M. Brooke Wilson

M. Brooke Wilson

(415) 957-1800

(415) 974-1520

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Brooke Wilson concentrates her practice in the fields of tax and estate planning, trust administration and probate.  She advises clients on all aspects of estate planning, including guiding clients with family-owned businesses on succession planning, assisting with their philanthropic goals, and preparing plans for traditional, non-traditional, and blended families.  Through the use of sophisticated planning techniques, she helps her clients prepare for successful wealth transfers between generations and minimize their tax exposure in all areas: federal estate and gift taxation, federal and state income taxation, and California property taxation. A significant part of her practice involves advising LGBTQ+ individuals and families, and she is a frequent author and speaker on this topic and many others relating to estate planning, business succession, and trust administration.

Brooke is certified by the State Bar of California Board of Legal Specialization as a Specialist in Estate Planning, Trust and Probate Law and was selected by the publishers of Super Lawyers Magazine and San Francisco Magazine as one of Northern California’s “Rising Stars” for 2015-2018.  She has an LL.M. in Taxation and is admitted to practice in California, Pennsylvania and New Jersey.

Practice Areas

Estate Planning

Tax

Business & Corporate Transactions

Trust, Probate & Estate Administration

Certification/Specialties

Certified Specialist in Estate Planning, Trust and Probate Law, Certified by the State Bar of California Board of Legal Specialization

Bar Admissions

California 2010

Pennsylvania 2006

New Jersey 2006

Education

Temple University Beasley School of Law, Philadelphia, PA
LL.M. in Taxation (2008)
J.D. (2006)
Honors: The Faculty Award in Taxation (LL.M.)

University of California at Berkeley, Berkeley, CA
B.A. in Political Science (2000)

Classes/Seminars Taught

  • The Bar Association of San Francisco: “Planning for Companion Animals: Estate Planning Tips for the ‘Furry Children’,” Conference, October 2019
  • Continuing Education of the Bar (“CEB”): “An Overview of Gift Planning,” December 2018
  • City National Bank/Royal Bank of Canada: “November Trust Forum: Trends in Estate Planning,” Co-Speaker, November 2018
  • Berkeley East Bay Humane Society, “Providing for Your Pet’s Future Without You & Estate Planning Tips,” October 2017
  • East Bay Trusts & Estates Lawyers, Estate Planning Boot Camp, “The Revocable Trust,”  Co-Speaker, September 2017
  • National Business Institute, Probate Boot Camp, “Income & Estate Tax Concepts,” “Statutory Protections for Family Members,” and “Probating an Estate that Includes a Business” Sessions, December 2016
  • East Bay Trusts & Estates Lawyers, Trust Administration Boot Camp, “Similarities and Differences in Trust Administration for Single versus Married Settlors,” September 2016
  • San Francisco Business Times, Annual Family Business Strategies Summit 2016, Conference Panel, July 2016
  • CEB: “Crossover Issues in Estate Planning & Family Law,” Conference Panel, May 2016
  • Guide Dogs for the Blind: Estate Planning Conference, “Planning for Single Clients, Same-Sex Couples & Smaller Estates; Pour-Over Wills” Session, April 2016
  • CEB: Estate Planning Basics Conference, “How to Administer a Revocable Trust” Session, September 2015
  • CEB: “How to Administer a Revocable Trust,” Co-Speaker, April 2015
  • East Bay Tax Club: “Portability—Worth All The Fuss?,” Co-Speaker, November 2013
  • Bell Investments Advisors Women’s Roundtable, “Giving with a Plan,” Conference Panel, 2013
  • “Charitable Gifting: Overview of Tax Considerations for Lifetime and Testamentary Gifts”, Performing Arts Workshop – Donor Reception, 2010

Professional Associations and Memberships

Professional Advisors Council, Horizons Foundation
Council Member, 2018 – current
    * Member of Horizons Foundation Professional Advisors Network

Bar Association of San Francisco (BASF)
Estate Planning, Probate & Trust Section, 2018 current  (Section Chair, 2019 – 2020)
Taxation Section, 2018 current

California Lawyers Association
Trusts and Estates Section, 2010 current
Taxation Section, 2012 current

East Bay Trusts & Estates Lawyers (EBTEL), 2012 2018 (Section Co-Chair, Estate Planning & Administration Committee, 2015 2016)

East Bay Estate Planning Council, 2012 2017

East Bay Tax Club, 2012 2016

Bay Area Lawyers for Individual Freedom (BALIF), 2011-2015

Philadelphia Bar Association, Probate and Trust Law Section, 2007-2009
Legislative Committee, 2007-2009
Chair, Subcommittee on the Pennsylvania Assisted Reproductive Technology Act, 2009
Executive Committee: Legislative Committee Representative, 2009

Philadelphia Bar Association, LGBT Rights Committee, 2008-2009

Pro Bono Activities / Community Involvement

Berkeley East-Bay Humane Society, Volunteer & Member the Board of Directors from 2011-2014

  • “Income Tax Basis,” California Estate Planning, CEB Estate Planning Treatise, update author, 2019 and 2020
  • “Taxation of Trust Distributions,” California Will Drafting, CEB Estate Planning Treatise, update author, 2018 and 2019
  • “Issues During Marriage, Registered Domestic Partnership, and Cohabitation,” Crossover Issues in Estate Planning and Family Law, CEB Estate Planning Treatise, update author, 2018
  • “Introduction: Issues in Estate Planning and Family Law,” Crossover Issues in Estate Planning and Family Law, CEB Estate Planning Treatise, update author, 2017-2018
  • “Promote Harmony in Estate Plans for Blended Families,”  Estate Planning, Thomas Reuters, June 2018
  • “Creating Certainty for LGBTQ Family in Uncertain Times,” Financial Advisor, author, 4/2017
  • “Introduction: Issues in Estate Planning and Family Law,” Crossover Issues in Estate Planning and Family Law, Continuing Education of the Bar – Estate Planning Treatise, update author, 2017
  • “Tax Strategies for Family-Owned Businesses,” Financial Advisor, co-author, 9/2016
  • “Rights on Death of Domestic Partner & Estate Planning Issues,” California Domestic Partnerships & Same-Sex Marriage, Continuing Education of the Bar – Family Law Treatise, update author, 2016
  • “Conflicted on Conflicts: Common Ethics ‘Traps’ for the Trust & Estate Lawyer and Methods of Avoidance,” Co-author, 16th Annual Pennsylvania Estate Law Institute, 2009
  • “The Attorney as a Fiduciary: Permissible Actions & Problem Areas,” Co-author, 14th Annual Pennsylvania Estate Law Institute, 2007