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Dianna Marie Wilke

Dianna Marie Wilke

Practice areas:

Estate Planning

About Me

Dianna Wilke  is a Specialist in Estate Planning, Trust and Probate Law, certified by the  State Bar of California Board of Legal Specialization.  As such, she has strong academic and professional qualifications, but an even stronger conviction for planning with the client's values as the centerpiece.  "I believe I give clients a voice when they are no longer here" she says, "it is my passion." 

Dianna holds a Bachelor's Degree in history, with a minor in political science from Arizona State University, where she was also active in the Alpha Gamma Delta International Women's Fraternity. 

She earned her Juris Doctor from Southwestern University School of Law, where she was named to the Dean's List and awarded the American Jurisprudence Award in Wills and Trusts. While attending law school, Dianna also founded and served as President of Southwestern University School of Law's chapter of the Native American Law Student Association (NALSA). 

She holds a Master of Laws in Estate Planning from the prestigious program at the University of Miami School of Law, where she was a Heckerling Scholarship Recipient.  While attending the University of Miami, Dianna published an article entitled "Crummey Right to Withdraw, Is it Safe for Contingent Remaindermen?" in the 1999 University of Miami Tax Law Chronicle, which analyzed a popular technique in family gifting.  She is currently pursuing a Master of Laws in Taxation from the University of Alabama School of Law.  

Dianna's experience includes private practice at some of the state's most respected firms and management of a trust and investment business line for a major financial institution. This depth of experience allows her to analyze a client's plan from both a theoretical and practical application.  

Dianna is a frequent lecturer on various estate planning subjects for legal and charitable associations, including the California State Bar and the Ventura County Community Foundation. She served as Chair of the California State Bar Exempt Organization Committee.  She is also a member of the Trusts and Estates Section of the California State Bar.  

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Photos and Videos

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Practice Areas

Licensed since 1997

  1. Estate Planning: 100%
    18 years

Payment

Fees:

Fixed (Sometimes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

4 total 

  • Brent R. Hardy

    I endorse Dianna without reservation. She has demonstrated an exceptional grasp of the law and has a character that is beyond reproach.

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    Brent Hardy Criminal Defense Attorney
    Relationship: Fellow lawyer in community

  • No photo

    I endorse Dianna without reservation. Dianna has always been very detail-oriented and attentive to the needs of clients I have referred to her. The people I have referred have been very happy with their experience with Dianna and thanked me for referring them to her. I would gladly recommend her to anyone in need of an estate planner.

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    Gregory Lehman Employment & Labor Attorney
    Relationship: Other

Contact Info

Law Offices of Dianna M. Wilke

915 Highland Pointe Drive
Ste. 250
Roseville, CA, 95678

Resume

License

StateStatusAcquiredUpdated
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, and Probate LawCalifornia Board of Legal Specialization2004
DIstinguished Service CertificateConsortium for Graduate Study in Management2002
Phillip Heckerling ScholarshipUniversity of Miami School of Law1998
Dean's ListSouthwestern University School of Law1997
American Jurisprudence - Wills &TrustsBancroft Whitney1996

Work Experience

TitleCompany NameDuration
OwnerLaw Offices of Dianna M. Wilke2010 - Present
SVP, Wealth Management DirectorWells Fargo Private Bank2001 - 2010
AssociateMullen & Henzell, LLP2000 - 2001
AssociateWeinstock, Manion Reisman, Shore & Neumann1999 - 2000

Associations

Association NamePosition NameDuration
Villanova Preparatory SchoolBoard Member2008 - Present
Sacramento BalletBoard Member2004 - 2005
State Bar of California, Taxation SectionChair, Tax Exempt Committee2002 - 2003

Publications

Publication NameTitleDate
University of Miami Tax Law ChronicleCrummey Right to Withdrawl, Is It Safe For Contingent Remaindermen?1999

Education

School NameMajorDegreeGraduated
University of Alabama School of LawTaxationLL.M - Master of Laws2015
University of Notre DameLeadership and ManagementExecutive Certificate in Leadership and Management2008
University of Miami School of LawEstate PlanningLL.M - Master of Laws1999
Southwestern Univ SOLN/ALaw1997
Arizona St UnivHistory; Political Science MinorBA - Bachelor of Arts1993

Speaking Engagements

Conference NameTitleDate
NBI - Probate Process From Start to FinishProbate Process From Start to Finish2015
NBI - Estate Planning and Administration: The Complete GuideLegal Ethics in Estate Practice and Trust Administration and Termination Basics2015
NBI -Estate Planning For Ranchers and FarmersEstate Planning for Ranchers and Farmers2013
Ventura County Planned Giving CouncilLocal Planned Giving Success Stories2012
Planned Giving Council of Ventura CountyNew Challenges: Tax Obstacles for Charitable Giving in 20112011
Financial Fitness for WomenMy Life... My Legacy2010
Estate Planning In A Volatile EconomyEstate Planning In A Volatile Economy2009
Crocker Art Museum Planned GivingGift Planning For Your Financial Health2005
2nd Annual ConferenceThe Smart Get Richer: How to Retire Early Instead of Broke2005
California State Bar Annual MeetingAlternatives for Altruism2002
Annual ConventionSecuring your financial future2002