My practice focuses on elder law, estate planning, and probate. I am a certified... more
My practice focuses on elder law, estate planning, and probate. I am a certified elder law attorney by the National Elder Law Foundation (NELF). I am a member of the National Academy of Elder Law Attorneys (NAELA) and previously served as president of the Wisconsin Chapter of NAELA and now serve as a board member. I am a member of the Board of Directors of the Elder Section of the Wisconsin Sta... view profile
I practice law as a relational discipline. I strive to build a culture of trust and... more
I practice law as a relational discipline. I strive to build a culture of trust and openness with my clients, believing that great results depend on client relationships which are sustainable beyond near-term office consultations. I think of my services not as series of transactions primarily but as ongoing additions of value to my clients dynamic situations.
A trust is an arrangement whereby someone owns and manages money or property for another person's benefit. Like a guardianship, a trustee has decision-making authority over the trust property, but no court is involved in the trustee's action–the person who creates the trust defines the scope of the trustee's power. There are many different trust types, including probate trusts, income trusts, spendthrift trusts, and educational trusts. For example, a living trust allows you to manage your property while you are alive and to direct who will manage it if you become incapable of doing so. In essence, you choose your own “guardian” in advance and avoid having the court do it for you. A trust attorney reviews the many reasons for establishing a trust with you, and can ensure your trust will be legally valid.