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Peter assists clients with estate and business planning, trust and probate administration, taxation and elder law issues including Medicaid and Medicare. Peter has also litigated tax and non-tax issues for clients in Federal and State courts. Peter has a Master of Laws degree in Taxation, and he is licensed to practice law in Wisconsin, Illinois, and Florida.
Peter Assists Clients With
• Estate Planning
• Tax and Succession Planning
• Elder Law, Medicaid and Medicare
• Probate and Trust Administration
• Tax Controversies
• Business Matters
• Tax Exempt Organizations
• Real Estate
Examples of Peter’s Recent Work
• Preparation and implementation of more than 500 estate plans for distinct clients with interests in Wisconsin, Illinois, and Florida
• Successful representation of taxpayers in multi million dollar Income, Estate and Gift Tax Audits at the Federal and the State level, involving various legal issues and valuation disputes
• Successful representation of Lac La Belle Golf Club, Inc. in a multi million dollar real estate tax dispute with the Village of Lac La Belle
• Successful representation of parties in will contests and a wrongful death action
• Serving as co-lead counsel for the participants of the 401(k) Savings Plan for Harnischfeger Industries, Inc. in the case of Kling v. Fidelity Management Trust Co. which led to the recovery by the participants of $10.85 million
• Successful resolution of Title XIX eligibility issues permitting the qualification of clients for needed government medical assistance
Court Admissions
• Wisconsin
• Illinois
• Florida
• U.S. District Court for the Eastern District of Wisconsin
• U.S. District Court for the District of Massachusetts
• U.S. Court of Appeals for the Seventh Circuit
5
Practice Areas
22 years | 100 cases
27 years | 500 cases
27 years | 20 cases
27 years | 50 cases
We have not found any cost information for this lawyer
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Chat withState: Florida
Acquired: 2000
No misconduct found
State: Wisconsin
Acquired: 1999
No misconduct found
State: Illinois
Acquired: 1998
No misconduct found
20975 Swenson Drive, Suite 400, Waukesha, WI, 53186-4081
23 Client Reviews
Showing 1 - 5 of 23 reviews
Posted by Harley | May 25, 2021 | Hired Attorney | Elder Law
Elder Law
Mr Walsh advised and assisted in the somewhat complex MEDICAID application process for my 88 year old Mother. His professional guidance and MEDICAID planning smarts ensured the MEDICAID application would meet the eligibility requirements for a successful submission. His advice to execute a Promissory...
Posted by Suzanne | May 28, 2019 | Hired Attorney | Estate Planning
Excellent Attorney and Human Being
I was faced with a very traumatic and complex family estate problem. I was referred to Peter for his litigation capabilities but also discovered his compassionate approach. He helped me navigate this problem over the course of several years to a favorable conclusion and never lost his compassion an...
Posted by Joy | March 04, 2019 | Hired Attorney | Estate Planning
Trust Account
I would definitely hire Peter as your Estate Planning attorney. He was nothing but helpful, knowledgeable and proffesional. Cleaned up a lot of loose ends that should have never happened while my Father was alive.
Posted by Carrie | January 30, 2015 | Litigation
Probate Litigation
My sister and I needed a litigation attorney and were referred to Peter in Oct 2014, so we have worked with Peter for 4 months. Peter navigated us through the complex procedures of court, litigation, probate and a host of other issues surrounding our case. My sister and I would ask Peter many quest...
Posted by Nora | January 30, 2015 | Probate
Probate Litigation
My sister and I were referred to Peter by a local attorney. We met with Peter and explained our situation. We came away from that initial meeting feeling so very relieved, knowing that we were in very capable, knowledgeable and experienced hands. We had many, many questions over the course of the las...
"Pete Walsh is a great lawyer with formidable legal skills; strongly liked and respected by the lawyers and judges in the legal community. This is an attorney that I absolutely endorse!"
"I have known Attorney Walsh since I started practicing law. He is very knowledgeable, skilled and hard working. I have seen the results he has obtained for his clients and am impressed by his commitment to fighting for what his clients needs and what he believes in. I would not hesitate to retain Attorney Walsh if I had an issue in this area."
"I have worked with Peter on several probate litigation and estate planning matters. Peter has extensive experience and knowledge with probate and estate planning matters. He is a true advocate for his clients and will fight to get them the justice they deserve."
Workers compensation lawyer
N/A
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2015 - Present
Attorney, Whyte Hirschboeck Dudek S.C.
2008 - 2015
Attorney, O'neil, Cannon, Hollman, Dejong & Laing S.C.
Member
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Board of Directors
Chair
1999
LL.M - Master of Laws
1998
JD - Juris Doctor
1995
BA - Bachelor of Arts
2013
“Inheritance Litigation: Will Contests, Intentional Interference with Inheritance, Constructive Trusts, and No Contest Clauses,”
2012
“Medicaid Asset Eligibility Planning: Powers of Attorney and Guardianships”
2012
“Arguments for Attacking Spousal Testamentary Trusts,”
2011
"The Basics of Wisconsin Long Term Care Planning"
2011
"Income Tax Issues and the Elderly"
2011
"Resolving Multi-Jurisdictional Practice of Law Issues in Estate Planning"
2010
"The Tax Court Blesses Formula Clauses"
2007
"Wisconsin General Property Taxes Fundamentals and Challenges"
2013
2012
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2010
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2001
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English