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Peter Joseph Walsh
About Peter
Biography
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
Practice Areas
5
Practice Areas
Elder Law
24%
22 years | 100 cases
Estate Planning
24%
27 years | 500 cases
Litigation
24%
27 years | 20 cases
Real Estate
23%
27 years | 50 cases
Fees and Rates
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Chat withLicenses
Licensed in Florida for 25 years
State: Florida
Acquired: 2000
No misconduct found
Licensed in Wisconsin for 26 years
State: Wisconsin
Acquired: 1999
No misconduct found
Licensed in Illinois for 27 years
State: Illinois
Acquired: 1998
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
23 Client Reviews
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Practice Areas
Showing 1 - 4 of 4 reviews | Communication Style
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 Patricia | December 10, 2014 | Medicaid & Medicare
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 ...
Posted by Marcus Moths | November 05, 2014 | Guardianship
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 ...
Posted by anonymous | November 29, 2013 | Probate
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.
Peter Joseph Walsh's Lawyer Endorsements
"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."
Jeanne Bell
Workers compensation lawyer
Experience
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"
N/A
Languages
English