Another Test

Estate Planning for Individuals, Couples and Families


250 W. Coventry Court
Suite 111
Milwaukee, WI 53202


Phone: 414.221.6314
Fax:      414.867.2283


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

Wisconsin Law Journal Woman of the Year! Click to watch the video

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,

PLANNING FOR NON-MARITAL PARTNERS 

Planning and drafting agreements for co-ownership of real estate and cohabitation.

PARENTING PLANNING

Planning for birth or adoption for same sex couples.