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Joanne Kay Leifheit
About Joanne
Biography
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!
Practice Areas
6
Practice Areas
Fees and Rates
Cost
Payment Methods
- Cash
- Check
- Credit Card
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Chat withLicenses
Licensed in Wisconsin for 29 years
State: Wisconsin
Acquired: 1996
No misconduct found
Licensed in Illinois for 30 years
State: Illinois
Acquired: 1995
No misconduct found
Location
Attorney Joanne Leifheit LLC
N27W23953 Paul Road, Suite 107, Pewaukee, WI, 53189
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Joanne Kay Leifheit's Reviews
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33 Client Reviews
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Practice Areas
What Clients Mention
Showing 1 - 3 of 3 reviews | General Knowledge
Posted by Martha | March 29, 2021 | Hired Attorney | Trusts
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 high...
Posted by anonymous | October 09, 2020 | Hired Attorney | Estate Planning
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 ...
Posted by Debbie and Bill | May 11, 2018 | Hired Attorney | Wills & Living Wills
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 p...
Joanne Kay Leifheit's Lawyer Endorsements
"I highly endorse, Joanne. I confidently recommend her for any of her practice areas."
"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."
"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."
"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."
"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."
"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."
"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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Experience
Honors
2014
Best Lawyers List 2014, Milwaukee Lifestyle Magazine
2013
Best Lawyers List 2013, Milwaukee Lifestyle Magazine
2012
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
Work Experience
2009 - Present
Attorney at Law, Attorney Joanne Leifheit
2003 - 2009
Attorney for the Public - Guardianship Matters, Waukesha County Corporation Counsel's office (client of mine for 6 years)
1999 - 2005
Joanne Leifheit, Attorney at Law (sole practitioner)
Associations
2016 - Present
State Bar of Wisconsin Elder Law SectionBoard Member
2014 - Present
WisPACT Pooled Special Needs TrustsBoard Member
2010 - Present
National Academy of Elder Law AttorneysMember
1996 - Present
State Bar of WisconsinMember
Association of Women Lawyers
Member
Waukesha County Commission on Aging
Board Member
2015 - 2016
WisPACT Non-Profit Pooled Special Needs TrustChair Elect (2016)
2012 - 2014
Pewaukee Chamber of CommerceMember
2011 - 2012
Waukesha County Business AllianceMember
2007 - 2012
Waukesha County Bar Association, Probate and Estate Planning SectionPresident
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.
Will Contest
Client awarded property claimed in will contest
Defense of Will Contest
The opposing party removed objection to will
Guardianship
Petitions granted
Education
1995
John Marshall Law School (Chicago)
JD - Juris Doctor
Speaking Engagements
2016
Navigating the System for Disability Services
Navigating Services for those with Disabilities
2016
Estate Planning, Wills & Trusts
Estate Planning
2015
WisPACT Annual Continuing Legal Education
Irrevocable Trusts for Medicaid and VA
2015
Luther Manor Speaker Series
The Power in Powers of Attorney
2014
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
2012
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
2011
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
2010
Lawyering Skills Program UW Madison Law School
Probate & Estate Planning
2006
Positive Transitions Speaking Group
Estate Planning, Powers of Attorney, Wills and Trusts
Publications
2013
Book - Available in my Office
A Family Guide to Wisconsin Medicaid
Activity
Legal Answers
Legal Guides
Legal Answers
Q&A
How do I get a car title transfered to me when the owner's daughter has power of attorney?
21 Jan 2012
Q&A
Does a letter of revoking POA need to be notarized or just a signature of the principle?
20 Jan 2012
Q&A
Is it recommended to establish a revocable trust prior to claiming a large lottery jackpot?
09 Jan 2012