel California Forum||Chair||2010 - Present|
|The Laureate Circle||Member||2009 - Present|
|Provisors||Member||2007 - Present|
|Academy of Special Needs Planners, LLC||Founder||2005 - Present|
|National Academy of Elder Law Attorneys||Member||2003 - Present|
|Wealth Counsel, LLC||Member||2001 - Present|
|San Fernando Valley Bar Association||Member||2000 - Present|
|Los Angeles County Bar Association, Trusts and Estates Section||Member||1997 - Present|
|Ventura County Bar Association||Member||1997 - Present|
|Stanford Journal of Law, Business & Finance||Chair||1996 - 1997|
|Special Needs Trusts: Planning, Drafting & Administration||Chapter 7: Funding Third-Party SNTs||2009|
|Estate Planning Strategies: Collective Wisdom, Proven Techniques||The Pros and Cons of Probate||2009|
|Estate Planning Strategies: Collective Wisdom, Proven Techniques||Special Needs Trusts||2009|
|All the Bunnies: Heartfelt Stories From Those Who've Dealt With The Challenges and Joys of Persons with Special Needs||A Family of One||2009|
|Wall Street Journal||How Special Needs Trust Can Avoid IRA Pitfalls||2007|
|New York Times||Meeting Special Needs and the Need for Peace of Mind||2006|
|Wall Street Journal||What a Gift: How to Name a Minor Your IRA Beneficiary||2006|
|The Thousand Oaks Star||Lawyer-Mother Shares Her Expertise||2003|
|Stanford Univ Law School||N/A||law||1997|
|Univ of California Irvine||N/A||undergraduate||1994|
|Resources and Pathways to Brain Injury Recovery||Special Needs Trusts & Conservatorships||2010|
|Planning in the Digital Age: Online Assets||Planning in the Digital Age: Online Assets||2010|
|Annual Conference||Beyond the Special Needs Trust||2010|
|Advanced Special Needs Planning||Advanced Special Needs Planning||2010|
|The Gathering||Special Needs Planning for the Affluent||2009|
|Special Needs Planning in the Era of Change||The Use of Trust Protectors in Special Needs Planning||2009|
|Probate Section Meeting||Trustees||2009|
|Everything You Need to Know About Trusts||Many Types of Trusts||2009|
|Attorneys Sharing Knowledge 2009||The Key Players in the Special Needs Trust||2009|
|2009 Annual Wealth Counsel Symposium: Planning for the Generations||Best Practices||2009|
|2009 Annual Meeting||Special Needs Trusts||2009|
|Teleconference||The Practical Aspects of Special Needs Planning||2008|
|All About Trusts||Many Types of Trusts||2008|