Estate Planning

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.  

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 also teach at the University of Wisconsin Law School.

Core Estate Planning Documents

  • Wills

  • Trusts

  • Health Care Power of Attorney

  • Financial Power of Attorney

  • Living Will/Declaration to Physicians

  • Beneficiary Designation Forms

  • Marital Property Agreements

  • Deeds

  • Digital Property

Wills

  • Probate

  • Probate Litigation

Trusts

  • Revocable Living Trusts

  • Irrevocable Trusts

  • Special Needs Trusts

  • Life Insurance Trusts

  • Advising Trustees

  • Trust Documents

Succession and Transition Planning

  • Closely-Held and Family Businesses

  • Farms

  • Family Cottages/Vacation Property

Tax Planning

  • Income Tax

  • Gift & Estate Tax

  • Taxation of Lifetime Transfers

  • Taxation of Transfers at Death

  • IRAs, 401(k)s, 403(b)s

Marital Property

  • Pre- and Post-Nuptial Agreements

  • Property Classification

  • Credit Issues

Elder Law

  • Planning for Incapacity

  • Long-Term Care Planning

  • Public Entitlements (Medicaid, SSI, Medicare)

Charitable Giving

  • Planned Gifts

  • Charitable Lead Trusts

  • Charitable Remainder Trusts

  • Private Foundations

  • Retirement Plan/IRA Giving

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