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Diedre Wachbrit Braverman

Estate planning Attorney at Boulder, CO

4.6   11 reviews

also known as Diedre Dennis Wachbrit

Free consultation Virtual consultation available
Free consultation Virtual consultation available
  • State Years
    Colorado - CO 13 years
    California - CA 26 years
  • Licensed for 13 years
    State CO
    Acquired 2010
    Status
    Active No misconduct found
  • Licensed for 26 years
    State CA
    Acquired 1997
    Status
    Active No misconduct found

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

About Diedre

Learn Diedre’s areas of practice.

5
Practice areas
  1. Estate planning
    35%
    Discussion and exploration of your goals, concerns, and finances to create a plan that best achieves what you want, effectively and efficiently. We use wills, trusts, LLCs, and other tools to ensure our clients sign plans that work for them.

    25 years, 900 cases

  2. Trusts
    30%
    *Estate planning to avoid probate and protect yourself and your spouse if either of you becomes incapacitated *Tax planning to reduce/eliminate estate tax, income tax and capital gains tax *Special Needs Trusts for the disabled *Asset protection to protect you and your beneficiaries from divorce and lawsuits *Medicaid eligibility to pass on a lifetime's work while retaining eligibility for nursing home coverage *Trusts as a less-confrontational alternative to prenups & postnups

    25 years, 1,250 cases

  3. Elder law
    15%
    We work with families to make sure that the We ensure that the elder is protected, safe and comfortable. Where Medicaid is potentially available, we preserve the estate while ensuring eligibility. We also ensure that agents under Powers of Attorney - whether for Finance or Healthcare - understand the scope and limits of their authority and are protected from liability. We can also bring our years of experience to bear on discussions when tough and/or critical choices arise.

    24 years, 475 cases

  4. Limited liability company (LLC)
    15%

    25 years, 200 cases

  5. Guardianship
    5%
    We bring guardianships, conservatorships and limited conservatorships to the courts in Boulder County. We have never failed to obtain or maintain a conservatorship or guardianship. Once obtained, we support the guardian/conservator in fulfilling his/her legal obligations including regular reports to the Court. We also serve as an experienced and knowledgeable thought-partner when complicated or emotionally taxing decisions present themselves.

    23 years, 80 cases

I UNDERSTAND HOW IMPORTANT YOUR MATTER IS AND WILL DEDICATE MY SKILLS AND EXPERIENCE TO MEETING YOUR FAMILY’S NEEDS & DESIRES.

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 quoted in Time magazine, the New York Times, Better Homes and Gardens magazine, and repeatedly quoted in The Wall Street Journal and was profiled in the Ventura County Star newspaper and Working Mother magazine.

Diedre was certified as a specialist by the California Board of Legal Specialization in Estate Planning, Trust, and Probate Law.

Diedre co-founded 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.

Before 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 a member of Wealth Counsel and Elder Counsel, both organizations of premier providers of sophisticated legal planning. Diedre has studied estate planning at both Stanford Law School and UCLA.  She has served as a teaching fellow at the Southern California Institute.

With her extensive experience in these areas over the past twenty-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.

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 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.

Awards

Client's Choice 2012
Client's Choice
2012

Photos and videos

Contact Diedre

Braverman Law Group, LLC

Reviews

4.6 / 5.0
  11 customer reviews
5 Star
 
91%
4 Star
 
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3 Star
 
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2 Star
 
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1 Star
 
9%
Client's Choice 2012
Client's Choice
Client's Choice is an Avvo award granted to attorneys with a significant number of client reviews over 4 stars in a given year.
Posted by Kathy | February 15, 2011
Full service planning for our family's unique needs and goals
Diedre took the time to go beyond our initial assumptions and explained how we can benefit from strategies no one had explained to us before.
Posted by anonymous | October 11, 2011
Understands Sophisticated Techniques & Truly Cares
We are fortunate enough to have what could become an estate-taxable estate. Attorney Braverman walked us through the various techniques we could choose to reduce or eliminate estate tax after both my spouse and I are gone, and our children inherit. She also understood the other end of the wealth spectrum, and together we created a special-needs trust for our disabled child so that she can continue to receive state healthcare. (It doesn't hurt that she's been quoted on Special Needs Trusts in the Wall Street Journal twice this year alone.) Attorney Braverman clearly understood the technical details of every strategy we chose to employ but didn't ignore the human side of planning either. Our detailed conversation about naming successor trustees has given both my spouse and me tremendous peace of mind. And Attorney Braverman also gave us educational materials that she wrote for us to give them on just what a trustee is expected to do. I know that when the laws change, as they constantly do, Diedre Braverman will be prepared to address those changes in our plan to ensure that it works the same way ten years from now as it's designed to work today.
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Posted by Phil | October 24, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Mr. and Mrs. Philip Cortese
My wife Sue and I had our Living Trust completed by Diedre Braverman. We enjoyed how we were treated. Everyone from desk to Diedre were professional, knowledgeable, patient, real nice people. When I had questions after we completed the process , they were responsive and very helpful. We would recommend Diedre and her firm.
Posted by Heidi | August 27, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Superb Attorney
It has been such an absolute gift working with Diedre, Bennett, Melanie and the Braverman Law Group. Diedre was referred to me by a well-trusted friend, and I couldn't have been happier. The level of knowledge and insight they all have, made the entire process of Estate Planning seamless for my entire family. My experience was superior, both in terms of legal expertise as well as in regards to the kindness and dedication they have provided every step of the way. Highly recommend!
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Posted by Hannah | November 19, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Peace of Mind
Diedre Braverman & Braverman Law Group took care of me. They helped me understand my options for planning for my son's future, which has given me an invaluable sense of peace and assurance. Melanie, the office admin, was extremely professional and kind. She was flexible with me when I had to reschedule due to medical issues, and always treated me respectfully. I always received a prompt response to my queries. I would highly recommend Braverman.
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Posted by Linda | September 14, 2020
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Went above and beyond.
The attorney that prepared my mother’s living trust retired and passed her paperwork over the Braverman Law Firm. After my mom passed I had a multitude of questions and gave them a call. Melanie was skilled at asking me the right questions so she could pass on what I was to the attorneys. Everyone was helpful and patient with my seemingly endless questions. They are top notch professionals!
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Posted by Diane | October 6, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Warm, Intelligent & Creative
My husband and I were worried about estate taxes and about making sure our kids get the money we're leaving them in a way that helps and doesn't hurt them if anything happens to us while they're still young. Diedre helped us choose a strategy that would minimize taxes but more important the money will be spent on things that help our kids until they're mature enough to handle those sorts of decisions themselves. And then it can't be taken away from them if they get divorced. I didn't even know you could do stuff like that. She took time to explain everything to us, sometimes twice. We are both really very happy that we found Diedre.
Read less
Posted by James | September 17, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Ahead of Tight Deadline
We needed healthcare and financial planning documents in a hurry due to a medical situation. Not only did Diedre handle our situation with sensitivity and care, she exceeded our timing expectations. We have already recommended her to friends.
Posted by anonymous | October 28, 2011
Attn Clients: Please Email [email protected]
A very serious medical emergency required that Diedre relocate to where her husband could care for her and supervise the hospital's care of her serious medical condition. While she has been under treatment for many months, some of her legal work has been put on hold. It appears that although she is not yet able to return to work full-time, she has addressed some clients's unfinished projects and is attempting to direct all of her time outside of the hospital to meeting her clients's needs. If you have a legal project that is unfinished, I am sure Attorney Braverman will address it within the boundaries of her medical constraints. Write her directly at the email address in the title, and be sure to include how to best reach you in your email, as well as what you are most hoping will be done right away. While her medical issues kept her unavailable recently, she is a highly caring and highly ethical person who is doing everything in her power to provide her clients with the best possible outcomes. Anonymous complaints don't allow her to address your issues. Contact her directly with specific needs and wants, and a way for her to reach you so that she can meet those needs and wants.
Read less
Posted by Daryl | October 30, 2009
Performance Review
Diedre created a will, living trust, and special needs trust for us. She was very responsive and clear in her answers whenever we had questions. On issues, she provided excellent counsel. Her work product is outstanding in every way including its presentation, organization, completeness, and efficacy. We wholeheartedly recomment her.
Read less
Posted by anonymous | January 13, 2014
Dropped the ball
Diedre was our trustee on an insurance policy but at some point stopped paying the premiums. She left with no notice. I'm sorry if she had health problems, but is it really not possible for someone else to step in and perform the duties? This shows me that third party trustees are a terrible idea.
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Cost

Rates
  • Free Consultation 30 minutes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 9.7 (Superb)

Work Experience

  • 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
View all work experience

Education

  • Stanford Law School
  • JD - Juris Doctor
  • 1997
  • University of California - Irvine
  • BA - Bachelor of Arts
  • 1994

Legal Cases

  • Entertainment Company LLC
  • Sophisticated LLC that protected creative control

Associations

  • Wealth Counsel, LLC
  • Member
  • 2001 - Present
  • Colorado Bar Association
  • Member
  • 2001 - Present
  • Boulder County Bar Association
  • Member
  • 2001 - Present
  • Stanford Journal of Law, Business & Finance
  • Chair
  • 1996 - 1997
View all associations

Languages Spoken

  • English

Honors and Awards

  • AV Peer Review Rating
  • Martindale-Hubbell
  • 2013
  • Rising Star
  • Super Lawyers
  • 2011
  • 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
View all awards

Publications

  • 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
View all publications

Speaking Engagements

  • Planning in the Digital Age: Online Assets
  • Planning in the Digital Age: Online Assets
  • 2010
  • Advanced Special Needs Planning
  • Advanced Special Needs Planning
  • 2010
  • 2009 Annual Wealth Counsel Symposium: Planning for the Generations
  • Best Practices
  • 2009
View all speaking engagements

Attorney endorsements

Received (4)
Given (11)
Endorse Diedre
Estate planning Attorney | Dec 30
Relationship: Worked together on matter
"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!"
Trusts Attorney | Nov 07
Relationship: Fellow lawyer in community
"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."
Estate planning Attorney | Sep 11
Relationship: Fellow lawyer in community
"I heartily endorse this lawyer's work. Diedre is an exceptional attorney who stands head and shoulders above her colleagues. I have known Diedre since 2002 when we met as members of a national organization for estate planning attorneys. I initially served as one of Diedre's mentors, but she quickly honed her craft and proceeded to take her practice to a new level of client service, counseling, education and innovation. Diedre is one of the brightest and most ethical of attorneys I have had the good fortune to know. She has developed a caring, compassionate practice working with clients with minor children, and her expertise in special needs planning makes her the "go-to" lawyer for many of my colleagues. Diedre continually works to improve her knowledge and skills and usually sets the standard for other attorneys to follow. She is a board certified specialist, and even though she's a Stanford Law alumna, this Berkeley graduate could not recommend her more highly."
Estate planning Attorney | Aug 26
Relationship: Fellow lawyer in community
"I endorse this lawyer's work. I have known Diedre for several years through the Laureate in Wealth Strategies Program offered by the Southern California Institute. Diedre is an exceptionally bright estate planning attorney with a passion and commitment to protecting those with special needs. I have had an opportunity to collaborate with Diedre at the Southern California Institute - analyzing and testing high level estate planning issues, designing solutions and presenting them to clients. She is excellent."
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