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Daniel B. Purtell
About Daniel
Biography
Attorney Daniel Purtell is an Estate Planning Law Specialist and Accredited Estate Planner® as certified by the National Association of Estate Planners and Councils and accredited by the American Bar Association. Attorney Purtell is an active member of WealthCounsel, ElderCounsel the Wisconsin Council of Estate Planning Attorneys (past-President), the Madison Estate Council, the State Bar of Wisconsin (Real Property, Probate and Trust Law Section), and an Accredited Veterans Administrative Attorney. He is also committed to his community through involvement in the Optimist Club, being an active AALA member, and through his activity in the Middleton High School Boys Lacrosse program (President).
Attorney Purtell provides educational programs both for the public and professional advisors in the areas of general estate planning, elder law, wealth transfer strategies, planning for young families, and issues relating to business succession. He is the co-author of Your Life, Your Legacy – The Fundamentals of Effective Estate Planning (2009), Your Life, Your Legacy II: Protecting Those You Love (2010), and has written numerous published articles on various estate planning topics.
Practice Areas
5
Practice Areas
Estate Planning
50%
25 years
Trusts
25%
25 years
Medicaid and Medicare
15%
25 years
Business
5%
25 years
Fees and Rates
Cost
Payment Methods
- Cash
- Check
- Credit Card
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Chat withLicenses
Licensed in Wisconsin for 26 years
State: Wisconsin
Acquired: 2000
No misconduct found
Location
Wilson Law Group, LLC
7633 Ganser Way, Suite 100, Madison, WI, 53719
Wilson Law Group LLC
15 W. Main Street, P.O. Box 142, Evansville, WI, 53536
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Daniel B. Purtell's Reviews
Avvo Review Score
56 Client Reviews
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Practice Areas
What Clients Mention
Showing 11 - 15 of 56 reviews
Posted by anonymous | April 04, 2019 | Hired Attorney | Estate Planning
Estate Plan
Our estate plan was done in a timely matter and very detailed. We enjoyed working with Dan. We feel very comfortable that our wishes will be granted and our legacy will be fulfilled for our Children and our Grandchildren. We have a great sense of peace thanks to Dan. Thanks again for being there for ...
Posted by Deb | March 17, 2019 | Hired Attorney | Estate Planning
An outstanding experience at Wilson Law firm
Working with Dan Purtell and staff was an exceptional experience in our estate planning. Dan immediately created a safe and trusting environment. He was professional and efficient when guiding us through decisions that have long lasting impact. His relaxed and friendly demeanor was very much appreci...
Posted by Debbie | March 05, 2019 | Hired Attorney | Trusts
Trust Document Review
Dan helped us set up our Trust documents a year ago. This was a review to ensure the documents still made sense and fit our needs. We were very happy with what he provided us and had only a couple of minor changes. Again, since it had been a year, he went through the existing documents and made su...
Posted by Brent | February 06, 2019 | Hired Attorney | Estate Planning
Respectful, Professional, Responsive
My wife and I began working with Dan in 2010 on estate planning and creating our trust. We have always found Dan to be respectful, professional and responsive. He is detailed oriented and ensures that our trust is up to date and consistent with changes that occur in state and federal law. Anyone lo...
Posted by John | January 23, 2019 | Hired Attorney
Very Professional
Explained there different products so you knew what you were getting with each one. Listened and addressed my concerns. Job was done in a timely manner.
Daniel B. Purtell's Lawyer Endorsements
"I endorse this lawyer. Dan is a great legal resource. He has helped me understand the complex issues surrounding estate planning for family farmers. I often refer individuals in the Western part of Wisconsin to Dan."
"Dan is very personable and kind. He is very knowledgeable in the area of Trusts & Estates and I would recommend him to anyone who would like estate planning services."
"I endorse this lawyer. Attorney Purtell is an excellent lawyer, a zealous advocate and cares about his clients' futures. I would not hesitate to hire Dan for my estate planning needs."
"I endorse this lawyer. Dan is an excellent estate planner. HIs firm is a leader in the Madison, Wisconsin area in both traditional, trust based, estate plannning and in long term care planning. Of special significance is his trust maintenance program that keeps his estate plans up to date."
"I endorse this lawyer. Dan started as an Associate Attorney at my firm and has risen to the position of Partner. While he has always had high integrity and the client's interest at heart, I have watched as his skills as an attorney have increased to the point that he is now one of the premier estate planning attorneys in Wisconisn. I highly recommend him to anyone who is looking for an estate planning attorney."
"Dan provides expert guidance and pays attention to all the "what ifs" that clients do not think of. He finds and works with the clients greatest needs. He gives peace of mind. He has a maintenance program so clients documents are updated as laws or situations change. He peaks to clients in plain English, not legal jargon. He is energetic and bright."
"I endorse this lawyer's work."
"Having known and worked with Dan through the last several years, I am continually impressed by his in-depth knowledge of the law as it pertains to estate planning, asset protection planning, business succession planning, taxation planning, planning for pets and Title XIX. Although Dan's technical expertise is outstanding, he also has a relaxed demeanor and personable approach with the families he assists. I would whole-heartedly recommend Dan as an experienced and responsive legal counselor."
"Excellent attorney. Top notch estate planning professional."
"I endorse this lawyer's work. He is very knowledgeable and reasonably priced. Dan is very ethical and a pleasure to work with. I refer many people to Dan because I can trust him to treat them well."
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Experience
Honors
2016
Accredited Estate Planner, National Association of Estate Planning Councils
2016
Estate Planning Law Specialist, National Association of Estate Planning Councils
2016
Executive Register, InBusiness Magazine
2015
Estate Planning Law Specialist, National Association of Estate Planning Councils
2015
Accredited Estate Planner, National Association of Estate Planning Councils
2015
Executive Register, InBusiness Magazine
2014
Estate Planning Law Specialist, National Association of Estate Planning Councils
2014
Executive Register, InBusiness Magazine
2014
Accredited Estate Planner, National Association of Estate Planning Councils
2013
Executive Register, InBusiness Magazine
2012
Star of Madison- Finalist Law Firm, Wisconsin State Journal
2012
Executive Register, InBusiness Magazine
2011
Executive Register, InBusiness Magazine
2011
Star of Madison- Finalist, Law Firm, Wisconsin State Journal
2010
Executive Register, InBusiness Magazine
2009
Executive Register, InBusiness Magazine
2006
Honor Club- President, Optimist International
2005
Honor Club- President, Optimist International
Work Experience
2001 - Present
Owner/Attorney, Wilson Law Group, LLC
2000 - 2001
Attorney, Skemp and Associates, SC
Associations
2013 - Present
Better Business Bureau of Wisconsin, Inc.Member, company
2012 - Present
American Agricultural Law AssociationMember
2011 - Present
Academy of VA Pension PlannersMember
2011 - Present
Knights of ColumbusKnight
2006 - Present
The Advisors ForumMember
2005 - Present
WealthCounselMember
2004 - Present
Madison Estate CouncilMember
2004 - Present
State Bar of Wisconsin, Elder Law SectionMember
2004 - Present
State Bar of Wisconsin, Real Property, Probate and Trust Law SectionMember
2003 - Present
Wisconsin Council of Estate Planning AttorneysMember, Past President
2000 - Present
State Bar of WisconsinMember
2009 - 2011
BNI- Referrals with PurposeMember
2008 - 2016
Cross Plains Chamber of CommerceMember
2008 - 2011
Fitchburg Chamber of CommerceMember
2007 - 2011
Middleton Chamber of CommerceMember
2003 - 2011
Cross Plains Optimist ClubMember, Past President
2001 - 2014
Greater Madison Chamber of CommerceMember
Sample of Legal Cases
Planning for Child with Special Needs
Special Needs Trust
Education
1999
University of Wisconsin Law School
Juris Doctorate
1995
University of Wisconsin, Platteville
Bachelor of Arts
Speaking Engagements
2015
State Bank of Cross Plains Client Forum
The Legacy of Planning with IRAs
2015
Quarterly Educational Program
Planning for Disability in the Estate Plan
2015
Quarterly Educational Program
Proactive Medicaid Planning
2015
Quarterly Educational Program
Planning with IRAs in the Estate Plan
2015
Farm Succession Professionals Meetings
Medicaid qualification and Estate Recovery update
2015
Employee Wellness Event
Dirty Dozen Estate Planning Mistkaes
2015
Edward Jones Client Event- Waunakee
Dirty Dozen Estate Planning Mistakes
2015
Edward Jones Client Event- McFarland
Dirty Dozen Estate Planning Mistakes
2015
Continuing Education Event for Edward Jones Financial Advisors
Opportunities in Estate Planning
2015
Annual Meeting
Opportunities in Estate Planning
2014
Global View Capital Management
Planning for Farm Families: Legacies and Fairness
2014
2014 Annual Seminar
Increasing Trend of Trusts and the Wisconsin Trust Code
2013
Wisconsin Fraternal Insurance Counselors Conference
Opportunities in Estate Planning
2013
Knights of Columbus- St. Dennis, Madison
Dirty Dozen Estate Planning Mistakes
2013
Knights of Columbus- Cottage Grove
Dirty Dozen Estate Planning Mistakes
2013
Knights of Columbus- Cambridge
Dirty Dozen Estate Planning Mistakes
2013
Knights of Columbus- Agency Meeting
Opportunities in Estate Planning
2013
FCSLA- Midwestern Sales Conference
Opportunies in Estate Planning
2013
Dodge County ARC
Special Planning for Special Needs
2013
"It's all about the Kids"- Columbus Hospital
Special Planning for Special Needs
2012
Wells Fargo Financial Advisors, LLC
Dirty Dozen Estate Planning Mistakes
2012
NAIFA Wisconsin CE Day
Planning for Veterans/Planning with IRAs
2012
Member Education Day
Planning for Farm Families
2012
Knights of Columbus- Cottage Grove
Dirty Dozen Estate Planning Mistakes
2012
Holistic Moms Network, November 2012 Meeting
Family Protection Planning
2012
FCSLA- Midwestern Sales Conference
Estate Planning for Financial Advisors
2012
Badgerland Financial
Estate and Succession Planning for Farm Families
2011
Wells Fargo Advisors, LLC
Dirty Dozen Estate Planning Mistakes
2011
Stoughton Hospital Foundation
My Final Gift to Family and Friends
2011
Stoughton Hospital Foundation
Estate Planning and Charitable Giving
2011
Knights of Columbus
Plan Your Legacy
2009
Dane County Service Clubs Speakers Bank
Dan can speak to your group
2009
Dane County Dog Fair
Estate Planning and Companion Animals
2008
Badger Kennel Club
Estate Planning for Pets
Publications
2016
Journey of Aging
Reviewing Finances with Your Aging Parents
2010
InBusiness Magazine
Inaction on Federal Estate Tax No Excuse Not to Succession Plan
2009
My Dog Magazine
Planning for our "Furry" Children
2009
Lasting Legacy- Catholic Diocese of Madison Stewardship Newsletter
What is Charitable Gift Planning?
2008
50 Plus Lifestyles
Grave Robbery: Identity Theft of the dead and how to prevent it
2008
Brava Magazine
Plan to protect your family in case of a future crisis
2008
Wisconsin Woman
Protect yourself from identity theft
2003
Your Life, Your Legacy
Your Life, Your Legacy
Languages
English
Activity
Legal Answers
Legal Guides
Legal Answers
Q&A
How can I sell a joint ownership property when my partners does not want to do it and the property is now in a TOD to his son?
07 Oct 2018
Q&A
What are the advantages of naming the trust rather than individuals as the beneficiary on an IRA?
21 Aug 2018
Q&A
How can I locate my uncle's will
26 Nov 2016
Legal Guides
Legal Guide
Estate Taxes
04 Oct 2009
Legal Guide
Non-Traditional Families and Estate Planning
04 Oct 2009
Legal Guide
Important Planning Considerations for Business Owners
04 Oct 2009