Estate Planning for Individuals, Couples and Families


222 East Erie St.
Suite 210
Milwaukee, WI 53202


Phone: 414.221.6314
Fax:      414.271.8442


For a short video explanation of estate planning, click here.

Areas of Practice

LIFETIME PLANNING 

Drafting and enforcing health care powers of attorney, living wills, medical authorizations, financial powers of attorney, and other advance directives.

ESTATE PLANNING 

Wills, trusts, living trusts, and techniques to avoid probate transfers using beneficiary designations, transfer on death (TOD) and pay on death (POD) designations, and nontestamentary transfers using marital agreements. 

Protecting financial interests of children and disabled beneficiaries including creditor and divorce protection.

RETIREMENT BENEFIT PLANNING

Structuring estate plans to protect inherited retirement benefits like IRAs and maximize income tax benefits; charitable gift planning to minimize income taxes.

ESTATE & GIFT TAX PLANNING 

Marital deduction, portability and GST planning; life insurance, dynasty, QPRT, GRAT  and other irrevocable trusts; gift and charitable gift planning.

MARITAL PROPERTY PLANNING 

Consultation and drafting of prenuptial and postnuptial agreements.

POST-DEATH ADMINISTRATION

Living trust administration, transfer of assets without probate,

FULL SERVICE PLANNING FOR SAME SEX PARTNERS 

Consultation on marriage issues and analysis of legal and tax risks and benefits; planning and drafting agreements for co-ownership of real estate, cohabitation, domestic partnership registration, and marriage.

PARENTING PLANNING

Planning for birth or adoption for same sex couples.