Estate Planning, Estate & Trust Administration

Boardman & Clark advises a wide range of clients about estate planning, business planning, charitable giving, and probate and trust administration.  Our lawyers represent individuals, professionals, families, fiduciaries, and charitable organizations.  We counsel fiduciaries and individuals in the administration of trust and estates and represent parties in probate and trust litigation. 

Our Lawyers

The lawyers in our Trusts & Estates Group have served on statewide boards and committees that oversee the law in this area, including the Real Property, Probate and Trust Section of the State Bar of Wisconsin and the drafting committee for the Uniform Trust Code in Wisconsin.  Several of our lawyers are coauthors of Eckhardt’s Workbook for Wisconsin Estate Planners and Advising Older Clients and Their Families, standard publications in these areas, published by the State Bar of Wisconsin.  Some of our lawyers have taught at the University of Wisconsin Law School. 

Several lawyers have been listed in Super Lawyers and Best Lawyers in America, and have received high ratings from Martindale-Hubbell for ethical standards. 

Our Practice Areas

The lawyers in our Trusts & Estates Group have extensive experience representing clients in the following areas:

  • Estate Planning.  Our lawyers advise clients about the transfer of wealth during life and on death, including estate planning for families, as well as effective business succession planning for business owners.  Our planning includes strategies to minimize taxes and protect clients who suffer from diminished capacity.
  • Tax Planning.  Our lawyers advise clients about federal, state, and local tax issues.  We help clients achieve their financial planning objectives through tax planning, and we represent clients involved in tax litigation.
  • Marital Property.  With the enactment of the Marital Property Act, effective in 1986, Wisconsin became a community property state.  Community property offers unusual opportunities and challenges for married couples domiciled in Wisconsin.  Our lawyers have extensive experience working with marital property in Wisconsin.
  • Trust and Estate Administration.  Trust and estate administration requires involvement in several areas of substantive law, including federal and state income and estate tax laws, as well as state property law.  Our lawyers understand these areas, and we have worked with many personal representatives, trustees and families to ensure the efficient and orderly transfer of substantial wealth through trusts and estates.
  • Trust and Estate Litigation.  Our experience with representing trusts and estates provides important background when conflicts arise in these areas.  Our lawyers are prepared to mediate and, if necessary, litigate disputes among trust and estate beneficiaries, corporate fiduciaries, taxing authorities and others. We are sensitive to familial dynamics and we provide clients with mature counsel focused on resolving conflicts quickly and efficiently.
  • Elder Law.  As our population ages, clients increasingly need legal counsel with experience representing clients who suffer from diminished capacity as well as clients who rely on government entitlement programs.  Our lawyers have experience protecting our senior clients, through the use of trusts, powers of attorney and other mechanisms.  
  • Tax-Exempt Organizations.  We represent a number of tax-exempt organizations, including private foundations and supporting organizations.  We have extensive experience with the governance of these entities, including formation, administration, grant-making, fundraising, planned giving, tax planning and compliance, and litigation. 
  • Charitable Giving.  We help our clients fulfill their charitable objectives in an efficient and effective way.  We also help charitable entities achieve their objectives.