Wisconsin Estate Planning Lawyers

At the Milwaukee, Wisconsin, lifetime and estate planning law firm of Moertl, Wilkins & Campbell, S.C., our experienced attorneys advise clients in an effort to head off future problems and leave clients better prepared to deal with situations as they arise.

Contact Moertl, Wilkins & Campbell, S.C. for knowledgeable, skilled estate planning legal assistance.

Estate Planning
We help clients examine all options for distribution of property (including wills, trusts, and gifting options), ensuring clients gain the maximum benefit of the law and minimize estate tax liability.

Wills and Trusts
We help clients identify the options most suitable to them regarding the distribution of their assets upon passing. Options may include a Will, a revocable living trust, irrevocable life insurance trust (ILIT), grantor retained annuity trust (GRAT), and qualified personal residence trust (QPRT).

Powers of Attorney
Clients can delegate who will control their finances and health care decisions in the event of their incapacity.

Charitable Planning
We educate clients as to the many options available in charitable giving.

Special Needs Trusts
Clients are able to fund care for a disabled individual without discontinuing the individual's government benefits.

Tax Planning and Preparation
We do tax planning for larger estates, prepare estate tax returns, and prepare income tax returns.

Probate and Trust Administration
We handle complex distribution of assets / transfer of property through trust and probate administration.

Guardianships
We assist clients through guardianship proceedings, when necessary.

Title 19 and Medicaid
We educate clients as to this program for nursing home care for individuals who qualify based on their levels of assets and income.

To better serve our clients, we also offer a bill-paying service for our clients. Your bills are sent directly to our firm, a bank account is established in your name, and we pay your bills using the funds in your account.

Contact a Wisconsin estate planning attorney at Moertl, Wilkins & Campbell, S.C., today for a consultation and evaluation.