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Diedre Wachbrit Braverman

Diedre Wachbrit Braverman

also known as Diedre Dennis Wachbrit

Practice areas:

Trusts, Estate Planning, Elder Law, Limited Liability Company (LLC), Guardianship

About Me

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:



  • “Tax strategies and estate planning for new residents of California” to top executives at Amgen Corporation;

  • Multi-day Intensives, “Legal Planning For Young Families," "Estate Planning 101," and several shorter courses to WealthCounsel member attorneys, nationally;

  • Specialized courses on sub-topics related to special needs planning at the Academy of Special Needs Planners' national events; and dozens of consumer courses all over the country, such as:

  • “Breastfeeding and the Law” at the La Leche League National Conference.


 


Diedre's writing credits include articles or chapters in:



  • Special Needs Planning, a treatise for attorneys published by the Continuing Education of the Bar in California and referenced as a resource nationwide;

  • Apartment Finance Today, a national magazine; and 

  • The Link, a national home-schooling newspaper.


 

Diedre has also been a media resource, locally and nationally. For example, she has been:


 


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.


 


Diedre also authors two blogs, one on estate planning, asset protection and taxes; the other on special needs planning .

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Photos and Videos

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Practice Areas

Licensed since 1997

  1. Trusts: 30%
    15 years, 1.25 thousand cases
  2. Estate Planning: 25%
    15 years, 900 cases
  3. Elder Law: 20%
    14 years, 475 cases
  4. Limited Liability Company (LLC): 15%
    15 years, 200 cases
  5. Guardianship: 10%
    13 years, 80 cases

Payment

Fees:

Free Consultation (30 minutes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

4 total 

  • Bennett Braverman

    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!

    More 

    Bennett Braverman Estate Planning Attorney
    Relationship: Worked together on matter

  • Janet Lee Brewer

    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.

    More 

    Janet Brewer Estate Planning Attorney
    Relationship: Fellow lawyer in community

Contact Info

Braverman Law Group, LLC

1820 18th Street
Boulder, CO, 80302

Resume

License

StateStatusAcquiredUpdated
COActive201008/30/2015
CAActive199708/18/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
Certified Specialist in Estate Planning, Trust & Probate LawState Bar of California2010
Laureate in Wealth StrategiesThe Laureate Center for Wealth Advisors2010
MemberStanford Who's Who2009
Star SearchSuper Lawyers2009
Best Small CompaniesWorking Mother Magazine2006

Work Experience

TitleCompany NameDuration
Founder & Principal MentorStrategic Attorney LLC2009 - Present
Wealth Education InstructorThe Southern California Institute2009 - Present
Founder & Managing MemberThe Academy of Special Needs Planners2005 - Present
Senior AssociateMcKinsey & Company1997 - 2000
AssociateSullivan & Cromwell1996 - 1996

Associations

Association NamePosition NameDuration
Conejo Valley Estate Planning CouncilMember2010 - Present
WealthCounsel California ForumChair2010 - Present
The Laureate CircleMember2009 - Present
ProvisorsMember2007 - Present
Academy of Special Needs Planners, LLCFounder2005 - Present
National Academy of Elder Law AttorneysMember2003 - Present
Wealth Counsel, LLCMember2001 - Present
San Fernando Valley Bar AssociationMember2000 - Present
Los Angeles County Bar Association, Trusts and Estates SectionMember1997 - Present
Ventura County Bar AssociationMember1997 - Present
Stanford Journal of Law, Business & FinanceChair1996 - 1997

Legal Cases

Case NameOutcome
Entertainment Company LLCSophisticated LLC that protected creative control

See all Legal Cases 

Publications

Publication NameTitleDate
Special Needs Trusts: Planning, Drafting & AdministrationChapter 7: Funding Third-Party SNTs2009
Estate Planning Strategies: Collective Wisdom, Proven TechniquesThe Pros and Cons of Probate2009
Estate Planning Strategies: Collective Wisdom, Proven TechniquesSpecial Needs Trusts2009
All the Bunnies: Heartfelt Stories From Those Who've Dealt With The Challenges and Joys of Persons with Special NeedsA Family of One2009
Wall Street JournalHow Special Needs Trust Can Avoid IRA Pitfalls2007
New York TimesMeeting Special Needs and the Need for Peace of Mind2006
Wall Street JournalWhat a Gift: How to Name a Minor Your IRA Beneficiary2006
The Thousand Oaks StarLawyer-Mother Shares Her Expertise2003

Education

School NameMajorDegreeGraduated
Stanford Univ Law SchoolN/Alaw1997
Univ of California IrvineN/Aundergraduate1994

Speaking Engagements

Conference NameTitleDate
Resources and Pathways to Brain Injury RecoverySpecial Needs Trusts & Conservatorships2010
Planning in the Digital Age: Online AssetsPlanning in the Digital Age: Online Assets2010
Annual ConferenceBeyond the Special Needs Trust2010
Advanced Special Needs PlanningAdvanced Special Needs Planning2010
The GatheringSpecial Needs Planning for the Affluent2009
Special Needs Planning in the Era of ChangeThe Use of Trust Protectors in Special Needs Planning2009
Probate Section MeetingTrustees2009
Everything You Need to Know About TrustsMany Types of Trusts2009
Attorneys Sharing Knowledge 2009The Key Players in the Special Needs Trust2009
2009 Annual Wealth Counsel Symposium: Planning for the GenerationsBest Practices2009
2009 Annual MeetingSpecial Needs Trusts2009
TeleconferenceThe Practical Aspects of Special Needs Planning2008
All About TrustsMany Types of Trusts2008