Trusts Lawyers for Wisconsin

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Meet some of our Wisconsin Trusts Lawyers

Vicki P. - Trusts 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. - Trusts Lawyer in Wisconsin
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5.0 (12)
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."

Michael B. - Trusts Lawyer in Wisconsin
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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. - Trusts Lawyer in Wisconsin
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4.9 (15)
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:
5.0

"This platform is the best arrangement there is for a la carting the most important component expense(s) in an appeal keeping the entire litigation process within budgetary constraints. Tom respects how this approach works and took hold of it right away. Hats off to Tom !"

David W. - Trusts 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."

Wendy C. - Trusts Lawyer in Wisconsin
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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. - Trusts Lawyer in Wisconsin
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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. - Trusts 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. - Trusts 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. - Trusts 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.

Sarah B. - Trusts Lawyer in Wisconsin
View Sarah
Member Since:
May 12, 2026

Sarah B.

Transactional Attorney
Free Consultation
Madison, Wisconsin
12 Yrs Experience
Licensed in WI
Marquette University Law School

Experienced U.S.-licensed attorney with 10+ years of practice across commercial transactions, regulatory compliance, and contract drafting, currently in a part-time in-house counsel role and actively available for independent legal engagements on a project or contract basis. Proven ability to deliver efficient, high-quality legal work in flexible arrangements, including prior contract engagements with Am Law 100-affiliated firms. Adept at working autonomously, meeting tight turnarounds, and providing practical, business-focused legal counsel across a wide range of transactional matters.

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Trusts Legal Questions and Answers

Trusts

Trust

Florida

Asked on Jul 1, 2025

Can a trust be modified to remove a beneficiary?

I am the trustee of a family trust, and one of the beneficiaries has engaged in behavior that is detrimental to the trust and its purpose, including misusing trust assets and refusing to cooperate with other beneficiaries. I am concerned about the negative impact this beneficiary's actions are having on the trust, and I would like to know if it is possible to modify the trust to remove this beneficiary and distribute their share to the remaining beneficiaries.

Tanasia T.

Answered Jul 18, 2025

As the Trustee, you have a fiduciary responsibility to manage and protect trust assets, so it is good on you that you are wanting to take action. However, what you are able to do largely depends on the type of trust (revocable or irrevocable) and the explicit terms of the trust. Generally, a revocable trust may be modified by the settlor at any time. So, if you are the trustee and also the settlor, you have the inherent authority to make modifications to the beneficiaries. If it is an irrevocable trust, it may be modified with the consent of all parties (beneficiaries including the beneficiary that you want removed) or by order of the Court.

Read 1 attorney answer>

Trusts

Trust

Washington

Asked on Jul 6, 2024

Can a trustee be held personally liable for the debts of a trust?

Can a trustee be held personally liable for the debts of a trust? I recently became the trustee of my late father's trust, which includes significant financial assets. However, the trust also has outstanding debts that exceed its assets, and I am concerned about my personal liability in case the creditors come after me for repayment. I want to understand my legal obligations and potential risks as a trustee in this situation.

Merry K.

Answered Jul 9, 2024

As long as you do everything "by the book" (good record-keeping, etc) you have no personal liability in regards to debt/obligations of your father's estate, including the trust. Here's the gist for Washington State: You're protected from personal liability as long as you're acting as the trustee and not doing anything outside the scope of your authority or behaving negligently. You need to manage the trust's assets and debts according to the trust document and the law. If you mess up here, there could be some risk of liability. Always make it clear that you're acting as the trustee and not in a personal capacity. This helps keep the lines clear, so creditors and others know you're acting on behalf of the trust. If you mismanage the trust or engage in any kind of misconduct, you could be held personally liable for any losses that result. If the trust's debts are greater than its assets, you'll need to prioritize paying off those debts before distributing anything to the beneficiaries. You might also need to: Pay Debts: Use the trust’s assets to settle any outstanding debts. Talk to Creditors: Let the creditors know about the trust's financial situation and try to work out payment plans or settlements if necessary. If you're worried about personal liability or need help managing the trust's debts, it might be a good idea to talk to an attorney who specializes in trust and estate law. They can give you specific advice and help make sure you're doing everything by the book. Most trusts list a first, second, and third choice of trustee. If that's the situation with your father's trust, you can ask to work with the other people listed, or ask them to take responsibility instead of you. However, your father named you for a reason, as his first choice. After I answer certain Contracts Counsel questions, I'm sometimes asked to bid on a project. Please be aware that my schedule does not allow me to take on your matter, should you need help. One way to find attorneys in this field, in addition to Contracts Counsel, is through this organization: naela.org Best wishes, Merry

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