Practice Areas

I am proud to announce that Milwaukee’s Lifestyle Magazine (“M Magazine,” 2012 and 2013) chose me as a “Leading Lawyer” in the greater Milwaukee area!

My practice areas include:

Estate Planning – Wills, Trusts, Powers of Attorney for Health Care and Finances

Probate Matters, Special Administration, Transfers by Affidavit, Non-probate Transfer Advice

Guardianship Matters for seniors in need and adults, including disabled children turning age 18

Elder Law matters such as Medicaid (Title 19 or Title XIX), Family Care, Veterans Pension Benefits for senior veterans, special needs trusts, caregiver agreements for family members caring for parents and other elder law matters

Residential Real Estate Matters

In 2010, I completed the requirements to become accredited by the U.S. Department of Veterans Affairs (license no. 15689).  In January of 2011, I completed additional specialized training in veterans benefits.  I thank all veterans for their service and it is my honor to assist them by determining whether they are entitled to additional benefits, and representing them before the Veterans Administration.  To view my book about veterans benefits, please visit the Veterans Benefits tab to the left of this page.

My clients frequently ask about which option is better:  a will (involving the probate process) or a revocable living trust (avoiding probate).  For general information about these estate planning options, please download the attached information about wills, revocable living trusts, and the probate process.  I address further questions and talk to you about your estate planning goals during our first meeting.  For veterans, please see my Veterans Benefits page.

Last Will & Testaments:    Wills and Estate Planning – The Basics

Revocable Living Trusts:   Revocable Living Trusts – The Basics Explained

The Court Probate Process:  The Probate Process – Information

In addition, feel free to download my “Top Ten Life Planning Tips”:  Top 10 Life Planning Tips

To schedule an appointment, please call 262-347-2820.

Recently I added a page to my website that includes a download for “111 (and counting!) Local Senior Citizen Discounts”.  To download the discounts, please visit the tab on the left of the page.  Please contact me if you know of a discount that can be added to the list – my goal is to reach over 200 local discounts.