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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 6 - 10 of 15 reviews | Practice Area Knowledge
Posted by anonymous | January 28, 2014 | Elder Law
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 ...
Posted by anonymous | December 09, 2013 | Estate Planning
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 Lee | December 09, 2013 | Trusts
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 q...
Posted by anonymous | December 03, 2013 | Tax
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 f...
Posted by John | December 02, 2013 | Estate Planning
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 perso...
"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
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English