Archived
If a lawyer is retained to help an executor with distributions in a will, what services are covered by the retainer fee?
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Answered on April 03, 2014
If the fee is to exceed $1000 and you haven't had a prior relationship with the attorney or firm, the basis for the fee should be in a writing...
Archived
Did our our homestead property become joint tenancy after the Wisconsin Marital Property Act enacted in 1986?
Mark's answer
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Answered on April 03, 2014
In general whether marital or not, or survivorship or not, is a facts and circumstances determination. Accordingly not clear and arguably may be...
Archived
Is community property best or joint owner trust
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Answered on April 02, 2014
There is not a simple answer. Community property, or what is known in Wisconsin as "marital property" is determined by fact and circumstances,...
Archived
My mother will be going assisted living in the next few months. Can I get her car title signed to me without penalty?
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Answered on April 02, 2014
If Medicaid (known as Medical Assistance or MA in Wisconsin) is in play then see the MA Eligibility Handbook at...
Archived
I am a former employee of an Attorneys Office and have specific knowledge of the Attorney borrowing money from the Client Trust
Mark's answer
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Answered on March 26, 2014
Not only potential ethics violation, but also a crime. Call OLR and inquire whether there is anonymity available through their process? They might...
Archived
If I have an LLC, will creating a dba under the LLC also provide me with the limited liability protections of the LLC?
Mark's answer
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Answered on March 26, 2014
Limited liability may not be afforded if not disclosed to whoever you deal with. Wisconsin courts have not provided a liability shield when the...
Archived
I am the named beneficiary on my ex wife's annuity;we divorced and she never up dated her beneficiary. Can I claim the benefit
Mark's answer
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Answered on March 26, 2014
Review Section 854.15 of the Wisconsin Statutes that has a few exceptions to the general "revocation by divorce", including if you can show intent...
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Archived
Estate Property with no Will.
Mark's answer
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Answered on March 26, 2014
Subject to the rights of creditors, if all agree then whatever that agreement is can be accomplished. there may be more than one route to...
What assets are exempt from probate in Wisconsin.
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Answered on March 08, 2014
Many assets pass outside probate such as joint accounts and beneficiary designations, so not clear why any probate would be used if you have...
Archived
Is it possible & practical to take title to a personal residence in Wisconsin in a land trust, much as one can in Illinois?
Mark's answer
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Answered on March 08, 2014
Regardless of whether you are Wisconsin residents or not, passive trusts (like an Illinois land trust) appear inappropriate to hold Wisconsin real...
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