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Joanne Kay Leifheit

Elder law Attorney at Pewaukee, WI

4.9   33 reviews
  • State Years
    Wisconsin - WI 27 years
    Illinois - IL 28 years
  • Licensed for 27 years
    State WI
    Acquired 1996
    Status
    Good Standing No misconduct found
  • Licensed for 28 years
    State IL
    Acquired 1995
    Status
    Voluntarily Inactive No misconduct found

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

About Joanne

Learn Joanne’s areas of practice.

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!

Photos and videos

Location

Attorney Joanne Leifheit LLC
N27W23953 Paul Road
Suite 107
Pewaukee, WI, 53189

Elder Law lawyers nearby

Reviews

4.9 / 5.0
  33 customer reviews
Posted by Cheryl | April 21, 2021
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Highly Recommend
I called Attorney Leifheit for a consultation, she was kind and helpful in providing me with advice. She even called me later in the evening after a long day of work for further consultation. I would definitely hire her if further legal assistance is needed. I like her warm and compassionate personality.
Posted by Sharon | April 3, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Family trust
Joanne has helped us with our will and trust. She was very helpful and responded to all of our needs in a timely manner.
Posted by Martha | March 29, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Highly Recommend
I was referred to Joanne Leifheit by a family member to assist me in setting up a family trust. Joanne did an excellent job guiding me through the step-by-step process and making me feel comfortable. She is extremely knowledgeable, and explained all to me in terms I could easily understand. I highly recommend her.
Posted by Jenny | March 18, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Kind and compassionate
Joanne assisted my family with a multitude of legal matters from estate planning to establishing guardianship for a vulnerable adult. We could not have asked for a more kind and compassionate person. Joanne was extremely knowledgeable about what our family needed, but at the same time was able to explain the process on a level we could understand. We have family that live across state lines and Joann was able to include them in all of our planning seamlessly. We couldn't have asked for a better experience.
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Posted by Eric | February 24, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Great experience with Atty Leifheit on our estate plan
Very knowledgeable attorney with strong communication skill, an efficient process and great staff. Highly recommend.
Posted by jan | January 21, 2021
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Thank you!
Needing to obtain financial POA for a suddenly, seriously ill family member, I contacted Attorney Leifheit. She and Donna Winkler were able to efficiently (and with kindness) direct me to an appropriate attorney in my family member's city and state. The additional information they offered to me was very helpful as I navigate this complex situation. Thank you!
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Posted by Cheryl | November 1, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Knowledgeable, excellent service
We asked Joanne to update our will, etc. She returned our call very quickly and walked us through what we needed to do. She set up an appointment to see her and to discuss what we wanted to do. Within a couple weeks her office contacted us to come in for the signing. Everything was done efficiently and quickly. Very friendly and easy to work with.
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Posted by anonymous | October 9, 2020
This review is from a person who hired this attorney.
| Hired Attorney
review of Joanne Leifheit
In this difficult time of Covid, we decided that we needed to plan our estate and set up a trust. At the recommendation of a friend we contacted Joanne Leifheit and begin the process. Because of Covid, most of our communications were by phone. When we did go to their office they came out to our car in ppe and conducted what we needed to personally sign etc. Joanne explained everything concerning wills and trusts. Her paralegal also answered many of our questions as well. The law firm gave us recommendations and choices so we proceeded. We now have our estate planning accomplished and feel very confident in knowing that when the time comes everything will be taken care of properly. We would highly recommend Joanne Leifheit and her law firm to any senior citizens and anyone else.
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Posted by anonymous | August 19, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Highly recommended
Joanne was extremely helpful and knowledgeable. I attended one of her seminars on trusts and she made the whole process easy and understandable. She and her staff completed all of the necessary documents for me and I am very satisfied.
Posted by Kathy | June 11, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Extremely Helpful Attorney
Very thorough attorney in helping me attend to our family's trust. Great contact throughout and always available when I had questions. Would highly recommend Joanne and her staff.
Posted by Chuck | November 27, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Chuck
I recently needed the assistance of a Lawyer to help me in the case of a Family Trust. This was of great concern for my daughter and myself. Joanne did an exultant job of working through the process and keeping me informed and aware of what was going on. The results were to our complete satisfaction. Her Paralegal Donna Winkler was also of great assistance. Was most satisfied withe the services rendered
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Posted by Tom | March 12, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Updating our estate plan was an easy and pleasant experience.
Attorney Leifheit has a pleasing, friendly manner. She updated our wills, Durable POA and POA For Healthcare in two easy meetings. Most importantly she didn't attempt to up-sell products and services we didn't need. Her staff is equally friendly and knowledgeable. A strong recommendation.
Posted by Jeff | December 28, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Florence Martin Estate Update
Joanne with sincerity, patience and understanding of Mom's condition helped us bring all of our estate documents up to date, including the establishment of a new family trust. Her and her staff met our every need and explained everything we needed to know and understand to provide mom and the estate a clearer path forward to help the family better care for Mom.
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Posted by Linda | May 28, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Highly Recommend Joanne
Joanne Leifheit is an excellent attorney! I felt comfortable with her upon introductions. She drew up a trust, something that I had no knowledge of prior, and explained everything along the way. Joanne was always available for questions both during and after the time we worked together, which was over several months. When I needed a referral for an attorney for another matter, she immediately, on a holiday weekend, responded back with a few options. I've recommended her to others. Joanne is a grounded, compassionate, knowledgable professional, who has a gift as an attorney and uses it well!
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Posted by Debbie and Bill | May 10, 2018
This review is from a person who hired this attorney.
| Hired Attorney
5 star experience
The time had come to review our old wills, and create a trust. We really benefited from her free seminars, no pressure whatsoever. She really shared lots of information, answered any questions. Atty Leifheit's staff was excellent, and very accommodating. Her staff did as much of the leg work as possible. We met 4 times at her office, and each time every step was thoroughly explained. Very upfront about fees. No regrets, this was a perfect choice for us.
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Posted by anonymous | April 25, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Excellent attorney for Will and Power of Attorney
I attended a free estate planning workshop in March of 2018 that attorney Joanne Leifheit offers at her office in Pewaukee Wisconsin. Participants were able to ask questions that Joanne listed on the board and patiently answered. It was most informative. Joanne also told stories that spoke to her depth of understanding and legal experience. We were given a folder with a questionnaire to complete prior to a consultation with Joanne. I met with Joanne individually at the end of March to discuss my need for a Will and Power of Attorney for Finances and Property. In April of 2018 I signed my Will and Power of Attorney at Joanne’s office. I was nervous because it is not easy to get these legal matters in order. Joanne and her team make it a comfortable experience and you have confidence she has given you good legal advice. The office is organized and efficient. It has a homey environment with tea, coffee, pie at the workshop, bird feeders outside the windows, and is a great location in Pewaukee. I recommend attending the free workshop as a first step to get your estate plans in order. Thank you Joanne.
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Posted by anonymous | February 14, 2018
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
A kind and helpful staff!
We sought assistance to set up a trust for a young adult nephew who has a mental health disability. He thanked us by saying, "You did something very special for me by finding out about an attorney like Joanne. I am so grateful for this opportunity. "
Posted by Holly | April 14, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning and Implementation
I sought out Attorney Joanne Leifheit to develop Trust and Estate planning documents for myself and my husband, and also a separate document for my elderly mother. Attorney Leifheit was highly recommended by the Aging, Disability, and Resource Center and has been recognized as one of the area's leading lawyers for 4 consecutive years in a row by Milwaukee Magazine. Attorney Leifheit specializes in Elder Law, Medicaid and Estate Planning. She regularly lectures and conducts seminars on many of these topics. Attorney Leifheit listened to our desires, answered all questions, and researched issues where indicated. She was very patient and kind to us all and took extra care to ensure that my mother was fully involved in the decision-making process and understood the documents. When my mother subsequently passed away 2 years after the documents were implemented, I was able to avoid paying unnecessary taxes on her estate and without the requirement of appearing in probate court. Implementation of the trust also eased the inheritance distribution process. When my mother's house sold shortly after her death, Attorney Leifheit expedited interactions with the realtor, county court house, and title company. In addition to the above skills, she has integrity, is dependable and has a thorough attention to details. I whole-hardheartedly recommend, without any reservations whatsoever, Attorney Joanne Leifheit.
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Posted by Kathy | April 10, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Wonderful
When my husband and I decided to finally get our "ducks in a row" as far as our estate planning is concerned, we were clueless on where to start. I attended and estate planning seminar that Atty. Leifheit holds several times a month. I was so impressed with her professionalism, the seminar information, and her presentation! I am mediately made an appointment for my husband and I to sit down and talk with her. She is so personable, and her office staff so professional! We now have a new trust set up, healthcare issues resolved, and we feel as though a huge weight has been lifted off our shoulders. I would not hesitate to recommend Atty. Leifheit for any estate planning needs. She is remarkable!
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Posted by Amy | January 10, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning Excellence with Ease - Professional, Compassionate, Thorough
My husband and I hired Attorney Joanne Leifheit after hearing her estate planning presentation at a seminar planned by our credit union. We hired her because of her professionalism, easy to relate to style and her kind and compassionate demeanor. Upon our initial in-office consultation regarding estate planning, we knew Atty. Leifheit was the attorney for us. She listened very carefully to our estate planning goals and personal situations and made recommendations along the way that would best fulfill our needs. I can see where estate planning could be overwhelming, but Atty. Leifheit and her professional staff took the burden off of us and simplified the process with an easy check list of what documents we needed to gather from our personal and financial accounts. They prepared all legal documents and explained them thoroughly to us. We were never hurried or rushed in their office. They took their time until we understood all legal documents and answered all of our questions. Atty. Leifheit really went the extra mile to clarify things and make sure those details were documented. She is extremely thorough. We felt as though our estate planning needs were of the utmost importance to Atty. Leifheit and her incredible staff. If we had known the estate planning process could be done with such ease.... we would have (and we should have) done it years ago!
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Cost

Rates
  • Free Consultation 30 minutes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • 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

Education

  • John Marshall Law School (Chicago)
  • JD - Juris Doctor
  • 1995

Sample of Legal Cases

  • 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.
View all legal cases

Associations

  • 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
View all associations

Honors and Awards

  • 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
View all awards

Publications

  • Book - Available in my Office
  • A Family Guide to Wisconsin Medicaid
  • 2013

Speaking Engagements

  • 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
  • Monthly Meeting
  • Veterans Benefits for Aid and Attendance
  • 2012
  • Community Seminar
  • Veterans Benefits for Long Term Senior Care
  • 2012
  • Waukesha Memorial Hospital Monthly Meeting
  • Powerful Estate Planning Documents - What Every Person Needs to Know
  • 2011
  • Positive Transitions Speaking Group
  • Estate Planning, Powers of Attorney, Wills and Trusts
  • 2006
View all speaking engagements

Attorney endorsements

Received (7)
Given (7)
Endorse Joanne
Elder law Attorney | Feb 16
Relationship: Worked together on matter
"I highly endorse, Joanne. I confidently recommend her for any of her practice areas."
Guardianship Attorney | May 24
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."
Probate Attorney | Feb 16
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."
Estate planning Attorney | Jan 23
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."
Guardianship Attorney | Jan 20
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."
Probate Attorney | Jan 17
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."
Estate planning Attorney | Jan 13
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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Nursing home abuse and neglect
Guardianship
Criminal defense