Morgan H. Wahler

Morgan H. Wahler

Associate

San Jose Office 408.286.5800 Vcard Email

Areas of Focus:

Morgan Wahler is an associate attorney in Berliner Cohen’s Estate Planning Group. Morgan counsels individuals and families of all wealth levels, delivering practical estate planning solutions to build and preserve generational wealth through transfers of property and formation of partnerships and limited liability companies. Additionally, she provides estate administration and probate services, as well as advises clients on a variety of tax matters.

Morgan focuses on listening to the wishes and desires of clients to ensure clarity, continuity, and the most favorable tax outcomes suitable to every client’s unique circumstances.

During law school, Morgan participated in mock trial, competing for four semesters and serving on the board for two.  She was also a member of the board for the Women’s Law Caucus. She worked helping first year law students as an academic success fellow for torts, property, criminal law, and constitutional law.

Personal

Ms. Wahler is a Bay Area native, graduate of Presentation High School.  She is an avid fan of basketball (go Warriors) and volleyball.  In her free time, Ms. Wahler enjoys painting, traveling, and playing volleyball. 

Some of her favorite destinations, so far, have been Granada, Spain, where she studied abroad as an undergraduate; and Florence, Italy, for its art, history, and food.

Professional Admissions

  • State Bar of California
  • United States Tax Court
  • United States District Court, Northern District of California

Articles / Publications

  • “The Problem of Charitable Trust Enforcement: Addressing the Insufficiencies of the Attorney General System and Proposing New Law Reform” – ACTEC Law Journal, Summer 2023

Activities / Memberships

  • Santa Clara County Bar Association

Education

  • University of San Diego School of Law, LL.M. (Taxation)
  • University of San Diego School of Law, J.D., magna cum laude
    • CALI Excellence for the Future Award in Legal Writing and Research
  • University of Portland, B.A., political science, sociology, and Spanish