Daniel B. Purtell

Daniel B. Purtell

Estate Planning Attorney

Madison, WI

AVVO

RATING

10.0

Call

No Misconduct

Languages

English

Answers and Advice

7 questions answered.

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...

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Practice Areas

Payments & Fees

Payment Types

Cash, Check, Credit Card

Fees

Fixed (Always), Free Consultation (120 minutes)

Client Reviews

Showing 2 of 9 client reviews

Excellent for Estate Planning / Living Trusts

Posted by: Don 5 months ago.

My wife and I went to Dan for the establishment of a living trust. Dan is very knowledgeable, approachable, and friendly. He has a good...

Estate planning

Posted by: a Estate Planning client 5 months ago.

I first met Dan at a UW-Extension evening course on estate planning. Dan did the legal work for my estate plan and for designating health and...
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Endorsements

Showing 2 of 7 peer endorsements

Edward Fossum Hooper
Edward Hooper

Appleton, WI

9 months ago

Relationship: Worked together on matter

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,...
Wayne W. Wilson Jr.
Wayne Wilson

Madison, WI

Over 2 years ago

Relationship: Co-worker

I endorse this lawyer. Dan started as an Associate Attorney at my firm and has risen to the position of Partner. While he has always had high...
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Résumé

License

2000 License Status: Good Standing for the state of Wisconsin.
Last updated by Avvo: 06/02/2014
We have not found any instances of professional misconduct for this lawyer.

Work Experience

Showing 1 of 2 job entries
2001 – present

Wilson Law Group, LLC

Education

Showing 1 of 2 degrees

1999 Juris Doctorate in Law

University of Wisconsin Law School

Awards

Showing 1 of 11 awards

2014 Accredited Estate Planner

National Association of Estate Planning Councils

Associations

Showing 1 of 17 association entries

2005- present Member

WealthCounsel


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Portfolio

Publications

Showing 2 of 7 publications

2010 Inaction on Federal Estate Tax No Excuse Not to Succession Plan

InBusiness Magazine

2009 Planning for our "Furry" Children

My Dog Magazine

Speaking Engagements

Showing 2 of 24 occasions

2014 Planning for Farm Families: Legacies and Fairness

at Global View Capital Management

2014 Increasing Trend of Trusts and the Wisconsin Trust Code

at 2014 Annual Seminar

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