Probate & Trust 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.

Probate

  • Informal Probate

  • Formal Probate

  • Special Administration

Trust Administration

  • Advising Trustees

  • Representing Beneficiaries

  • Preparing Nonjudicial Settlement Agreements

Tax Return Preparation

  • Fiduciary Income Tax Returns

  • Federal Estate Tax Returns

  • Federal Gift Tax Returns

Other Post-Death Administration

  • Coordinating Collection of Assets

  • Payment of Final Expenses

  • Advice on Retirement Plan Distributions

Trust and Estate Litigation

  • Will and Trust Contests

  • Guardianship

  • Trust and Estate Administration Disputes

  • IRS and Wisconsin Department of Revenue Disputes

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