Find Lawyers in Milwaukee, Wisconsin for Trusts and Estates
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.
William Frazier is a member of Davis|Kuelthau’s Litigation Team practicing in the Milwaukee office. He focuses his practice on the corporate representation of public and privately-held companies, primarily involved in manufacturing, wholesale grocery, transportation and railroad industries, including extensive experience in corporate, management labor, litigation including defense of products liability, medical, architects and engineers errors and omissions and railroad FELA and crossin...
Whether he is working with clients to create and administer an estate plan, solving complicated business problems, negotiating with the IRS, or helping to transition a family owned business to the next generation, Carl prides himself on being a trusted advisor to his clients. With a Master’s Degree in Taxation, Carl possesses unique skills to assist his clients in solving legal issues in a tax efficient manner. A clear thinker and easy to talk to, Carl distills complex legal issues into...
For over forty-five years, Dennis has advised business owners in all areas of contract and corporate law. He focuses primarily on assisting his clients with business succession planning, estate planning, contract and corporate law—with an emphasis on mergers and acquisitions, shareholder/partner disputes, and financial workouts for businesses. One of the founding members of the firm in 1973, Dennis has assisted hundreds of business owners and their companies in structuring successful bu...
Bob Mathers is a Shareholder and Chair of the Tax Section. He is licensed to practice law in Florida, Arizona, Wisconsin and Minnesota. He provides legal and business advisory services to Midwest businesses and their owners with a focus on closely-held businesses, estate planning and private wealth services. He is a Certified Public Accountant and is AICPA Accredited in Business Valuation (ABV) and is an AICPA Personal Financial Specialist (PFS). He leverages his prior experience as one of th...
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...
Ann M. Rieger is a Past President of Davis|Kuelthau, s.c. and currently serves on its Board of Directors. She is a practicing attorney on the firm’s Corporate Team. With 29 years of experience, Ann concentrates her practice in the areas of estate planning, tax planning, tax exempt organizations, and business law. While her clients are typically business owners, professionals and senior executives who appreciate her thoughtful and creative approach to their often complicated personal, ta...
Allen Salomon, a shareholder in the firm, concentrates his practice in the areas of business law and estate planning. Allen represents clients both locally and nationally in a broad range of this practice including estate plan development and implementation, gift and estate tax advice, probate and trust administration, business acquisition, formation and succession planning and representation in general corporate and real estate matters. He also serves on the board of directors of, or as an a...
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, ...
Joe serves as President of Davis|Kuelthau, is a member of the firm’s Board of Directors and formerly chaired the firm’s Corporate and Business Law Team and Real Estate Team. He advises clients on complex sales and acquisitions of companies, real estate transactions and financings, and sophisticated tax planning. He routinely works with clients in structuring their investment entities and offerings as well as developing or acquiring real estate and business assets. Joe has successf...
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...
Kelly is a member of the Tax Advice, Planning, and Controversy, Estate and Succession Planning and Inheritance Litigation and Will Contest Practice Groups. She assists clients with estate planning, succession planning, probate, trust administration, and inheritance litigation. Kelly enjoys working with families and believes in educating her clients on how their estate plan will work while they are alive, what happens in an emergency, and what happens upon the loss of a loved one. She believes...
Trusts and Estates Definition
How Can a Trusts and Estates Attorney Help You?
Trust and estate attorneys help clients plan for the efficient and effective transfer of assets to spouses, to younger generation family members, to other persons clients wish to benefit, and to charities. The practice involves the preparation of trust agreements, wills, powers of attorney, medical directives, and closely held business structures, including partnerships, limited liability companies, and corporations.
What are the Trusts and Estates Practices Focal Points?
When attorneys begin the planning process, they consider your objectives, your family relationships, charitable inclinations, and the relationship of federal and state estate tax, gift tax, and generation skipping transfer tax laws to these objectives. Attorneys then work with you and, in some cases, with other advisers to design the appropriate plan to meet your goals and objectives, prepare the necessary documents to carry out the desired plan, and assist with the implementation of your plan. In connection with family wealth planning, attorneys plan and draft trust agreements and wills, create various business entities, and carry out business reorganizations.
Trust and estate attorneys also handle the administration of estates. Attorneys confer with members of a decedent’s family on the various issues, including:
• Assistance to the executor with the preparation of the required probate documents and assist in valuation of estate assets
• Making insurance claims
• Preparation of final income tax returns and the estate’s income and federal and state estate tax returns
• Monitoring of the investment of the estate’s assets
• Arranging for the distribution of the estate’s net assets
• Throughout the administration of an estate, consideration is given to income tax savings through the timing of distributions and the timing and claiming of appropriate deductions.
In the trust administration area, attorneys advise and consult with corporate and individual trustees concerning the discharge of the trust’s terms and consult with beneficiaries concerning trust administration matters including the preparation of trust accounts.
Trust and Estate attorneys also assist clients in all phases of probate and trust litigation. This may involve construing or reforming the terms of a will or trust, prosecuting or defending a will contest action or surcharge actions against trustees.
What is a Trusts and Estates attorneys goal for its clients?
The goal of an trust and estate attorney is to assist clients to achieve their personal goals while obtaining the significant tax savings which may be available to them through proper planning. Attorneys in the practice spend a significant amount of time dealing with the federal estate, gift, and generation skipping tax issues involved in transfer planning.
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