Top best Tax Lawyers Near me in ZIP 94612

Most people think estate planning is simply passing wealth to your heirs tax-free.  But this makes estate planning sound as if it is for the super-wealthy when in fact it applies to everyone. Although planning for death and taxes are important, it is just one aspect estate planning.. When individuals create an estate plan their primary goals should be (1) protecting their assets; (2) ensuring their affairs (personal and financial) are efficiently managed upon their incapacity and death; (3) conflicts between beneficiaries are minimized; and (4) taxes are minimized.. As an estate planning attorney, I counsel clients on these issues. I advise them on the necessity and the method of creating a plan that will manage their financial and personal affairs in the most legally efficient way possible and I help them create a legacy for their beneficiaries.. Sometimes, however (no matter how thorough the estate plan), legal disputes arise over the disposition and administratoin of an individual's estate.  And when that happens, I represent beneficiaries and fiduciaries through all phases of litigation, including discovery through trial.  Such disputes include issues as to the validity and interpretation of a trust or will, and breach of fiduciary duty claims against an executor or trustee.

Brooke Wilson is an associate at Roisman Henel LLP. Brooke concentrates her practice in the fields of estate planning, trust and estate administration, and federal estate and gift taxation.  She advises clients on all aspects of estate planning, including guiding clients with family-owned businesses on succession planning, assisting with philanthropic goals, and preparing plans for traditional, non-traditional and blended families.. Brooke was selected by her peers and the publishers of Super Lawyers Magazine and San Francisco Magazine as one of Northern California’s “Rising Stars” for 2015.. Brooke is certified by the California State Bar Board of Legal Specialization as a specialist in estate planning, trust, and probate law. She is a member of the Trusts & Estates and Tax Sections of the State Bar of California, the East Bay Estate Planning Council, and the Bay Area Lawyers for Individual Freedom (BALIF), an LGBT bar association.  She previously served on the Legislative Committee of the Probate & Trust Law Section of the Philadelphia Bar Association.  She holds an LL.M. in Taxation from Temple University Beasley School of Law, where she was the recipient of the Faculty Award in Taxation for her graduating class.. Brooke lives in Alameda and serves on the board of directors for the Berkeley-East Bay Humane Society.. Professional Background:. Roisman Henel LLP, Associate, 2013 to present. Sideman & Bancroft LLP, Associate, 2012 – 2013. Schiff Hardin, LLP, Associate, 2010 – 2012. Heckscher Teillon Terrill & Sager, P.C., Associate, 2007 – 2009. Professional Memberships:. State Bar of California:    Taxation Section, member    Trusts and Estates Section, member. EastBay Estate Planning Council. East Bay Trusts & Estates Lawyers—Vice Chair of the Estate Planning & Administration Committee. EastBay Tax Club. Bay Area Lawyers for Individual Freedom (BALIF). Admissions:. Brooke is admitted to practice in California, Pennsylvania, and New Jersey. Education:. TempleUniversity, BeasleySchool of Law:    LL.M. in Taxation 2008 (Faculty Award in Taxation)    J.D. 2006. University of California, Berkeley, B.A., 2000. Speaking Engagements:. CEB Conference:  How to Administer a Revocable Trust, 2015. East Bay Tax Club:  Portability—Worth All The Fuss? 2013. Bell Investments Advisors Women’s Roundtable:  Giving with a Plan, 2013