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Estate Planning Packages include:
Sometimes your family needs more sophisticated planning. Some of those strategies include:
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.
We work with Trustees and Executors after a loved ones passing to facilitate the administration of the Trusts and Estates left behind.
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.