Heather L. Spencer

Heather L. Spencer

1.0
Rating: 7.1

Licensed for 23 years

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

106 Roedl Ct, Beaver Dam, WI

About Heather

Practice Areas

5

Practice Areas

Estate Planning 30%

My practice involves preparation of comprehensive estate plans which include wills, trusts, marital property agreements, powers of attorney and deeds. I also assist clients with Probate, Estate Administration and Trust Administration cases including preparation of Federal and Wisconsin Form 706 Estate Tax Returns and Federal Form 709 Gift Tax Returns, establishing and funding Credit Shelter Trusts, managing trustee and beneficiary expectations and preparing trust dissolution documentation.

24 years | 1,000 cases

30%
Trusts 25%

I prepare Revocable Living Trusts, Spendthrift Trusts, Testamentary and Special or Supplemental Needs trust for my clients. Living Trusts are primarily used to control the distribution of assets at death without involving the probate court. Special Needs Trusts allow clients to gift money/assets to individuals who currently disabled or may be in the future. Testamentary Trusts are trusts established at death according to the terms of a Will and usually used to provide for education of an heir

22 years | 400 cases

25%
Probate 20%

Probate is the legal process by which the Probate Court supervises the distribution of a decedents assets to their heirs. I assist clients with completing the entire probate process. The probate process includes, but is not limited to, filing appropriate documentation, collecting and inventorying the decedent's assets, payment of debts and taxes, preparing an account of all expenses paid and distributing assets to beneficiaries named in a Will or heirs named by state law.

22 years | 100 cases

20%
Wills and Living Wills 20%

A Will is a written document which allows you to control the distribution of your assets after your death. A Will also allows you to appoint a personal representative to manage your affairs and appoint a guardian for minor or disabled children. A living Will, more accurately called a Declaration to Physicians, tells your physician whether or not you wish to be placed on a medical life support system if you are near death and there is no hope for your survival.

24 years | 500 cases

20%
Elder Law 5%

Elder law attorneys and elder care lawyers deal with issues related to elderly and disabled people. They write wills, answer tax questions, and plan strategies for obtaining disability, Social Security, Medicaid, and Medicare payments. Their services are useful for health and long-term care planning, as well as end-of-life planning decisions and instances of elder abuse. Elder law attorneys know what public and private resources may be available for you or your elderly relatives.

22 years | 30 cases

5%

Fees and Rates

Cost

Free Consultation

$0 first 120 minutes


Payment Methods

  • Cash
  • Check

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Licenses

Licensed in Wisconsin for 23 years

State: Wisconsin

Acquired: 2002

Administrative Suspension

No misconduct found

Location

Law Offices of Heather L. Spencer

106 Roedl Ct, Beaver Dam, WI, 53916-2912

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Heather L. Spencer's Reviews

Avvo Review Score

1.0 /5.0

1 Client Review

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1 star 1
What Clients Mention

Showing 1 - 1 of 1 review

Posted by anonymous | August 21, 2011

Wont return phone calls

We left several messages for Heather over the past 3 weeks and we still have not had a reply.

See All Client Reviews

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Experience

Rating:  7.1 (Very Good)

Work Experience

2008 - Present

Attorney, Spencer Law Firm

2005 - 2008

Attorney, Kohls & Associates, LLC

Education

2002

U Of Wisconsin

law

1999

University of Wisconsin, Parkside

BA - Bachelor of Arts

Languages

English

Activity

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