Navigating families through estate planning with heart. **COVID-19 update: YES, we are open for business - call, message or email today. We are executing estate plans from start to finish while utilizing creative methods of witnessing documents.**Navigating families through Medicaid with heart ~Navigating families through estate planning with heart ~Navigating families through guardianships with heart ~Navigating families through estate planning with heart ~Navigating families through probate with heart ~Navigating families through trusts and estate planning with heart ~
Please contact my office or check my website for upcoming dates to my complimentary one and 1/2 hour workshop on estate planning, asset protection, special needs trusts, and Medicaid. I have been practicing law since 1997 and have been in private practice since 1999. My practice focuses on elder law, estate planning, and probate, which includes: wills, powers of attorney, revocable trusts, asset protection trusts, special needs trusts, guardianship matters, Medicaid planning, and probate. I am accredited by the Veterans Administration to counsel veteran clients (and their widows and spouses) about veterans benefits, particularly the pension benefit. I authored a book about the veterans pension benefit entitled, "The Little Book of Big Tips: The Veterans Pension Handbook for Seniors and their Families." I have served as President of the Waukesha County Probate and Estate Planning Section for five years, and I served as a peer speaker before the County Bar (VA Benefits) and through the State Bar on the topic of special needs trusts. I also served as an invited guest faculty member in the areas of estate planning and probate at UW-Madison Law School in 2011 and 2014. Milwaukee Lifestyle Magazine named me as a leading lawyer in 2012, 2013, and 2014. I am a life long animal lover and equestrienne - I own a horse named "Tucker" and I try to ride several times a week, even during our Wisconsin winters. I enjoy camping up north each summer and I can't pass up a good fish fry or pizza. I have been married for twenty years and also have two dogs and a cat. I was raised in a small farm town, where I spent most of my childhood in the country - I am definately a country farm gal!
Attorney Joanne Leifheit LLC
N27W23953 Paul Road
Suite 107
Pewaukee, WI, 53189
State | Status | Acquired | Updated |
---|---|---|---|
WI | Good Standing | 1996 | 05/28/2022 |
IL | Voluntarily Inactive | 1995 | 06/13/2022 |
Award name | Grantor | Date Granted |
---|---|---|
Best Lawyers List 2014 | Milwaukee Lifestyle Magazine | 2014 |
Best Lawyers List 2013 | Milwaukee Lifestyle Magazine | 2013 |
Certificate of Appreciation for Financial Support | Interfaith Senior Programs of Waukesha County | 2012 |
Best Lawyers List 2012 | Milwaukee Lifestyle Magazine | 2012 |
Star Member Level Donor to the Memorial Fund | Pewaukee American Legion | 2012 |
Title | Company name | Duration |
---|---|---|
Attorney at Law | Attorney Joanne Leifheit | 2009 - Present |
Attorney for the Public - Guardianship Matters | Waukesha County Corporation Counsel's office (client of mine for 6 years) | 2003 - 2009 |
Joanne Leifheit | Attorney at Law (sole practitioner) | 1999 - 2005 |
Association name | Position name | Duration |
---|---|---|
State Bar of Wisconsin Elder Law Section | Board Member | 2016 - Present |
WisPACT Pooled Special Needs Trusts | Board Member | 2014 - Present |
National Academy of Elder Law Attorneys | Member | 2010 - Present |
State Bar of Wisconsin | Member | 1996 - Present |
Association of Women Lawyers | Member | N/A |
Waukesha County Commission on Aging | Board Member | N/A |
WisPACT Non-Profit Pooled Special Needs Trust | Chair Elect (2016) | 2015 - 2016 |
Pewaukee Chamber of Commerce | Member | 2012 - 2014 |
Waukesha County Business Alliance | Member | 2011 - 2012 |
Waukesha County Bar Association, Probate and Estate Planning Section | President | 2007 - 2012 |
Publication name | Title | Date |
---|---|---|
Book - Available in my Office | A Family Guide to Wisconsin Medicaid | 2013 |
Book | The Little Book of Big Tips: The Veterans Pension Benefit Handbook for Senior and their Families | 2011 |
School name | Degree | Graduated |
---|---|---|
John Marshall Law School (Chicago) | JD - Juris Doctor | 1995 |
Conference name | Title | Date |
---|---|---|
Navigating the System for Disability Services | Navigating Services for those with Disabilities | 2016 |
Estate Planning, Wills & Trusts | Estate Planning | 2016 |
WisPACT Annual Continuing Legal Education | Irrevocable Trusts for Medicaid and VA | 2015 |
Luther Manor Speaker Series | The Power in Powers of Attorney | 2015 |
WCTC - Women and Finances Series | What Women Need to Know about their Estate Planning | 2014 |
Monthly Complimentary Workshops Offered through my Office | Estate Planning, Trusts, and Medicaid | 2014 |
Landmark Credit Union | Estate Planning for Families | 2014 |
Waukesha Noon Rotary Club Meeting | My Parent's Care Needs are Increasing... What do I do Now? | 2012 |
Monthly Meeting | Veterans Benefits for Aid and Attendance | 2012 |
Money Sense with Karen Ellenbecker | Veterans and Senior Benefits | 2012 |
Estate Planning Basics for Lawyers CLE Program | Estate Planning Basics | 2012 |
Community Seminar | Veterans Benefits for Long Term Senior Care | 2012 |
Caregivers' Chat | VA Pension and other Benefits for Care Needs | 2012 |
Waukesha Memorial Hospital Monthly Meeting | Powerful Estate Planning Documents - What Every Person Needs to Know | 2011 |
Waukesha County Bar Association, Probate and Estate Planning Section | Veterans Benefits for Home Health Care, Assisted Living, Adult Day Care, and Skilled Nursing Care | 2011 |
Lawyering Skills Program UW Madison Law School | Probate & Estate Planning | 2010 |
Positive Transitions Speaking Group | Estate Planning, Powers of Attorney, Wills and Trusts | 2006 |
Case name | Outcome |
---|---|
Medicaid Qualification | Medicaid Application Approved |
Probate | Letters of Special Administration Granted |
Probate Matter | My client's petition was granted over the opposing party's petition. |
Will Contest | Client awarded property claimed in will contest |
Defense of Will Contest | The opposing party removed objection to will |
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Mark Munson, Elder law Attorney on Feb 16, 2018
Relationship: Worked together on matter
I highly endorse, Joanne. I confidently recommend her for any of her practice areas.
Carol Wessels, Guardianship Attorney on May 24, 2012
Relationship: Worked together on matter
I have worked with Joanne on guardianship cases and we have also shared information on various elder law issues. She is experienced, down to earth and knowledgeable. I look forward to opportunities to work together in the future.
Mark Munson, Elder law Attorney on Feb 16, 2018
Relationship: Worked together on matter
I highly endorse, Joanne. I confidently recommend her for any of her practice areas.
Carol Wessels, Guardianship Attorney on May 24, 2012
Relationship: Worked together on matter
I have worked with Joanne on guardianship cases and we have also shared information on various elder law issues. She is experienced, down to earth and knowledgeable. I look forward to opportunities to work together in the future.
Eido Walny, Probate Attorney on Feb 16, 2012
Relationship: Worked together on matter
I endorse this lawyer. I've known Joanne for a number of years and find her to be both pleasant and knowledgable. Joanne recently penned a book on VA pension benefits that I thought was extremely well done and I have referred the book to colleagues. I am pleased to endorse Joanne.
Jeffrey Pitman, Estate planning Attorney on Jan 23, 2012
Relationship: Worked together on matter
Joanne is an excellent attorney. She cares deeply for her clients. She has authored a wonderful book "The Veterans Pension Benefit Handbook for Seniors and their Families." I highly recommend Joanne.
Krislyn Holaday, Guardianship Attorney on Jan 20, 2012
Relationship: Worked together on matter
I endorse this lawyer. I have worked with Joanne on several Guardianship matters and she is always knowledgeable, prepared and professional. She has a wide-ranging area of expertise, and effectively answers her clients' questions and concerns. I endorse her wholeheartedly and without reservation.
Robert Welcenbach, Probate Attorney on Jan 17, 2012
Relationship: Worked together on matter
I have had several probate and guardianship cases with Joanne. I was opposing counsel on several cases and also a guardian ad litem. She is highly skilled and very knowledgeable with probate, elder law and guardianships. She does a great job of trying to reach practical solutions while also being a great advocate for her clients. I fully endorse her.
Donna Kuchler, Estate planning Attorney on Jan 13, 2012
Relationship: Fellow lawyer in community
I endorse this lawyer. I have known Joanne for a number of years and know her to be a caring and conscientious attorney. She is very knowledgeable in the field of estate planning as well as veterans benefits. In addition, if you need an attorney to handle a guardianship case, she is an excellent choice.
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