Carl assists individuals and organizations in solving the complex business and legal... more
Carl assists individuals and organizations in solving the complex business and legal issues they face. He prides himself on being a clear thinker, good communicator, and problem solver. Carl’s work involves helping individuals, executives, professionals, and business owners with estate and business planning, as well as trust and probate administration. He also focuses on estate, gift, and incom... view profile
Ms. Diane K. O'Connor is a graduate of Smith College and Marquette University Law... more
Ms. Diane K. O'Connor is a graduate of Smith College and Marquette University Law School. She received certificates in Trust Administration from Northwestern University and Advanced Estate Planning from the American College. Attorney O'Connor is a Fellow of the American College of Trust and Estate Counsel, and a member of the Wisconsin and Milwaukee Bar Associations. She is a Past Chair and Di... view profile
As a Personal Trust Officer with The Private Client Reserve of U.S. Bank, I deliver... more
As a Personal Trust Officer with The Private Client Reserve of U.S. Bank, I deliver trust, estate and business succession planning expertise to individuals and families at all stages of life to manage the complexities of wealth preservation and distribution. I develop and implement the range of solutions available to meet each client’s needs and expectations based on the complex financial and e... view profile
Probate is the legal process used to carry out a person's will after their death; a probate attorney advises you on how to perform the steps in the process. In general, once you have identified and collected the dead person's belongings, including their money, property, and other assets, you pay the person's debts and taxes. Once all debts have been paid, you distribute their money and property according to the language of the will. If there is no will, the laws of the state where the dead person lived control how the property is distributed. A probate attorney helps you plan what happens to your property when you die, as they can probate wills and act as your probate court estate representative. A probate attorney also represents family members and beneficiaries wishing to challenge wills.