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Daniel B. Purtell
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Daniel B. Purtell

Practice areas:

Estate Planning, Trusts, Medicaid & Medicare, Business, Elder Law

About Me

He is the co-author of Your Life, Your Legacy (2003) and has written numerous published articles on various estate planning topics. Attorney Purtell is an active member of WealthCounsel, the Wisconsin Council of Estate Planning Attorneys (past-President), the Madison Estate Council, the State Bar of Wisconsin (Real Property, Probate and Trust Law Section), and the Dane County Bar Association. He is also committed to his community through involvement in the Optimist Club of Cross Plains (past-President), being an active parish member of St. Francis Xavier Parish, and through his appointment to the Chair of the Personnel Committee for the Village of Cross Plains (2006-2007).

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Photos and Videos

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Practice Areas

Licensed since 2000

  1. Estate Planning: 50%
    14 years
  2. Trusts: 25%
    14 years
  3. Medicaid & Medicare: 15%
    14 years
  4. Elder Law: 5%
    14 years
  5. Business: 5%
    14 years

Payment

Fees:

Fixed (Always), Free Consultation (120 minutes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

8 total 

  • Syovata K. Edari

    I endorse this lawyer. Attorney Purtell is an excellent lawyer, a zealous advocate and cares about his clients' futures. I would not hesitate to hire Dan for my estate planning needs.

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    Syovata Edari Federal Crime Attorney
    Relationship: Fellow lawyer in community

  • Edward Fossum Hooper

    I endorse this lawyer. Dan is an excellent estate planner. HIs firm is a leader in the Madison, Wisconsin area in both traditional, trust based, estate plannning and in long term care planning. Of special significance is his trust maintenance program that keeps his estate plans up to date.

    More 

    Edward Hooper Estate Planning Attorney
    Relationship: Worked together on matter

Contact Info

Wilson Law Group, LLC

7633 Ganser Way
Suite 100
Madison, WI, 53719

Resume

License

StateStatusAcquiredUpdated
WIGood Standing200003/24/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
Accredited Estate PlannerNational Association of Estate Planning Councils2014
Estate Planning Law SpecialistNational Association of Estate Planning Councils2014
Executive RegisterInBusiness Magazine2013
Star of Madison- Finalist Law FirmWisconsin State Journal2012
Executive RegisterInBusiness Magazine2012
Executive RegisterInBusiness Magazine2011
Star of Madison- Finalist, Law FirmWisconsin State Journal2011
Executive RegisterInBusiness Magazine2010
Executive RegisterInBusiness Magazine2009
Honor Club- PresidentOptimist International2006
Honor Club- PresidentOptimist International2005

Work Experience

TitleCompany NameDuration
Owner/AttorneyWilson Law Group, LLC2001 - Present
AttorneySkemp and Associates, SC2000 - 2001

Associations

Association NamePosition NameDuration
Better Business Bureau of Wisconsin, Inc.Member, company2013 - Present
American Agricultural Law AssociationMember2012 - Present
Academy of VA Pension PlannersMember2011 - Present
Knights of ColumbusKnight2011 - Present
BNI- Referrals with PurposeMember2009 - 2011
Fitchburg Chamber of CommerceMember2008 - 2011
Cross Plains Chamber of CommerceMember2008 - Present
Middleton Chamber of CommerceMember2007 - 2011
The Advisors ForumMember2006 - Present
WealthCounselMember2005 - Present
State Bar of Wisconsin, Real Property, Probate and Trust Law SectionMember2004 - Present
State Bar of Wisconsin, Elder Law SectionMember2004 - Present
Madison Estate CouncilMember2004 - Present
Wisconsin Council of Estate Planning AttorneysMember, Past President2003 - Present
Cross Plains Optimist ClubMember, Past President2003 - 2011
Greater Madison Chamber of CommerceMember2001 - Present
State Bar of WisconsinMember2000 - Present

Legal Cases

Case NameOutcome
Planning for Child with Special NeedsSpecial Needs Trust

See all Legal Cases 

Publications

Publication NameTitleDate
InBusiness MagazineInaction on Federal Estate Tax No Excuse Not to Succession Plan2010
My Dog MagazinePlanning for our "Furry" Children2009
Lasting Legacy- Catholic Diocese of Madison Stewardship NewsletterWhat is Charitable Gift Planning?2009
Wisconsin WomanProtect yourself from identity theft2008
50 Plus LifestylesGrave Robbery: Identity Theft of the dead and how to prevent it2008
Brava MagazinePlan to protect your family in case of a future crisis2008
Your Life, Your LegacyYour Life, Your Legacy2003

Education

School NameMajorDegreeGraduated
University of Wisconsin Law SchoolLawJuris Doctorate1999
University of Wisconsin, PlattevillePolitical Science/HistoryBachelor of Arts1995

Speaking Engagements

Conference NameTitleDate
Global View Capital ManagementPlanning for Farm Families: Legacies and Fairness2014
2014 Annual SeminarIncreasing Trend of Trusts and the Wisconsin Trust Code2014
Wisconsin Fraternal Insurance Counselors ConferenceOpportunities in Estate Planning2013
Knights of Columbus- St. Dennis, MadisonDirty Dozen Estate Planning Mistakes2013
Knights of Columbus- Cottage GroveDirty Dozen Estate Planning Mistakes2013
Knights of Columbus- CambridgeDirty Dozen Estate Planning Mistakes2013
Knights of Columbus- Agency MeetingOpportunities in Estate Planning2013
FCSLA- Midwestern Sales ConferenceOpportunies in Estate Planning2013
Dodge County ARCSpecial Planning for Special Needs2013
"It's all about the Kids"- Columbus HospitalSpecial Planning for Special Needs2013
Wells Fargo Financial Advisors, LLCDirty Dozen Estate Planning Mistakes2012
NAIFA Wisconsin CE DayPlanning for Veterans/Planning with IRAs2012
Member Education DayPlanning for Farm Families2012
Knights of Columbus- Cottage GroveDirty Dozen Estate Planning Mistakes2012
Holistic Moms Network, November 2012 MeetingFamily Protection Planning2012
FCSLA- Midwestern Sales ConferenceEstate Planning for Financial Advisors2012
Badgerland FinancialEstate and Succession Planning for Farm Families2012
Wells Fargo Advisors, LLCDirty Dozen Estate Planning Mistakes2011
Stoughton Hospital FoundationMy Final Gift to Family and Friends2011
Stoughton Hospital FoundationEstate Planning and Charitable Giving2011
Knights of ColumbusPlan Your Legacy2011
Dane County Service Clubs Speakers BankDan can speak to your group2009
Dane County Dog FairEstate Planning and Companion Animals2009
Badger Kennel ClubEstate Planning for Pets2008