Peter Joseph Walsh

Peter Joseph Walsh

4.8
Rating: 9.1

Licensed for 27 years

Estate planning Lawyer at Waukesha, WI
Practice Areas: Estate Planning, Elder Law, Litigation ... +2 more

20975 Swenson Drive, Suite 400, Waukesha, WI

About Peter

Biography

Practice Areas

5

Practice Areas

Elder Law 24%

22 years | 100 cases

24%
Estate Planning 24%

27 years | 500 cases

24%
Litigation 24%

27 years | 20 cases

24%
Real Estate 23%

27 years | 50 cases

23%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in Florida for 25 years

State: Florida

Acquired: 2000

Member in Good Standing

No misconduct found

Licensed in Wisconsin for 26 years

State: Wisconsin

Acquired: 1999

Good Standing

No misconduct found

Licensed in Illinois for 27 years

State: Illinois

Acquired: 1998

Active and Authorized to Practice Law

No misconduct found

Location

Von Briesen & Roper, S.C.

20975 Swenson Drive, Suite 400, Waukesha, WI, 53186-4081

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Peter Joseph Walsh's Reviews

Avvo Review Score

4.8 /5.0

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... Note and establish a Retainer Trust were just what was needed to make my Mother eligible, while protecting some assets. I have no doubt that the successful 1 time submission/acceptance of my Mother’s MEDICAID Application was in no small part due to Mr Walsh's knowledge and experience in Elder Law. I would highly recommend, if reading this, you give serious consideration to contacting Mr Walsh with your Elder Law needs. You won't go wrong!

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...d empathy for me and my situation. I would highly recommend him not only for any challenging situation but also for "normal" estate planning as he is very pragmatic and knows his own capabilities.

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...ions. Peter took the extra time to answer all of our questions, with expertise and explained to us nuances surrounding our case. We knew that Peter was extremely but, and ours was not a million dollar case, but he took the time and treated us as though we were a million dollar case. We really enjoyed working with him and put our full faith and trust in him. In the end, we were very happy with the outcome.

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...t few months, and he always took the time to answer all of them, and in language that we were able to understand. It was a very stressful & exhausing situation/case, and Peter was able to keep us calm. He was able to help us travese the unfamiliar court system, and kept us completely informed throughout the entire process. I will contact him in the future for any probate, estate and/or trust planning requirements. He also has a great sense of humor! I highly, highly, recommend Peter!!

See All Client Reviews

Peter Joseph Walsh's Lawyer Endorsements

Endorse Peter
Kostas Kostopoulos headshot
Kostas Kostopoulos

Litigation lawyer | Apr 18

Relationship: Fellow lawyer in community

"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!"

Jeanne E. Bell headshot
Jeanne Bell

Elder law lawyer | Jun 05

Relationship: Fellow lawyer in community

"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."

Robert Jacob Welcenbach headshot
Robert Welcenbach

Estate planning lawyer | Jun 05

Relationship: Fellow lawyer in community

"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."

View All Endorsements
Jeanne E. Bell headshot
Jeanne Bell

Workers compensation lawyer

Experience

Rating:  9.1 (Superb)

Honors

N/A

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

Work Experience

2015 - Present

Attorney, Whyte Hirschboeck Dudek S.C.

2008 - 2015

Attorney, O'neil, Cannon, Hollman, Dejong & Laing S.C.

Associations

State Bar of Wisconsin (Tax, Elder Law, and Real Property and Probate sections)

Member

State Bar of Illinois

Member

State Bar of Florida (Tax and Elder Law sections)

Member

Milwaukee Bar Association

Member

National Academy of Elder Law Attorneys, Inc.

Member

Wisconsin Chapter of National Academy of Elder Law Attorneys, Inc.

Member

Society of Financial Service Professionals-Milwaukee Chapter

Member

National Association of Estate Planners & Councils-Milwaukee Estate Planning Forum, LTD

Member

Wisconsin Bar Association (Elder Law section)

Board of Directors

Milwaukee Bar Association (Elder Law section)

Chair

Education

1999

University of Florida, Fredric G. Levin College of Law

LL.M - Master of Laws

1998

DePaul University College of Law

JD - Juris Doctor

1995

Marquette University

BA - Bachelor of Arts

Speaking Engagements

2013

Wisconsin Chapter of the National Academy of Elder Law Attorneys

“Inheritance Litigation: Will Contests, Intentional Interference with Inheritance, Constructive Trusts, and No Contest Clauses,”

2012

Milwaukee Bar Association

“Medicaid Asset Eligibility Planning: Powers of Attorney and Guardianships”

2012

Elder Law Section

“Arguments for Attacking Spousal Testamentary Trusts,”

2011

Society of FSP Financial Services Professionals Day

"The Basics of Wisconsin Long Term Care Planning"

2011

Annual Legal Issues and the Elderly

"Income Tax Issues and the Elderly"

2011

Annual Estate Planning Review

"Resolving Multi-Jurisdictional Practice of Law Issues in Estate Planning"

2010

Monthly Meeting

"The Tax Court Blesses Formula Clauses"

2007

Annual Meeting

"Wisconsin General Property Taxes Fundamentals and Challenges"

Publications

2013

RIA Publications "Multijurisdictional Practice of Law Issues in Estate Planning”

2012

Supplement to Chapter 3 “Intentional Interference With Inheritance and Constructive Trusts May Provide Alternative Legal Remedies for Combating Elder Abuse”

2012

Eckhardt's Workbook for Wisconsin Estate Planners "Planning for Nonprobate Transfers"

2012

Elder Law Journal of Wisconsin “Intentional Interference With Inheritance and Constructive Trusts May Provide Alternative Legal Remedies for Combating Elder Abuse”

2010

Tax Strategies "Formula Clause Changes Taxable Gift Into Charitable Donation"

2004

Tax Strategies "Kimbell Decision Breaths Life into FLPs"

2001

Tax Strategies (an RIA Publication) "Save Transfer Taxes with Family Limited Partnerships"

2001

Tax Strategies "No Swing Vote Premium on Minority Interest in Family Business"

Languages

English

Avvo Rating

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