OUR OFFICE WILL BE CLOSED JULY 3-5 IN OBSERVANCE OF INDEPENDENCE DAY
Our Practice
What is in an estate plan
What is in an estate plan
What is in an estate plan
Estate Planning Packages include:
- Revocable Living Trust
- Pour Over Will
- Durable Power of Attorney for Financial Matters
- Durable Power of Attorney for Heath Care
- Advanced Health Care Directive
- Personal Property Memorandum
- Certification of Trust
- HIPAA Authorization
- Assignments of Property
other strategies
What is in an estate plan
What is in an estate plan
Sometimes your family needs more sophisticated planning. Some of those strategies include:
- Irrevocable Life Insurance Trust
- Qualified Personal Residence Trust
- Gifting Trusts for Children and Grandchildren
- Charitable Remainder Trusts
- Family Limited Partnerships.
- Charitable Gifting
A Member of your team
Probate and Trust administration
Probate and Trust administration
We work with you and your advisors to try and ensure that your plan is effective and will perform long after your documents are in place.
Probate and Trust administration
Probate and Trust administration
Probate and Trust administration
We work with Trustees and Executors after a loved ones passing to facilitate the administration of the Trusts and Estates left behind.
About Dianna
Dianna M. Wilke
Dianna M. Wilke is a Specialist in Estate Planning, Trust and Probate Law, certified by the State Bar of California Board of Legal Specialization.
A California native, 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, serving as Vice President - Scholarship.
Dianna 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. She holds a Master of Laws in Estate Planning from the prestigious program at the University of Miami School of Law, where she was the Heckerling Scholarship Recipient. She also holds a Masters of Laws in Taxation from the University of Alabama School of Law, where she graduated Magna Cum Laude.
Dianna's experience includes private practice at some of the state's most respected firms and management of trust and investment business lines 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 National Business Institute. She served as Chair of the California State Bar Exempt Organization Committee. She is a member of the Trusts and Estates Section of the California State Bar. She is a former member of the Sutter Medical Center Foundation Heritage Advisors and a past Board Member of Villanova Preparatory School, the Sacramento Ballet and Ride To Walk, Inc.
