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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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.
Gregory Lehman Employment & Labor Attorney
|Award Name||Grantor||Date Granted|
|Certified Specialist in Estate Planning, Trust, and Probate Law||California Board of Legal Specialization||2004|
|DIstinguished Service Certificate||Consortium for Graduate Study in Management||2002|
|Phillip Heckerling Scholarship||University of Miami School of Law||1998|
|Dean's List||Southwestern University School of Law||1997|
|American Jurisprudence - Wills &Trusts||Bancroft Whitney||1996|
|Owner||Law Offices of Dianna M. Wilke||2010 - Present|
|SVP, Wealth Management Director||Wells Fargo Private Bank||2001 - 2010|
|Associate||Mullen & Henzell, LLP||2000 - 2001|
|Associate||Weinstock, Manion Reisman, Shore & Neumann||1999 - 2000|
|Association Name||Position Name||Duration|
|Villanova Preparatory School||Board Member||2008 - Present|
|Sacramento Ballet||Board Member||2004 - 2005|
|State Bar of California, Taxation Section||Chair, Tax Exempt Committee||2002 - 2003|
|University of Miami Tax Law Chronicle||Crummey Right to Withdrawl, Is It Safe For Contingent Remaindermen?||1999|
|University of Alabama School of Law||Taxation||LL.M - Master of Laws||2015|
|University of Notre Dame||Leadership and Management||Executive Certificate in Leadership and Management||2008|
|University of Miami School of Law||Estate Planning||LL.M - Master of Laws||1999|
|Southwestern Univ SOL||N/A||Law||1997|
|Arizona St Univ||History; Political Science Minor||BA - Bachelor of Arts||1993|
|NBI - Probate Process From Start to Finish||Probate Process From Start to Finish||2015|
|NBI - Estate Planning and Administration: The Complete Guide||Legal Ethics in Estate Practice and Trust Administration and Termination Basics||2015|
|NBI -Estate Planning For Ranchers and Farmers||Estate Planning for Ranchers and Farmers||2013|
|Ventura County Planned Giving Council||Local Planned Giving Success Stories||2012|
|Planned Giving Council of Ventura County||New Challenges: Tax Obstacles for Charitable Giving in 2011||2011|
|Financial Fitness for Women||My Life... My Legacy||2010|
|Estate Planning In A Volatile Economy||Estate Planning In A Volatile Economy||2009|
|Crocker Art Museum Planned Giving||Gift Planning For Your Financial Health||2005|
|2nd Annual Conference||The Smart Get Richer: How to Retire Early Instead of Broke||2005|
|California State Bar Annual Meeting||Alternatives for Altruism||2002|
|Annual Convention||Securing your financial future||2002|