Estate Planning Lawyers for Wisconsin

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Meet some of our Wisconsin Estate Planning Lawyers

Vicki P. - Estate Planning Lawyer in Wisconsin
View Vicki
5.0 (4)
Member Since:
June 30, 2023

Vicki P.

Attorney
Free Consultation
Danville, Pennsylvania
27 Yrs Experience
Licensed in WI PA
Regent University School of Law

Vicki graduated from Regent University School of Law in Virginia Beach, Virginia in 1996. She is a licensed attorney. She has been admitted to Wisconsin since 1998 and Pennsylvania since 1999.

Recent  ContractsCounsel Client  Review:
5.0

"Perfect review of my loan agreement. Provided great info so I could make an informed decision."

Robert A. - Estate Planning Lawyer in Wisconsin
View Robert
5.0 (13)
Member Since:
March 20, 2024

Robert A.

Attorney at Law
Wisconsin
14 Yrs Experience
Licensed in WI
Marquette University Law School

Robert McMillan Arthur is a collaborative attorney and mediator practicing across Wisconsin, with offices in the Metro Milwaukee area and Northeastern Wisconsin. He is a general practitioner, concentrating in Small Business Law, Entertainment Law, Intellectual Property Law, Nonprofit Law, Divorce and Family Law. Robert’s business law practice focuses on the needs of small, closely-held businesses and startups. As a veteran of a family owned business, Robert applies his extensive experience to advise his clients in a broad spectrum of legal issues, including contracts, licensing, trademark, copyright, employment, and business formation. With multidisciplinary qualifications and experiences, Robert chose his career in law to help people caught up in difficult situations in their personal or professional lives. His core principle of law practice is based on empowering and informing clients, advocating for their interests when appropriate, and guiding them in difficult problem solving.

Recent  ContractsCounsel Client  Review:
5.0

"Robert helped us with a contract review and addressed all of our concerns. He gave us a thoughtful analysis of the risks we would be accepting upon execution."

Maxwell L. - Estate Planning Lawyer in Wisconsin
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4.9 (4)
Member Since:
September 24, 2020

Maxwell L.

Lawyer, Owner
Free Consultation
New Berlin, WI
15 Yrs Experience
Licensed in WI
Marquette University Law School (JD)

Firm rated best ADR firm for Wisconsin and won an award for cultural innovation in dispute resolution from acquisition international magazine in 2016 and it was rated "Best of Brookfield" by Best Businesses in 2015. Attorney Maxwell C. Livingston was rated 10 best in Labor & Employment Law by American Institute of Legal Counsel and 40 Under 40 by American Society of Legal Advocates for 2016; he also won 10 Best by American Institute of Family Law Attorneys. He is licensed in Wisconsin in all state and federal courts, and in the 7th Circuit Court of Appeals, wherein he won a landmark decision in McCray v. Wielke.

Recent  ContractsCounsel Client  Review:
5.0

"Great information and very helpful and patient. Highly recommend for what was needed."

Michael B. - Estate Planning Lawyer in Wisconsin
View Michael
4.9 (30)
Member Since:
October 30, 2020

Michael B.

Attorney
Free Consultation
Illinois
16 Yrs Experience
Licensed in WI IL, MN
University of the Pacific

Michael has extensive experience advising companies from start-ups to established publicly-traded companies . He has represented businesses in a wide array of fields IT consulting, software solutions, web design/ development, financial services, SaaS, data storage, and others. Areas of expertise include contract drafting and negotiation, terms of use, business structuring and funding, company and employee policies, general transactional issues as well as licensing and regulatory compliance. His prior experience before entering private practice includes negotiating sales contracts for a Fortune 500 healthcare company, as well as regulatory compliance contracts for a publicly traded dental manufacturer. Mr. Brennan firmly believes that every business deserves a lawyer that is both responsive and dependable, and he strives to provide that type of service to every client.

Recent  ContractsCounsel Client  Review:
5.0

"Michael was professional and quick to response. He made the process very simple and easy."

Thomas D. - Estate Planning Lawyer in Wisconsin
View Thomas
4.9 (16)
Member Since:
September 20, 2024

Thomas D.

Managing Partner
Free Consultation
Milwaukee, WI
37 Yrs Experience
Licensed in WI
University of Wisconsin

I graduated from the University of Wisconsin Law School. Upon graduation, I went to McDermott, Will & Emery in Chicago and practiced corporate, real estate and tax law. I then joined Godfrey & Kahn where I became a shareholder in the real estate group, head of real estate lending and continued to practice corporate law. At these firms, I received excellent training and represented some of the largest and most innovative clients in the US. After practicing law for 15 years, I founded a real estate development company. I built a multi-million dollar company and developed many significant projects. I sold the company and was recruited for senior positions by two other real estate companies. I continued to hone my legal skills at these companies by negotiating and drafting countless documents for my businesses. The combination of my legal and business experience helps me foster the growth of clients' businesses, solve their problems and guide them through difficult matters.

Recent  ContractsCounsel Client  Review:
4.3

"There may have been some response items, but otherwise Tom was a nice man who helped me with putting together needed documentation."

David W. - Estate Planning Lawyer in Wisconsin
View David
4.8 (2)
Member Since:
September 27, 2021

David W.

Lawyer
Free Consultation
Wisconsin
10 Yrs Experience
Licensed in WI
Marquette Law School

The Law Office of David Watson, LLC provides comprehensive and individualized estate-planning services for all stages and phases of life. I listen to your goals and priorities and offer a range of estate-planning services, including trusts, wills, living wills, durable powers of attorney, and other plans to meet your goals. And for convenience and transparency, many estate-planning services are provided at a flat rate.

Recent  ContractsCounsel Client  Review:
4.7

"David quickly put in a bid and began work. He was very responsive to any questions I had."

Maury B. - Estate Planning Lawyer in Wisconsin
View Maury
Member Since:
September 2, 2020

Maury B.

Senior Counsel
Free Consultation
Minneapolis, MN
35 Yrs Experience
Licensed in WI MN
Mitchell Hamline School of Law

Respected, driven, ethical, and high energy legal and business professional with strong focus on litigation, contracts and compliance issues. Critical management experience includes client development, developing core initiatives, and forecasting risk in major corporations. Strong legal research, analytical and problem solving skills with demonstrated adaptability in a multifaceted legal practice including delivering high value results in a Fortune 10 environment. Core competencies include: Tactical and strategic legal direction and support to clients which includes contract negotiation, drafting and review, business planning, and a passion for relationship management. Excellent legal research, writing, analytical and problem solving skills including legal training and compliance with regulatory requirements and corporate policies. Coordinates with in-house legal and business resources for team building with excellent verbal communication skills, coaching, and leadership.

Wendy C. - Estate Planning Lawyer in Wisconsin
View Wendy
Member Since:
September 12, 2022

Wendy C.

Attorney
Free Consultation
Chicago
27 Yrs Experience
Licensed in WI IL
University of Wisconsin Madison

Business Advisor and Real Estate Consultant: Small boutique firm working to assist entrepreneurs, business start-ups, property investors, new home buyers, and distressed owners Wendy Calvert began her career as a corporate attorney focusing on complex commercial litigation, primarily in construction, property and casualty, and contractor liability. Through this experience, Wendy has managed and successfully litigated cases in Illinois and Wisconsin. In 2004, Wendy relocated to Illinois to work as an insurance litigation counsel and later as an executive sales consultant and insurance expert. Wendy now utilizes her skills as a contract negotiator, litigator, and sales consultant to negotiate real estate deals and help entrepreneurs create and grow the businesses of their dreams. EDUCATION Wendy earned her Juris Doctor in 1999 from the University of Wisconsin Madison. In 1989, Wendy graduated with a Bachelor of Arts in Business Administration and Communications from Marquette University.

Timothy J. - Estate Planning Lawyer in Wisconsin
View Timothy
Member Since:
August 1, 2023

Timothy J.

Corporate Counsel
Free Consultation
Fort Lauderdale, Florida
10 Yrs Experience
Licensed in WI FL, IL
Illinois Institute of Technology: Chicago-Kent College of Law

Financial Services, Business, Corporate, Personal Injury, and Healthcare. I've represented fortune 100 companies and defended individuals in personal debt litigation. Wide breadth of experience, ready to assist.

Amy F. - Estate Planning Lawyer in Wisconsin
View Amy
Member Since:
August 10, 2023

Amy F.

Real Estate and Business Lawyer
Free Consultation
Milwaukee, Wisconsin
30 Yrs Experience
Licensed in WI TX
University of Wisconsin

As a lawyer of 27 years, I have a great deal of experience handling many different types of legal projects. Starting with a simple estate plan or the purchase of a personal residence, and moving all the way to complex estate plans and real estate transactions. I regularly advise small business owners and real estate investors.

Brittany B. - Estate Planning Lawyer in Wisconsin
View Brittany
Member Since:
October 1, 2023

Brittany B.

Attorney
Free Consultation
Upton, Massachusetts
14 Yrs Experience
Licensed in WI MA, VT
University of St. Thomas

I am a tax attorney with years of experience as in house counsel at an accounting firm. I have also done tax litigation and audit representation. I work with for profits and non profits.

Samantha O. - Estate Planning Lawyer in Wisconsin
View Samantha
Member Since:
March 20, 2025

Samantha O.

Managing Attorney
Free Consultation
Waukesha, WI
3 Yrs Experience
Licensed in WI
Marquette University Law School

After a successful career in property management and commerical lending, I became a transactional Corporate and Real Estate attorney at an AM 200 law firm, drafting and negotiating purchase agreements and closing documents, interpreting laws, rulings, and regulations for real estate and corporate transactions, conducting due diligence, as well as rendering advice on real estate financing, development, management, leasing, zoning, and land use. I also served as in-house counsel for a multi-million dollar real estate data company, where I advised executive leadership on contracts, corporate governance, compliance, and risk management, giving me a strong understanding of both the legal and business aspects of a variety of industries.

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Estate Planning Legal Questions and Answers

Estate Planning

Last Will and Testament

Illinois

Asked on Mar 21, 2023

How often should I review and update my will?

I am asking this question because I want to ensure that my will is up-to-date and reflects any changes in my life circumstances, such as marriage, divorce, birth or adoption of a child, or changes in my financial situation. I am also interested in understanding how frequently I should review and update my will to ensure that my assets are distributed according to my wishes in the event of my death.

Talin H.

Answered Apr 21, 2023

You basically just answered your question. You should review and update your will whenever a major life event happens that might influence how your assets are distributed in the will. The rule of thumb is the addition or subtraction of a family member, or addition, or subtraction of a major asset like a home purchase.

Read 1 attorney answer>

Estate Planning

Power of Attorney

Tennessee

Asked on Apr 21, 2022

Do I need a lawyer to get a power of attorney

My uncle is an elderly man and his wife passed away in January of this year. She did everything as far handling all of the important things. He doesn't understand a lot of things. He asked me if I would take over everything for him. So I think I need to get a power of attorney to be able to do tnat.

Rebecca R.

Answered May 3, 2022

A power of attorney allows you to make decisions and dispose of property, it does sound like one might be helpful in your situation. When an attorney writes up the power of attorney, you have a range of permissions to cover all the needs of your individual situation. You’ll want to be sure that you have the ability to write checks, etc. Additionally, the power of attorney will be useful if other family members challenge your decisions or actions. Drafting the document is a fairly straightforward process, and most attorneys will bill 1-2 hours depending on whether you need additional documents for healthcare and estate decisions.

Read 1 attorney answer>

Estate Planning

Prenuptial Agreement

Massachusetts

Asked on Apr 21, 2023

How does a prenuptial agreement affect estate planning?

I am getting married soon and I am interested in understanding how a prenuptial agreement would affect my estate planning. I would like to know what steps I should take to ensure that my assets are protected and that my wishes are carried out after I pass away. I am also curious as to how a prenuptial agreement might affect the distribution of my assets to my family members and other beneficiaries.

Briana C.

Answered May 23, 2023

A prenuptial agreement does not create an estate plan. But it can do two things. First, a prenuptial agreement can create a contractual promise on the part of one or both spouses to do something in particular with their estate plan (such as promising to leave the marital home to the surviving spouse, or promising to leave everything they have to the surviving spouse, or promising to set up a trust, etc. etc.). If this contractual promise is broken, the surviving spouse has a contract claim against the estate of the dead spouse. Second, and almost the opposite, in a prenuptial agreement one or both spouses can waive the rights they would otherwise have by statute, thus freeing up the other spouse to do whatever he or she wants with her estate plan. Without a prenuptial agreement, a surviving spouse is entitled by statute to inherit a certain proportion of the estate of the dead spouse (the exact proportion depends on whether or not the dead spouse has a will, and/or has surviving children). The prenuptial agreement can override these statutory rights and provide that the surviving spouse is not entitled to inherit anything from the dead spouse, except for anything the dead spouse may choose to leave the surviving spouse in his or her will.

Read 1 attorney answer>

Estate Planning

Will

Pennsylvania

Asked on Apr 22, 2026

Are any ContractsCounsel lawyers open to serving as an executor for my estate?

I'm 49, and I live in Pennsylvania. I'm not married, and I don't have any kids. My net worth around $2 million. I understand that if any lawyer is open to this arrangement, he/she would need to screen me before agreeing to serve as my executor.

Kenneth G.

Answered May 26, 2026

Pennsylvania ethics rules permit a lawyer to serve as executor for a client, subject to PA RPC 1.7 conflict disclosure and PA RPC 1.8 Comment guidance, including advising of the lawyer's financial interest and the availability of alternative candidates. An engagement would be a long-tail fiduciary commitment, and the executor role should sit in a separate engagement letter with full Rule 1.7 disclosures, written informed consent, succession provisions, and confirmed fiduciary insurance. The engagement is ethically allowed, but there are enough structural hurdles with having a lawyer serve as executor that one may want to consider a bank or institutional executor in some cases.

Read 1 attorney answer>

Estate Planning

Last Will and Testament

California

Asked on Mar 21, 2023

What happens if I die without a will?

As I have gotten older and accumulated assets, I have become increasingly aware of the importance of having a will in place. However, I have not yet taken the steps to create one, and I am curious about the potential consequences of dying without a will. Therefore, I would like to seek the advice of a lawyer to understand what would happen to my estate and how my assets would be distributed in the event of my death without a will.

Matthew S.

Answered Apr 11, 2023

If you die without a will your assets will be distributed to your heirs pursuant to the intestacy statute for your state. However, if you use a will, you can control who gets your assets and can give assets to non-blood related persons who wouldn't otherwise be an heir.

Read 1 attorney answer>
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