Wealth transfer planning
N/AOUTCOME: Success for clients
I assist families with the transition of their wealth in a tax-advantaged manner.
Waukesha, WI
Estate planning Lawyer at Waukesha, WI
Practice Areas: Estate Planning, Probate, Trusts
OUTCOME: Success for clients
I assist families with the transition of their wealth in a tax-advantaged manner.
OUTCOME: Success for clients
I develop succession plans for closely-held business owners.
OUTCOME: Success for clients
I design prenuptial agreements that protect family wealth and business interests.
OUTCOME: Success for clients
I advise individual and corporate trustees regarding ongoing trust administration matters, including tax and beneficiary controversies, and termination.