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Peter Joseph Walsh

Estate planning Attorney at Waukesha, WI

4.8   23 reviews
  • State Years
    Florida - FL 24 years
    Wisconsin - WI 24 years
    Illinois - IL 25 years
  • Licensed for 24 years
    State FL
    Acquired 2000
    Status
    Member in Good Standing No misconduct found
  • Licensed for 24 years
    State WI
    Acquired 1999
    Status
    Good Standing No misconduct found
  • Licensed for 25 years
    State IL
    Acquired 1998
    Status
    Active and Authorized to Practice Law No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Peter

Learn Peter’s areas of practice.

5
Practice areas
  1. Elder law
    24%

    20 years, 100 cases

  2. Estate planning
    24%

    25 years, 500 cases

  3. Litigation
    24%

    25 years, 20 cases

  4. Real estate
    23%

    25 years, 50 cases

  5. Medicaid and medicare
    5%

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

Photos and videos

Location

Von Briesen & Roper, S.C.
20975 Swenson Drive
Suite 400
Waukesha, WI, 53186-4081

Estate Planning lawyers nearby

Reviews

4.8 / 5.0
  23 customer reviews
Posted by Harley | May 23, 2021
This review is from a person who hired this attorney.
| Hired Attorney
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!
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Posted by Suzanne | May 28, 2019
This review is from a person who hired this attorney.
| Hired Attorney
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 and 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.
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Posted by Joy | February 28, 2019
This review is from a person who hired this attorney.
| Hired Attorney
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 Nora | January 30, 2015
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 last 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!!
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Posted by Carrie | January 30, 2015
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 questions. 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.
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Posted by Dennis | December 17, 2014
Need Help? Here's Your Man
Peter saved our skin. My parents and I had made some very bad investments with an unqualified and shady business. I contacted Peter through a recommendation of a very good friend and he immediately got to work. He travelled out quite a distance to initially meet and investigate all aspects of our situation. Along with being professional, he is quite personable and likeable and has a way of giving a feeling of assurance that your problem is in good hands. VERY thorough and meticulous-careful to avoid any mistakes that could cause future problems as well. He is very knowledgeable, but if a new issue arises he knows where to get the answers. I would whole-heartedly recommend Peter to ANYONE, and will hire him without question again. Thanks to Peter along with his great team -especially the help of Trevor Lippman- our family can now rest easier!
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Posted by Patricia | December 10, 2014
Peace of Mind
I am currently going through an extremely difficult time in my life. I was blessed to find Peter Walsh to help me through it. The comfort and peace of mind I've received through his prompt courteous and professional knowledge is hard to put into words. I found Peter through an article he wrote "The Basics of Wisconsin Medicaid" which you can find on line www.wilaw.com.
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Posted by Marcus Moths | November 5, 2014
EXCELLENT ATTORNEY!!
Peter Walsh is a very experienced and trustworthy attorney. He helped us with a very difficult guardianship case. He responded immediately and kept me informed throughout the entire process. He was able to get answers that several attorneys could not provide. I look forward to working with him again and I believe he is also a great estate planning attorney. Kudos Mr. Walsh. #1 attorney in Milwaukee, WI
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Posted by anonymous | January 27, 2014
Mom was in big trouble...
My Mom spent ALL her life savings at an assisted living facility in less than two years while recovering from a doctor-induced brain injury. The facility then attempted to give her the Bum's Rush after she was forced to apply for Medicaid, while simultaneously saying she could retain her room if she just paid more money. These dubious elder care tactics are apparently against Federal Law. I didn't know that. But Mr. Walsh sure did. So did the facility. My Mom is safely in her room as I write. Thanks to Mr. Walsh.
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Posted by Richard | December 27, 2013
Creative and personable
Peter handled my estate litigation and did a fantastic job. His creativity saved me potential court litigation and personal worry. He was recommended to me by another prominent estate attorney from a different firm who suggested I use Peter over other attorneys in his own firm. I felt that I got great value for the money I spent. I would highly recommend Peter to any one who wants great representation for their dollar. His experience, creativity and personal nature make him great to work with.
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Posted by Lee | December 8, 2013
Review for Peter Walsh
I was the administrator of my parent's trust and knew nothing about the process. I met with Peter Walsh and he was extremely courteous and helpful. His knowledge in this area is outstanding and I immediately developed a high level of trust in his knowledge and ethics. He expedited the trust very quickly and accurately. He dealt with 13 heirs and handled it very professionally without any trouble or issues. I highly would recommend Peter to anyone needing legal services.
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Posted by anonymous | December 8, 2013
Very Professional and Approachable
Peter handled estate planning for my elderly parents. He was very approachable and explained all of their options thoroughly. Our family was very satisfied with the results and would recommend Peter.
Posted by anonymous | December 2, 2013
Tax case
Attorney Peter Walsh has helped my wife and I tremendously during our IRS claims of lose of a large sum a couple of tax-year back, and subsequent successful IRS audit last year. He is knowledgeable, understanding our needs, answer our questions, and guided us to provide all necessary documents and file as power attorney on our behalf. Peter is capable and client friendly. I would suggest him to anyone looking for an attorney.
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Posted by Paul | November 30, 2013
Estate Planning Review
Peter was very helpful in putting together an estate for us. He had an attention to detail and a very deliberate manner which helped us understand nuances that we weren't familiar with. He fixed the mistakes of a previous lawyer we worked with which was a big help. He was responsive to my queries and answered them all in a timely manner. I enjoyed working with Peter as a professional and as a person.
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Posted by John | November 30, 2013
Excellent Attorney
Peter J. Walsh guided us through a situation where an elder parent suffered an accident resulting in severe cognitive damage. He handled power of attorney, estate planning and gave us invaluable information on how to provide home care for our parent.He was always available for advice and took a personal interest in our situation. We would highly recommend him as an attorney.We will continue to use Peter as our attorney for all future needs for our entire family.
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Posted by anonymous | November 29, 2013
Great job on disputed estate
Peter did an outstanding job representing our family regarding a disputed estate. He was very professional, always available and communication was great. He exceeded our expectations. Our family highly recommends Peter.
Posted by Darlene | November 27, 2013
Protected my Mother's assets from State litigation attempts.
Peter Walsh performed brilliantly in protecting my Mother's (dementia, in nursing home) assets from the State so I am able to financially assist my disabled Sister.
Posted by anonymous | November 26, 2013
Estate Planning
We have been very pleased with the professional way that Peter conducts himself. He has been very helpful guiding us through creation of a will and estate planning. We have recommended Peter to our friends and they have been very impressed as well.
Posted by Kathleen | November 26, 2013
Review, Recommendation: Attorney Peter Joseph Walsh
I have known and worked with Peter J Walsh for approximately 4 years. His legal expertise in and beyond the areas of elder care, estate and financial planning, his support and ongoing availability enabled me to weather a number of crises related to the care and well-being of my elderly mother. His honesty, knowledge and resourcefulness as well as close communication with and networking with various organisations and agencies enabled my mother, I and others to manage various challenging situations during a time when I was working overseas and not able to closely monitor my mother's situation and affairs as I would have liked to.
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Posted by anonymous | November 25, 2013
Peter Walsh Superior Lawyer
I have worked with Peter Walsh in helping me with Medicaid Planning, for my now almost 103 year old Mother. He did a fantastic job in helping and supporting me every step of the way. He is an extremely knowledgeable, personable, and professional attorney and was worth every penny that I paid for the work that he did. I learned of his service through a search on the Internet where he had a PDF on all of the concerns I had regarding Medicaid. I chose him immediately and was extremely satisfied. He was on top of all my concerns and extremely timely in offering suggestions and advice. His moral character as I experienced, by truthful advice, was one of highest integrity, and his professionalism could not have been exceeded by any other.
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Cost

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Contact for Details

Resume

AVVO RATING 9.2 (Superb)

Work Experience

  • Attorney
  • Whyte Hirschboeck Dudek S.C.
  • 2015 - Present
  • Attorney
  • O'neil, Cannon, Hollman, Dejong & Laing S.C.
  • 2008 - 2015

Education

  • University of Florida, Fredric G. Levin College of Law
  • LL.M - Master of Laws
  • 1999
  • DePaul University College of Law
  • JD - Juris Doctor
  • 1998
  • Marquette University
  • BA - Bachelor of Arts
  • 1995

Associations

  • State Bar of Wisconsin (Tax, Elder Law, and Real Property and Probate sections)
  • Member
  • N/A
  • State Bar of Illinois
  • Member
  • N/A
  • State Bar of Florida (Tax and Elder Law sections)
  • Member
  • N/A
  • Milwaukee Bar Association
  • Member
  • N/A
  • National Academy of Elder Law Attorneys, Inc.
  • Member
  • N/A
  • Wisconsin Chapter of National Academy of Elder Law Attorneys, Inc.
  • Member
  • N/A
  • Society of Financial Service Professionals-Milwaukee Chapter
  • Member
  • N/A
  • National Association of Estate Planners & Councils-Milwaukee Estate Planning Forum, LTD
  • Member
  • N/A
  • Wisconsin Bar Association (Elder Law section)
  • Board of Directors
  • N/A
  • Milwaukee Bar Association (Elder Law section)
  • Chair
  • N/A
View all associations

Languages Spoken

  • English

Honors and Awards

  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • N/A

Publications

  • RIA Publications
  • "Multijurisdictional Practice of Law Issues in Estate Planning”
  • 2013
  • 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”
  • 2012
  • Tax Strategies
  • "Formula Clause Changes Taxable Gift Into Charitable Donation"
  • 2010
  • Tax Strategies
  • "Kimbell Decision Breaths Life into FLPs"
  • 2004
  • 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"
  • 2001
View all publications

Speaking Engagements

  • Wisconsin Chapter of the National Academy of Elder Law Attorneys
  • “Inheritance Litigation: Will Contests, Intentional Interference with Inheritance, Constructive Trusts, and No Contest Clauses,”
  • 2013
  • Milwaukee Bar Association
  • “Medicaid Asset Eligibility Planning: Powers of Attorney and Guardianships”
  • 2012
  • Elder Law Section
  • “Arguments for Attacking Spousal Testamentary Trusts,”
  • 2012
  • 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"
  • 2011
  • Monthly Meeting
  • "The Tax Court Blesses Formula Clauses"
  • 2010
  • Annual Meeting
  • "Wisconsin General Property Taxes Fundamentals and Challenges"
  • 2007
View all speaking engagements

Attorney endorsements

Received (3)
Given (1)
Endorse Peter
Litigation Attorney | 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!"
Elder law Attorney | 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."
Estate planning Attorney | 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."
Workers compensation

Avvo Contributions

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Waukesha Estate planning Lawyer Peter Joseph Walsh
Peter Joseph Walsh
Estate planning Attorney
Waukesha, WI
Licensed for 25 years