Best Brookfield, Wisconsin Trusts and Estates Lawyers
Jamie Barwin is a Shareholder in the Trusts & Estates Section at von Briesen & Roper, s.c. She focuses her practice on estate planning, probate and estate administration, business and corporate planning, special needs planning and tax. Jamie is also a licensed CPA in both Wisconsin and Michigan with six years of experience at Big 4 Accounting. Jamie delivers comprehensive estate planning services to families and businesses. Jamie helps her clients customize and understand their person...
Randy Nelson is a Shareholder focusing his practice on estate planning, advising family businesses, tax planning, trust administration and probate. He is a Certified Public Accountant and was an Adjunct Professor at Marquette University Law School where he taught estate planning for over 30 years. He is a frequent speaker at continuing education courses for lawyers and CPAs on the subjects of estate planning and tax planning. He is the author of the chapter “Estate Planning for Owners o...
Wendy S. Rusch is a lawyer recognized by Best Lawyers in the practice area of Trusts and Estates. Wendy S. practices law in Waukesha, Wisconsin Best Lawyers has recognized Wendy S. Rusch since 2016. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Wendy S. Rusch is held by other lawyers.
Joseph E. Tierney, III has more than forty years of experience focused primarily on tax and corporate law for businesses, owner families and individuals. He has particular experience in the design and administration of plans for very large estates, including some whose accumulated assets have totaled in the eight- and nine-figures. He has also been lead counsel in the purchase and sale of numerous businesses and has extensive experience in entity selection and structuring. Because tax consequ...
Peter Walsh is an attorney with twenty years of experience in estate and asset protection planning and inheritance litigation. Peter assists clients with preserving family wealth through estate and asset protection planning. For example, he utilizes various estate planning techniques to minimize taxes and administrative expenses upon the death or incapacity of a family member. Such planning may include a revocable trust to avoid the cost of court involvement upon the death or incapacity of th...
Morgan Turner is a member of the Trusts and Estates Section at von Briesen & Roper, s.c. She concentrates her practice in the areas of estate planning, which includes, wills, trusts, special needs trusts, powers of attorney, and probate and trust administration. Morgan serves on the Trust Committee for Life Navigators, an organization that works with individuals with disabilities and their families. She is a member of the State Bar of Wisconsin.
Terri Boxer is the Co-Chair of the Trusts and Estates Section. She practices in the areas of marital property, estate planning, and probate and trust administration. She advises clients on business succession planning and tax planning to minimize estate, gift and generation-skipping taxes. She provides services in the drafting of estate plans and other documents including wills, trusts, marital property agreements, premarital agreements and powers of attorney.
George Peek is a Shareholder in the Trusts & Estates Section at von Briesen & Roper, s.c. George assists clients in a broad range of estate planning and administration services, including estate and trust administration, preparation of estate planning documents and representations in guardianships/conservatorships; and he is also a frequent presenter in these areas. In addition, he has litigated several complex estate planning issues including inheritance disputes. Beyond his estate p...
Caitlyn B. Sikorski is a shareholder in Reinhart’s Trusts and Estates Practice where she focuses on trustee compliance and litigation, including breach of trust, breach of fiduciary duty, undue influence, and significant construction and reformation matters. She represents individual and corporate fiduciaries, beneficiaries, and other parties involved in will, trust and intra-family related disputes and matters. Caitlyn is also experienced in prenuptial and marital property agreements, ...
Sumeeta Krishnaney is a member of the Trusts and Estates Section at von Briesen & Roper, s.c. She concentrates her practice on estate planning, including special needs planning and guardianships, charitable estate planning and business succession planning. She focuses on the preparation of trusts, including first and third party special needs trusts, wills, marital agreements, financial powers of attorney, and healthcare powers of attorney. She represents clients in all matters relating t...
Nathan K. Johnson is a lawyer recognized by Best Lawyers in the practice areas of Litigation - Trusts and Estates, Nonprofit / Charities Law, Tax Law and Trusts and Estates. Nathan K. practices law in Waukesha, Wisconsin Best Lawyers has recognized Nathan K. Johnson since 2019. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Nathan K. Johnson is held by oth...
Dennis W. Hollman is a Milwaukee, Wisconsin attorney with more than 45 years of experience advising business owners on Corporate Law , Trusts and Estates , contracts, and business succession planning . He is a founding member of O’Neil, Cannon, Hollman, DeJong & Laing SC , established in 1973. Dennis works with business owners on the legal and financial considerations involved in planning for the future of a company. His work may include developing business succession plans, coordin...
Jennifer R. D'Amato is a lawyer recognized by Best Lawyers in the practice areas of Business Organizations (including LLCs and Partnerships), Closely Held Companies and Family Businesses Law, Litigation - Trusts and Estates, Tax Law and Trusts and Estates. Jennifer R. practices law in Milwaukee, Wisconsin Best Lawyers has recognized Jennifer R. D'Amato since 2007. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. Th...
John “Jack” McNally is a member of O’Neil, Cannon, Hollman, DeJong & Laing SC in Milwaukee, Wisconsin. He is a member of the firm’s Litigation and Trusts, Estates and Succession Planning Practice Groups. Jack represents individuals, families, fiduciaries, and businesses in estate planning, probate and trust litigation, and civil disputes. His practice includes matters involving wills, trusts, powers of attorney, fiduciary duties, business and commercial disputes, a...
