Dera L. Johnsen-Tracy

PRO

Dera L. Johnsen-Tracy

also known as Dera L. Johnsen

5.0
Rating: 10.0

Licensed for 17 years

Estate planning Lawyer at Madison, WI
Practice Areas: Estate Planning, Trusts, Wills & Living Wills ... +2 more

Estate Planning Center of Wisconsin, 8446 Excelsior Drive, Suite 102, Madison, WI

Virtual Consultation Available

Free Consultation

About Dera

Biography

Practice Areas

5

Practice Areas

Estate Planning 25%

25%
Trusts 25%

25%
Wills and Living Wills 20%

20%
Guardianship 15%

15%
Probate 15%

15%

Fees and Rates

Cost

Free Consultation

$0 first 60 minutes


Payment Methods

  • Cash
  • Check
  • Credit Card

Awards

Client's Choice
Client's Choice
2024 2023 2022
...
+ 7

Licenses

Licensed in Wisconsin for 17 years

State: Wisconsin

Acquired: 2009

Good Standing

No misconduct found

Location

Horn & Johnsen SC

Estate Planning Center of Wisconsin, 8446 Excelsior Drive, Suite 102, Madison, WI, 53717

hornjohnsen.com

Online Presence

Other places you can find Dera online.

Dera L. Johnsen-Tracy's Reviews

Avvo Review Score

5.0 /5.0

136 Client Reviews

Showing 1 - 5 of 5 reviews | Power Of Attorney

Posted by Marcy | December 18, 2020 | Hired Attorney | Power Of Attorney

LIVING TRUST, SPECIAL NEEDS PLANNING

We have made wills of our own in the past, but we have kids, one with special needs, and knew it was time to call a professional. We turned to a relative with attorney friends, one of whom recommended Horn & Johnsen. Call Dera Johnsen-Tracy, he said; she will help you. And indeed she has. After the... no-charge consultation, we had enough confidence in Dera to move ahead. With very little fuss, we now have a living trust that provides for our children, POAs, and Health Care/HIPPA documents. Dera has also taken the time to explain how family members' estate planning impacts our own, and has made useful suggestions to make sure everything works together for the best results. Dera and her office (Melissa at reception and paralegal Julie) are straight-forward, organized, efficient, funny, and above all, kind. They welcome questions. They respect your needs and do their best to meet them. Dera, thank you for the explanations and diagrams. Julie, thank you for filling out all the paperwork to fund the trust. We are delighted to have come this far and look forward to completing POAs/HIPPA documents for our adult children.

Posted by Patrick | April 11, 2017 | Hired Attorney | Power Of Attorney

estate planning for retired couple

After our initial consultation appointment with Dera Johnsen-Tracy, my wife and I were both very impressed and decided to have our trusts, powers of attorney, etc done. This was just completed and we could not be happier. Dera took time and explained everything and was very up-front about the cost ...which seemed reasonable to us. Follow up is provide at no additional cost if needed, as are appointments every 2 years to update things if needed. This is something we should have done several years ago, and we could not be happier that we took care of this with Dera's guidance. She and her entire staff could not have been better as far as we are concerned. We are now very confident that we are prepared for the future with regard to finances, health care decisions etc. I would highly recommend Ms. Johnsen-Tracy for estate planning.

Posted by Bernie | February 15, 2017 | Hired Attorney | Power Of Attorney

Great Service

We had Dera put together out Living Trust, POA's, and move are assets in the trust. The process was explained very well and we had more than ample time to ask questions. Dera and her staff put all of the documents in an attractive binder and put all of the info on a USB drive. Freindly and profess...ional staff

Posted by Cynthia | March 25, 2016 | Hired Attorney | Power Of Attorney

Highly Recommend Dera- Professional, Experieced and Fun Estate Planning

I met Dera through a mutual friend who invited me to attend a seminar being held by Horn & Johnson SC. I found Dera to be very professional and knowledgeable about the topic of estate planning. I met with her after the seminar to talk specifics about how does one make a decision about estate planni...ng. Dera was very thorough in her explanations and made sure my questions were answered. I then made an appointment to meet with Dera and my husband to start our planning. Which by the way was very overdue! She again was very thorough in answering our questions as we started the process making sure we fully understood what each decision meant and what the ramifications of those decisions would be at the time the will, power of attorney, health care documents , etc would be implemented. She helped us talk through our thoughts so we could make a decision we felt was correct for our circumstances. Dera has a very light approach to the subject, we had a lot of laughs through our conversation which made us feel very much as ease. This type of planning can be somewhat stressful, part of why we did not do it earlier in our life. I would highly recommend Dera to you for your planning. She has been in this type of work for many years and has a vast knowledge having seen estate planning actually go to work for others. Their offices are easy to locate and provide plenty of parking.

Posted by Marianne | July 29, 2015 | Power Of Attorney

Attorney Dera Johnsen-Tracy earned our highest recommendation

My Mother unfortunately suffers from advanced dementia. When her doctor encouraged me to become her legal guardian, I knew as a busy caregiver for both of my parents, I wanted to hire an experienced attorney, but was very hesitant without a trusted personal referral. Then I read the wonderful revi...ews of Dera Johnsen-Tracy and decided to give her a call. So many thanks to the other review writers! From the start of that first phone call and consultation appointment, Dera outlined an action plan and time line. She put an overwhelmed client at ease with another new challenge. She was experienced, ready to act on behalf of our family, very helpful and friendly. She filed the guardianship petition immediately and all was completed within the 6 week period that Dera estimated. Dera also helped by completing a comprehensive power of attorney for my Dad. Now I feel much better about my ability to best help my parents on both a daily basis and in the unfortunate event of a crisis. Dera is a rare gem sparkling among her peers. It is refreshing to find someone who is at once prepared, bright and is so hard working, caring, and ready to help families meet their goals. When other needs arise in our family, my husband and I won't hesitate to ask Dera for help again and we whole heartily recommend her to you!

See All Client Reviews

Dera L. Johnsen-Tracy's Lawyer Endorsements

Endorse Dera
Teresa K. Kobelt headshot
Teresa Kobelt

Estate planning lawyer | Mar 31

Relationship: Fellow lawyer in community

"Dera is a leader in the Estate Planning, Wills and Trusts legal community, and the first person I turn to when I have a question on these topics. Her service to her clients is exemplary."

T James Lee headshot
T Lee

Estate planning lawyer | Oct 24

Relationship: Worked together on matter

"I endorse Dera L. Johnsen-Tracy. I presented a seminar on estate planning with Dera and found her working- and professional-knowledge to be superb. She thinks creatively and seeks solutions "outside the box" when needful. I have no reservations in recommending her."

William D. Block headshot
William Block

Trusts lawyer | Jul 21

Relationship: Fellow lawyer in community

"I presented with Dera at a seminar. She was very knowledgeable on her topics and had clearly done a lot of work researching and preparing. If she gives the same level of care and attention to her clients that she did on a volunteer basis to this seminar, I would feel lucky to be a client of hers."

Ryan Richard Seib headshot
Ryan Seib

Unknown lawyer | Mar 25

Relationship: Worked together on matter

"I met Dera through one of the many estate planning courses that she teaches on a volunteer basis. She was and is so knowledgeable and experienced with estate planning law, that no possible scenario is outside of her abilities. I have personally witnessed her approach to swiftly and efficiently handle estate planning cases. She is excellent, and I endorse her."

Kelly O'Connor Dancy headshot
Kelly Dancy

Estate planning lawyer | Jul 31

Relationship: Fellow lawyer in community

"I taught an estate planning and probate class with Dera. She was very knowledgeable and personable. I would certainly recommend her services."

Jennifer Jill Elston-Brondell headshot
Jennifer Elston-Brondell

Estate planning lawyer | Jul 31

Relationship: Fellow lawyer in community

"I endorse this lawyer. Dera is very knowledgeable and practical. A fantastic estate planning attorney."

Cathleen Anne Dettmann headshot
Cathleen Dettmann

Estate planning lawyer | Apr 20

Relationship: Fellow lawyer in community

"Dera Johnsen-Tracy is an extremely competent and well-regarded estate planning attorney. She is regularly called upon to present continuing legal education programs to other attorneys and also engages in a significant amount of pro bono work."

Jessica J. Zerbst headshot
Jessica Zerbst

Estate planning lawyer | Feb 25

Relationship: Fellow lawyer in community

"I endorse this lawyer. John and Dera are my estate planning attorneys. I was very impressed with my estate plan that was drafted by their firm and the thoughtful questions that they asked when I was thinking about how I wanted to arrange my estate plan. I am very impressed with Dera and how she wants woman to properly plan to ensure they have sufficient money to take care of themselves."

Matthew A. DeVos headshot
Matthew DeVos

Estate planning lawyer | Nov 20

Relationship: Fellow lawyer in community

"I have known Dera on a professional level for many years. She is an intelligent and highly capable attorney and I have no hesitation in recommending her to any client with estate planning needs."

John Andrew Horn headshot
John Horn

Estate planning lawyer | Oct 23

Relationship: Worked together on matter

"I recommend Dera in the highest possible terms. We’ve worked together extensively on legal matters over many years. First, she’s super-smart. Second she’s got uncommon wisdom, good judgment and significant life experience to back that up. Third, I’ve seen firsthand Dera’s excellence in the law and empathy for the client. Although serious and meticulous in her work, she’s delightful and funny, with an extremely loyal following of clientele. Most of her work centers on estate planning (wills & Trusts), guardianship and probate. In this work, she pays special attention to the particular needs of her clients and their families. I would send my parents to see her. I think Dera is one of those rare attorneys who truly lives-up to the ideals of our profession."

Gail C. Groy headshot
Gail Groy

Wills and living wills lawyer | Oct 21

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Patricia McKinney-Lins headshot
Patricia McKinney-Lins

Estate planning lawyer | Jan 20

Relationship: Fellow lawyer in community

"Dera is a conscientious, energetic and personable attorney. She presents estate planning issues clearly and provides solutions for her clients based on her extensive knowledge of the law. I recommend Dera Johnsen-Tracy without hesitation."

David S. Kowalski headshot
David Kowalski

Estate planning lawyer | Dec 10

Relationship: Fellow lawyer in community

"Dera is a knowledgeable and thoughtful attorney who carefully considers her clients' specific needs. She has a wealth of experience in the estate planning and probate fields, and the skills necessary to effectively advise her clients. I would heartily endorse her to any client with estate-related needs."

Michelle T L Hernandez headshot
Michelle Hernandez

Estate planning lawyer | Apr 13

Relationship: Co-worker

"I endorse this lawyer's work."

View All Endorsements
Allison Muney headshot
Allison Muney

Estate planning lawyer

T James Lee headshot
T Lee

Estate planning lawyer

William D. Block headshot
William Block

Trusts lawyer

Teresa K. Kobelt headshot
Teresa Kobelt

Business lawyer

Ryan Richard Seib headshot
Ryan Seib

Business lawyer

Jennifer L. Amundsen headshot
Jennifer Amundsen

Business lawyer

Jason Lowell Schellack headshot
Jason Schellack

Guardianship lawyer

Ivory Sunny Umanah headshot
Ivory Umanah

Estate planning lawyer

Jennifer Jill Elston-Brondell headshot
Jennifer Elston-Brondell

Estate planning lawyer

Charles J. Stansberry Jr. headshot
Charles Stansberry

Estate planning lawyer

Kelly O'Connor Dancy headshot
Kelly Dancy

Estate planning lawyer

Jennifer Lyn Binkley headshot
Jennifer Binkley

Estate planning lawyer

Christina M. Tenuta headshot
Christina Tenuta

Estate planning lawyer

Anne W. Schacherl headshot
Anne Schacherl

Estate planning lawyer

Cathleen Anne Dettmann headshot
Cathleen Dettmann

Business lawyer

Jessica J. Zerbst headshot
Jessica Zerbst

Family lawyer

Allen D. Reuter headshot
Allen Reuter

Ethics and professional responsibility lawyer

Patricia McKinney-Lins headshot
Patricia McKinney-Lins

Estate planning lawyer

Angela R. Kujak headshot
Angela Kujak

Family lawyer

David S. Kowalski headshot
David Kowalski

Family lawyer

Experience

Rating:  10.0 (Superb)

Honors

2019

Rising Star, Super Lawyers

2018

Rising Star, Super Lawyers

2017

Rising Star, SuperLawyers

2016

Pro Bono Attorney of the Year, State Bar of Wisconsin

2016

Rising Star, SuperLawyers

2015

Individual Attorney Pro Bono Award, Dane County Bar Association

2006

CALI Excellence for the Future Award: Probate Procedure, Marquette University Law School

2006

Dean's List, Marquette University Law School

2002

Summa Cum Laude, Concordia University Wisconsin

1997

Phi Theta Kappa, San Antonio College

Work Experience

2013 - Present

Attorney, Shareholder and Co-Founder, Horn & Johnsen SC

2009 - 2013

Associate Attorney, Krueger & Hernandez SC

2009 - 2014

Adjunct Professor, Globe University

2000 - 2009

Paralegal, Krueger & Hernandez SC

1998 - 2000

Paralegal, Wilson Law Group, LLC

1994 - 1998

Paralegal, Law Office of Charles A. Stephens, II

Associations

2016 - Present

Fellows of the Wisconsin Law Foundation

Fellow

2013 - Present

WealthCounsel

Member

2012 - Present

Legal Association for Women

Member

2010 - Present

Wills for Heroes

Estate Planning Specialist

2009 - Present

Dane County Bar Association

Member

2009 - Present

State Bar of Wisconsin

Member

2009 - 2013

American Academy of Estate Planning Attorneys

Member

1998 - 2008

Madison Area Paralegal Association

Member / NALA Liaison

Education

2008

Marquette University Law School

JD - Juris Doctor

2002

Concordia University Wisconsin

Bachelor of Arts

1997

San Antonio College

Associate in Applied Science

Speaking Engagements

2018

On Borrowed Time: Emergency Estate Planning Emergency Medical Choices and Execution

2017

The Legal and Financial Fine Print of Horses

Equine Estate Planning

2017

Farmers Insurance Wisconsin Annual Convention

How to Make Sure You Don’t Leave a Mess for Your Loved Ones to Clean Up When You’re Gone

2017

Drafting a Living Trust: From Start to Finish Living Trusts

2017

2017

ASCLS-WI State Convention

The State of Your Estate

2017

AAII Investor Conferrence The Truth About Living Trusts

2016

Retirement Planning Today

Estate Planning

2016

Ready, Set, Retirement! Estate Planning

2016

Loopholes & Legacies: Strategies for Transferring Retirement Assets to the Next Generation Retirement Planning

2016

ASCLS-WI State Convention Estate Planning

2016

ASCLS-WI State Convention Beneficiary Designations

2015

The Legal and Financial Fine Print of Horses

Pet Trusts

2015

Ready, Set, Retirement! Estate Planning

2015

Marital Property Agreements in Estate Planning

Marital Property Agreements

2015

If Something Happens to You, Do You Have a Plan for Your Pet?

Pet Trusts

2015

Guardianships: Creation, Alternatives, Disputes and Enforcement Guardianship

2015

Estate Planning for Parents of Children with Special Needs

Estate Planning

2015

Estate Planning and Administration 101 Estate Planning and Administration

2015

Avoid the Top Ten Mistakes Made with Beneficiary Designations

Estate Planning

2014

Six Reasons You May Need an Estate Plan Estate Planning

2014

Ready, Set, Retirement! Estate Planning

2014

Learn How Wisconsin’s Recent Adoption of the Uniform Trust Code Affects Existing and Future Trusts Uniform Trust Code

2014

Find it Free and Fast on the Net: Strategies for Legal Research on the Web Internet Research

2014

Drafting and Challenging Marital Property Agreements Marital Property Agreements

2014

Avoid the Top Ten Mistakes Made with Beneficiary Designations Beneficiary Designations

2014

Avoid the Top Ten Mistakes Made with Beneficiary Designations Estate Planning

2013

Post DOMA: From the Legal and Financial Perspective LGBT Post-DOMA

2013

NMB 2013 Fraternal Leadership Seminar

Estate Planning

2013

Making Sure Your Estate Goes to the People You Love

Estate Planning

2013

Family Wealth Trust Seminar Estate Planning

2013

Estate Planning for the LGBT Community

Estate Planning

2013

Do You Have a Plan For Your Estate? Estate Planning

2012

Family Wealth Trust Seminar Estate Planning

2011

Understanding Your Estate Plan

Estate Planning

2011

Living Trust Seminar Estate Planning

2011

Law Day

American Legal System

2011

Continuing Education Program Estate Planning and Taxation

2010

Living Trust Seminar Estate Planning

2010

Estate Planning Seminar For The LGBT Community

Estate Planning

2010

Continuing Education Program

Estate Planning and Taxation

2009

Living Trust Seminar Estate Planning

2009

Estate Planning Seminar For The LGBT Community Estate Planning

Publications

2018

2017

AAII Journal (American Association of Individual Investors) Common Questions About Medicaid and Medicaid Planning

2016

2016

Your Family Magazine Prepare Your Heirs for the Probate

2015

2014

AAII Journal (American Association of Individual Investors) Avoid the Top 10 Mistakes Made With Beneficiary Designations

2012

Your Family Magazine Health Care Documents Can be as Important as a Will

2012

Your Family Magazine Who Will be Responsible for the Debts of My Parents When They are Gone?

2012

Your Family Magazine When Your Pets Outlive You

2011

MerchantCircle Expert Articles How HIPAA Affects You

Languages

English

Activity

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