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Brooke Wilson

Brooke Wilson

also known as M. Brooke Wilson, Melissa Brooke Wilson

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About me

 


Brooke Wilson is an associate at Roisman Henel LLP. 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.


Brooke was selected by her peers and the publishers of Super Lawyers Magazine and San Francisco Magazine as one of Northern California’s “Rising Stars” for 2015.


Brooke is certified by the California State Bar Board of Legal Specialization as a specialist in estate planning, trust, and probate law. She is a member of the Trusts & Estates and Tax Sections of the State Bar of California, the East Bay Estate Planning Council, and the Bay Area Lawyers for Individual Freedom (BALIF), an LGBT bar association.  She previously served on the Legislative Committee of the Probate & Trust Law Section of the Philadelphia Bar Association.  She holds an LL.M. in Taxation from Temple University Beasley School of Law, where she was the recipient of the Faculty Award in Taxation for her graduating class.


Brooke lives in Alameda and serves on the board of directors for the Berkeley-East Bay Humane Society.


Professional Background:


Roisman Henel LLP, Associate, 2013 to present


Sideman & Bancroft LLP, Associate, 2012 – 2013


Schiff Hardin, LLP, Associate, 2010 – 2012


Heckscher Teillon Terrill & Sager, P.C., Associate, 2007 – 2009


Professional Memberships:


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


EastBay Estate Planning Council


East Bay Trusts & Estates Lawyers—Vice Chair of the Estate Planning & Administration Committee


EastBay Tax Club


Bay Area Lawyers for Individual Freedom (BALIF)


Admissions:


Brooke is admitted to practice in California, Pennsylvania, and New Jersey


Education:


TempleUniversity, BeasleySchool of Law:
   LL.M. in Taxation 2008 (Faculty Award in Taxation)
   J.D. 2006


University of California, Berkeley, B.A., 2000


Speaking Engagements:


CEB Conference:  How to Administer a Revocable Trust, 2015


East Bay Tax Club:  Portability—Worth All The Fuss? 2013


Bell Investments Advisors Women’s Roundtable:  Giving with a Plan, 2013

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Practice areas

Licensed

  1. Tax: 50%
  2. Estate Planning: 50%

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Contact info

Roisman Henel LLP

1999 Harrison Street, Suite 1400
Oakland, CA, 94612-4710

Resume

License
StateStatusAcquiredUpdated
CAActive201011/22/2015
NJActive200609/10/2015
PAInactive200612/01/2015
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Work experience
TitleCompany nameDuration
AssociateRoisman Henel LLP2013 - Present
AssociateSideman & Bancroft LLP2012 - 2013
AssociateSchiff Hardin, LLP2010 - 2012
AssociateHeckscher Teillon Terrill & Sager, P.C.2007 - 2009
Associations
Association namePosition nameDuration
State Bar of California, Taxation SectionMemberN/A
State Bar of California, Trusts and Estates SectionMemberN/A
East Bay Estate Planning CouncilMemberN/A
East Bay Trusts and Estates LawyersMemberN/A
East Bay Tax ClubMemberN/A
Bay Area Lawyers for Individual Freedom (BALIF)MemberN/A
East Bay Trusts and Estates Lawyers, Estate Planning & Administration CommitteeVice ChairN/A
Education
School nameMajorDegreeGraduated
Temple University - James E. Beasley School of LawN/ALL.M. in Taxation (Faculty Award in Taxation)2008
Temple University - James E. Beasley School of LawLawJD - Juris Doctor2006
University of California - BerkeleyN/ABA - Bachelor of Arts2000
Speaking engagements
Conference nameTitleDate
CEB ConferemceHow to Administer a Revocable Trust2015
East Bay Tax ClubPortability: Worth All The Fuss?2013
Bell Investments Advisors Women’s RoundtableGiving with a Plan2013