Supplemental Needs Trusts are designed to protect the assets of a disabled individual. The assets placed in a Supplemental Needs Trust are exempt from Medicaid and other government benefits. There are two different types of SNT: (1) first-party trusts which are funded with assets belonging to the disabled individual like an outright inheritance or a personal injury settlement. (2) third-party trust which is funded with a future inheritance through an estate plan or beneficiary designation.

Take control of what happens to you if you become incapacitated. A power of attorney is a legal document that allows you to appoint a person or organization as an agent to manage your medical, property, or financial affairs if you cannot do so yourself.

When you are gone, who will protect your family? You still can. Documents like wills, trusts, and power of attorney are extremely useful legal tools. They shield your spouse, children and grandchildren from a drawn-out legal process by simplifying, streamlining, or eliminating the probate and guardianship process.

Probates and trust administration in Wisconsin requires careful attention to detail and a comprehensive knowledge of the law. Because we have extensive background in estate planning and experience drafting wills and trusts, it allows our Wisconsin attorneys to provide reliable and effective representation in probates and trust matters for you and your family.

One of the most important parts of the estate planning process is tax planning. As part of our estate planning services, we can provide valuable advice concerning estate taxation matters. Our Wisconsin estate tax attorneys help you obtain the maximum benefit from tax exemptions during your lifetime. So, you can preserve the value of your estate for loved ones.