Wisconsin Estate Planning Lawyers
Wauwatosa, WI Estate Planning Attorney with 30 years experience
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Dan and his law partner, Nelson Donovan, wrote the book _Estate Planning in Wisconsin: Privacy, Protection and Taking Control_, published in 2017. It is an easy-to-understand primer for non-experts, covering the basics of estate planning, including wills, trusts and powers of attorney.
Fresh Start. Stress Relief. Peace of Mind.
With offices in Mesa, Arizona and Madison, Wisconsin, Alliance Bankruptcy Law can provide our clients throughout the U.S. with a financial fresh start. We can help you lower your monthly payments, and also completely eliminate certain types of debts. Bankruptcy can be used as a powerful tool to help you get back on track and give you a second chance. If you feel...
After law school, and the Wisconsin Bar Examination, Johansen began handling cases in Douglas County and surrounding Wisconsin counties. In 2010, Johansen was selected by Super Lawyers, Rising Stars, for excellence...
Middleton, WI 53562
University of Wisconsin Law School
Nelson’s experience as a wartime aviator, military instructor pilot, and airline captain, offers our clients steady precision. He acquired his fiscal savvy from his time as a licensed financial advisor, and an ethical outlook working for the Wisconsin Supreme Court’s Office of Lawyer Regulation.
A UW Law School graduate, Nelson integrates his extensive professional experience...
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Attorney Hartzheim’s experience in business law includes formation and operations of corporations, partnerships, limited liability companies, and limited liability partnerships, along with the various types of buy/sell agreements associated with the above business entities.
In the area of trusts, estate planning, and probate, Attorney Hartzheim’s experience includes preparation of wills, marital agreements, revocable living trusts, irrevocable...
Russ joined GRGB in 2016. Prior to joining GRGB, he was the managing attorney of a local creditor’s rights law firm’s litigation department, where he also worked as a paralegal and law clerk during law school. He has substantial trial and appellate experience, and experience with civil litigation involving real estate, property, consumer credit laws, and municipal law. He also has experience in real estate transactions and estate planning.
Russ is a proud Milwaukee native and dedicated to serving the community. He also believes that his...
Wisconsin Estate Planning Legal Aid & Pro Bono Services
Legal Action of Wisconsin - Madison Area Office
Coalition of Wisconsin Aging Groups Elder Law Center
Planning your estate?
Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.
An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.
Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.
Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.
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