When your Wisconsin-based interests are at stake.

Practice Areas · Tax & Succession Planning

Estate Planning Services
Estate planning involves analyzing your objectives for the management and disposition of your property and taking action to be sure those objectives are accomplished in the future. Sometimes this process can be very complex, especially when the family includes children from prior marriages and blended families. Estate plans address both the disposition of assets, as well as who will administer the plan that has been put together. Proper estate planning can also help significantly reduce estate taxes as well as the time delay and expense of probate administration.
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Business Succession Planning
Business succession planning involves three main issues: management, ownership, and taxes. Our attorneys manage these issues to facilitate a smooth transition between you and the future owners of your business. We have extensive experience dealing with the many complicated family and financial issues that are involved with closely-held businesses, and work with you to create a succession plan that meets the needs of both your business and your family.
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Tax Advice, Planning, and Litigation
Our attorneys are instrumental in assisting clients with business and individual tax services. We are able to use our expertise in federal and state taxation to guide businesses through tax-free and tax-efficient plans for business acquisitions and mergers, as well as the challenges associated with the sales and income tax obligation of multi-state business operations. We also advise clients on retirement and welfare benefit plan issues, tax deferred real estate transactions, and gifting and charitable giving strategies.
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Will Contests and Inheritance Litigation
Unfair provisions of a will, beneficiary designation, or other estate planning instrument do not have to be the last word as to the distribution of the assets of a deceased person. Under the right circumstances, legal challenges exist for negating such provisions.
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Probate
A common issue confronting those who have recently lost a loved one is whether a court needs to be involved in the settlement of the estate of the deceased person (the “decedent”). If any is required, this involvement falls under the judicial procedures referred to as “Probate.”
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Elder Law - Planning for the Costs of Long-Term Care, Assisted Living and Nursing Home
Failing to plan for the cost of long-term care can be devastating. Without planning, an unexpected need for long-term care can substantially reduce your independence and make you totally dependent on the generosity of family or the government. The cost of unanticipated long-term care, moreover, can easily cost you everything, and deny your family an inheritance.
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