Top best Estate Planning Lawyers Near me in ZIP 53207

Whether he is working with clients to create and administer an estate plan, solving complicated business problems, negotiating with the IRS, or helping to transition a family owned business to the next generation, Carl prides himself on being a trusted advisor to his clients. With a Master’s Degree in Taxation, Carl possesses unique skills to assist his clients in solving legal issues in a tax efficient manner. A clear thinker and easy to talk to, Carl distills complex legal issues into understandable ones that allow his clients to make effective decisions. Carl’s clients are individuals and businesses in a wide variety of occupations and industries that value a trusted advisor as their lawyer.. Carl Assists Clients With. Experience/Representative Client Work. Awards/Distinctions. Articles/Presentations. Community Involvement. Education

The greatest compliment I hear repeatedly from clients is that I made the estate planning process less difficult than they imagined, that I explained complex concepts so they made sense, and that the documents I prepared for them were clear and understandable.

Personal interests include playing and listing to music, playing soccer and softball, and supporting Wisconsin sports teams.

Our loved ones are often the reason we work so hard.  My job is to help you make sure your loved ones are properly cared for and to preserve your resources for their benefit.. Becoming a new father really brought this into perspective for me.  I took plenty of time to do some “liquid living:" some time in Colorado, a trip around the world, learning another language.  As a result, I feel I can bring a unique perspective to the estate planning process.. My purpose is to help clients understand how to handle unexpected events in their lives. For example, if you can no longer take care of yourself or there has been a death in the family:. ·       How is the mortgage going to be paid?. ·       Who can get money out of my accounts to pay for food?. ·       Who is going to take care of my kids and how is that going to be determined?. ·       Will my children have to move?. A lot of us are concerned about something happening to us that will be a burden on the rest of our family.  We also worry about causing a significant impact on their ability to live their lives.  A lot of planning goes into dealing with incapacity because that can often be more trying than a death in the family.. Estate planning is important to me because it is the process used to manage those issues.  It helps people know those issues are taken care of and allows them to focus on things that are more fulfilling in their personal and professional lives.. I work with financial planners, accountants, insurance companies and other professionals to figure out the best way to take care of your family based on your values.. I enjoy providing solutions that help people have the peace of mind that their family will be taken care of if they cannot do it themselves.  I also take pride in using the time to find the right fit based on my clients’ values; ensure they understand the available options and are actively engaged in the process.  I focus on my clients’ personalities, goals, and values to provide a tailored estate planning solution.  That is why I went to law school – to learn how I can help people.. If an estate planning consultation will help you feel better about how your loved ones will be taken care of after something happens, please set up a consultation and fill out and return our Estate Planning Deficiencies Checklist.

Our firm is in general practice and we handle a variety of areas including bankrtupcy, family law, estate, immigration, consumer, commercial, civil rights, business, real estate, probate and criminal law.. We strive to provide value to our clients and to provide cost effective services.. I speak numerous languages and have previously lived in Moscow, Russia where I opened and operated a cosmetics factory until 1994.  Prior to this, I worked in executive management in operations and finance and held public office.. I am married with four sons and raise chickens and quail.

My legal practice focuses on the following areas:* Corporate law and business planning.* Business succession and tax planning.* Estate planning, probate and trust administration.* Family foundations and tax-exempt organizations.I serve as counsel to individuals, families, and businesses regarding appropriate estate planning, business succession and tax planning arrangements to carry out their goals and objectives. This includes advise on all aspects of probate and trust administration, including estate and gift tax return preparation, private letter rulings, and representation before the IRS and Wisconsin Department of Revenue. I also serve as counsel to businesses on a wide variety of ongoing business needs, including organization and development of corporations, LLCs, and partnerships, business planning and corporate compliance, contract drafting and negotiations, corporate restructurings, joint ventures, spin-offs, mergers, acqusitions, and the ultimate sale of the businesss.. I provide counsel to nonprofit organizations and foundations on all aspects of nonprofit and tax exempt organizations law, including start-up; obtaining and maintain income tax, property tax and sales tax exemptions; governance and corporate procedures; fiduciary duties of officers and directors; continuing compliance with the complex federal and state regulations applicable to nonprofit organizations and their officers and directors; organizational change, mergers, spin-offs, joint ventures, strategic alliances, creation of subsidiaries and other reorganizations.

Ms. Diane K. O'Connor is a graduate of Smith College and Marquette University Law School.  She received certificates in Trust Administration from Northwestern University and Advanced Estate Planning from the American College. Attorney O'Connor is a Fellow of the American College of Trust and Estate Counsel, and a member of the Wisconsin and Milwaukee Bar Associations.  She is a Past Chair and Director of the State Bar Real Property, Probate and Trust Section and past Director of the Milwaukee Estate Planning Council. She has been a member of the State Bar committees on Marital Property Reform and Probate Code Reform and is a past member of the Wisconsin Trustees Association and Estate Counselors Forum. She is currently listed with Milwaukee Super Lawyers and Best Lawyers in America.  Ms O'Connor retired from practice in 2013.

Mr. Frenn focuses his practice on small business law, real estate, non-profit organizations, wills, trusts estates, and business litigation.  He also has extensive experience in residential and commercial real estate transactions, including buying, selling, tax-free exchanges, buying/selling businesses and eminent domain cases.

Matthew J. Linn graduated from the University of Wisconsin – Milwaukee (B.B.A. cum laude in Finance June 1999 and M.B.A. in Leadership and Technology May 2004), and the William Mitchell College of Law, in St. Paul, Minnesota (J.D. May 2007). At law school, Matt was recognized upon graduation for donating 50 or more legal hours to public service and was honored through the Minnesota Justice Foundation's Law School Public Service Program. His law school activities included participation in William Mitchell's nationally ranked clinic program where he represented non-profit entities and provided legal assistance to Minnesota prisoners. Matthew received the school's CALI Excellence for the Future Award and served as the LexisNexis Student Research Assistant.. Prior to enrolling in law school, Matthew was employed by the financial firm Thomson Reuters (FKA Thomson Financial), where he performed business analysis for system design and function of front-end and back office brokerage trading interfaces and their corresponding business applications. After law school, Matthew practiced as an attorney in Milwaukee, Wisconsin before moving to Arizona in 2009 and practicing law in Phoenix.  Matthew returned to Wisconsin in 2014 and practices in the areas of probate, estate planning, bankruptcy, guardianships, family law, real estate, business law and criminal defense.. Matthew's leisure time activities include traveling, as well as developing fluency in the Spanish language.

Mark concentrates his practice in the areas of estate planning, business succession planning and family wealth counseling and typically assists business owners, professionals, senior executives and other individuals, couples and families who appreciate his thoughtful and creative approaches to their often complicated personal, tax and financial planning challenges.. Mark has experience in the preparation and implementation of wills, revocable trusts, irrevocable life insurance and gift trusts, charitable trusts, family limited partnerships, marital property agreements, powers of attorney and other estate planning techniques. These techniques are often used in combination to help clients achieve their goals of reducing administrative hassles, avoiding taxes, structuring a positive inheritance, incapacity planning, creditor protection and other benefits. When applied to the context of planning involving closely held businesses, Mark assists clients in income tax planning, liability protection, ownership and management succession, and other matters. In addition, Mark often assists his business-owning clients with the incorporation of businesses, preparation of organizational documents, buy-sell and stock restriction agreements, and preparation of partnership and employment agreements.. Mark has been quoted in such publications as Smart Money, Worth and Investment News, and was an adjunct professor at the University of Wisconsin Law School where he taught business succession planning, and frequently speaks on estate planning topics. His presentations are on a wide variety of subjects and are generally made to groups of attorneys, accountants or other financial professionals, but have also been made to business groups and the general public.

Kelly is a member of the Business Law and Tax & Succession Planning Groups. She assists clients with estate planning, succession planning, probate, trust administration, and inheritance litigation.. Kelly enjoys working with families and believes in educating her clients on how their estate plan will work while they are alive, what happens in an emergency, and what happens upon the loss of a loved one. She believes that a good estate plan will help ease potential family tensions and stress upon the loss of a loved one.. Kelly grew up working on her family’s dairy farm and her mother’s family’s 3rd generation machine shop. She watched many business decisions being made at the kitchen table and understands how family dynamics are inseparable from the family business. She appreciates the ingenuity, perseverance, and dedication required of business owners to grow and expand their businesses.

Jim is an attorney with Halling & Cayo, S.C. He practices estate planning, probate, mediation, and civil litigation.

I have participated in the MS Walk since 1991 and am proud to have been a top 10 fundraiser for the past several years.. I enjoy all things sci-fi and enjoy traveling.

I have a strong belief the role of a family lawyer is to guide my clients through a process that is often complicated and stressful. Through my years of practice I have found the number one driving force behind the disputes is fear. Fear of the unknown has an incredibly powerful influence on both the parties. I feel it is important to advocate strongly on behalf of my clients, but part of that advocacy is a duty to redefine the family unit without destroying it. No two cases are ever the same and as such I carefully evaluate each and every individual's goals. I take an educational approach because I respect my client's ability to partake in the process. While I do my best to see whether we can resolve the issues without taking them before a Judge, I understand there are some issues which require judicial determination.. In the event one of my cases proceeds to the point of trial I make absolutely certain the case and my client are fully prepared. I take a realistic and straight forward approach to the trial. In my opinion there are very few cases which require judicial intervention if an attorney genuinely understands the laws and is familiar with the particular Judge assigned to the case. However, this does not necessarily translate into the opponent taking a realistic stance on the issues and this is an unfortunate obstacle to resolution without a trial.. Whenever I am consulted for a legal problem I always encourage my potential clients to interview more than one attorney. Why? Because you should trust who you hire; you must feel confident in communicating the good and the bad facts of your position; and you must feel confident with their knowledge and ability to competently assist you. If your situation was not important, you would not be seeking legal counsel - make sure the person you hire respects this above all else or you are in for disappointment.

I focuse my practice on Family Law and Mediation. I have specific experience dealing with divorce, paternity, post-judgment custody and support issues, grandparents rights and guardian ad litem work. Over the past five years, I have guided clients and families through many complex emotional and financial situations. I provide legal expertise and practical advice in a flexible, client-centered approach to family law issues.. I also have extensive experience with estate planning and probate. I encourage clients to create a plan for death or incapacity to alleviate the trauma of these events on their families.

I created my firm with one goal in mind: to help everyday people and business owners solve any legal problems and issues that they may face.  My office is a full-service practice to help clients, their friends, and families.  I value all of the relationships I have built over my many years of serving the people of Southern Wisconsin.. I am an experienced attorney with over 39 years of experience in private practice in Wisconsin.  I have helped clients with a wide range of legal issues.  I have successfully helped clients achieve their  goals in Family Law, Criminal and Traffic Defense, and litigation in commercial and probate cases.. I also help people and business and real estate  owners solve their financial problems by way of collection, foreclosure defense, bankruptcy, both Chapter 7 and Chapter 13, and eviction.. I can also help with estate planning, home and business purchases and sales, and personal injury, along with guardianship issues.. You may ask, how can one person do all of this, and do it well? It is from my many years of experience in Wisconsin Law, having dealt with these areas of law multiple times.. As a graduate of the University of Wisconsin-Madison with a Bachelors' Degree in Finance, and a Law Degree, I feel privileged to serve our community, and look forward to helping you and your family.

I am an attorney, wife and mother of three. In my free time I enjoy playing tennis, practicing yoga, and doing just about anything with my family and our dog. I am also very involved with First Stage, a non-profit organization dedicated to transforming children's lives through theater.. I am happy to take the time to talk about whatever questions or concerns you might have related to your estate planning and probate needs. I pride myself on being able to communicate in a way that is effective and will work with you and be responsive to accomplish your goals timely.

I am an attorney and partner at Walny Legal Group LLC in Milwaukee, Wisconsin.  My practice has a special emphasis in elder law.  I enjoy representing my clients through adult guardianships, special needs and long-term care planning, and other aging and special needs matters.As part of my practice, I assist families and individuals with Medicaid (Title XIX) asset protection planning.  I assist clients seeking to selter assets and obtain eligibility for long-term care benefits in the pre-planning and crisis planning stages. When working with families I utilize special needs trusts, ABLE accounts, strategic planned gifting plans, Medicaid Compliant Annuties, promissory notes, life estates, LLCs and other unique planning tools available.  Lastly, I am experienced with conducting Medicaid appeals for wrongful denials of benefits.. I have also represented clients with elderly and disabled family members in adult guardianship and protective placement proceedings. I am experienced with petitioning, defending, and serving in the fiduciary guardian role in high conflict matters.. I am a member of the State Bar of Wisconsin and State Bar of Illinois.  I am an active member of the National Academy of Elder Law Attorneys (NAELA) and local Wisconsin NAELA chapter, a board member for the State Bar of Wisconsin's Elder and Special Needs Law Section, and board member of the Milwaukee Bar Association.  I volunteer on the board of directors for ACAP Waukesha, the trust committee for Life Navigators Inc. and LPGA Amateurs Women's Golf Association serving as the Golf Leagues and Education Director for the Milwaukee Chapter.. I enjoy coming to work everyday and helping my clients and their families navigate the complex issues associated with aging, having a disability and planning for long-term care. I would be honored to serve your family.

Eido Walny handles cases various matters related to estate and asset protection planning, as well as business succession.  He has vast experience in matters including tax planning, asset protection, and wealth management.  He has drafted hundreds of trusts, including revocable trusts, life insurance trusts, special needs trusts, and charitable trusts.  He has experince with probate and trust administration.. Additionally, Attorney Walny helps many business owners with everything from  start-up to contracts to business succession and M&A issues.  His experience covers small family LLC's to huge corporations.

Britany is a member of the Business Law, Mergers and Acquisitions, Tax Advice, Planning, and Controversy, and Estate & Succession Planning Practice Groups where she focuses on helping clients effectively manage one of their most significant costs—taxes—by advising clients on a variety of federal, state and local, private wealth, employee benefit, real estate, tax-exempt and controversy tax matters. By utilizing her former experience as a certified public accountant, she understands the numbers as well as the legalities associated with the various tax issues our clients face and approaches issues at every angle to help further our client’s overall individual and business objectives.. Britany Assists Clients With. Experience/Representative Client Work. Professional Associations & Affiliations. Awards/Distinctions. Education

Attorney Stacy A. Vogeltanz received her undergraduate degree from the University of Wisconsin-Madison (B.A. 2007). She graduated cum laude from the University of Minnesota Law School in 2010 and has been licensed in the state of Wisconsin since 2011. She worked with the Milwaukee County Department of Child Support Enforcement and the Wisconsin Supreme Court Office of Lawyer Regulation. Stacy has been focused on Estate Planning and Elder Law for the past 4 years. Stacy spent several years helping Social Security Disability applicants obtain the benefits they deserved.. Stacy is a member of the Wisconsin State Bar, the Milwaukee Bar Association, Wealth Counsel, Elder Counsel, Wisconsin Council of Estate Planning Attorneys,  and the National Academy of Elder Law Attorneys (NAELA). She is an accredited attorney with the Department of Veterans Affairs.. Education. Professional Experience. Professional Memberships & Bar Admissions. Volunteer Activities