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West Bend Estate Planning Offers Peace of Mind

We have assisted hundreds of clients over the years in establishing basic estate plans. These estate plans include Wills, Durable Powers of Attorney, Living Wills/Health Care Powers of Attorney, and where appropriate Living Trusts to avoid probate proceedings.

One size does not fit all. Each client and each family is unique unto itself, though there are certain basic documents that should be in place for every individual.

We have assisted young families establishing estate plans upon the arrival of their first child. We have assisted older clients in the preparation of Prenuptial Agreements upon their second marriage after the death of their first spouse. We have visited the death beds of clients to put in place, not necessarily tax advantage techniques, but putting in place documents for family objectives so that there is peace of mind.

We have assisted families who have a child who is either emotionally or mentally challenged, for whom the parents have cared for during their lifetimes, but are concerned about the care after they no longer can. This is accomplished by creating lifetime Trusts to ensure the care and welfare of their special heir.

We have assisted countless clients in meeting their personal planning objectives in a tax efficient manner minimizing federal estate tax, and without incurring probate through the use of funded joint Revocable Trusts. Every individual and every family has unique planning objectives. We have provided legal services and counsel to these clients.

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Representative Transactions & Case Studies

West Bend Business Acquisitions
We have assisted many business clients in expanding their product line and market share. This is generally accomplished with an Asset Purchase Agreement as opposed to an Entity Agreement, so as to minimize successor liability. The value that we bring to these transactions is the negotiation of the ... More
West Bend Estate Planning Offers Peace of Mind
We have assisted hundreds of clients over the years in establishing basic estate plans. These estate plans include Wills, Durable Powers of Attorney, Living Wills/Health Care Powers of Attorney, and where appropriate Living Trusts to avoid probate proceedings. One size does not fit all. Each client... More

Practice Areas

Business Counsel & Solutions

Corporations, Partnerships, Limited Liability Companies, Leases, Employment Law, Contracts, Agreements, Tax Planning, Returns and Appeals. learn more

Estate & Succession Planning

Estate Planning, Wills, Trusts, Succession Planning, Family Farm Planning, Elder Law - Title XIX, Probate and Settlement of Estates and Trusts learn more

Tax Advisors

Corporate Tax Returns and Tax Planning, Personal Tax Returns, Estate Tax, Gift Tax, Partnerships, Limited Liability Companies, and Tax Appeals and Audit Assistance. learn more

Banking & Financial

Foreclosures, Work-Outs, Forbearance Agreements, Securing Collateral, Lender Liability, Creditor's Rights and Creditor Protection in Bankruptcy, REO Properties, Deeds in Lieu of Foreclosure, and General Counsel. learn more

Litigation

Civil Litigation Involving - Contracts, Collections, Construction Disputes, Corporations, Probate and Estates, Real Estate, Banking, Landlord Tenant, Uniform Commercial Code, Liens, and more. learn more

Real Estate

Home Purchases and Sales, Real Estate Development, Zoning and Land Development, Commercial and Residential Leases, Commercial Purchases, Tax Free Exchanges, Title Review, learn more

Family Law

Divorce, Adoptions, Guardianships, Marital Agreements, Premarital Agreements, Temporary Restraining Orders, Legal Separation, Post-Judgment Child Support, Maintenance, and Child Placement. learn more

Other Services

Criminal Law, Municipal Law, Traffic Law, Personal Injury learn more