Save. 5.0 stars. 111 reviews. Avvo Rating: 10. Licensed for 13 years. Attorney Dera L. Johnsen-Tracy is a shareholder and co-founder of Horn & Johnsen SC. Dera is a 2008 graduate of Marquette University Law School and focuses her legal practice in the areas of estate planning, probate and guardianship.
Wisconsin, Illinois. Angela M. Iaria is a licensed attorney specializing in the areas of civil litigation, family law, child custody and support, and estate administration in DuPage... Probate. Divorce. Family Law. +1. Insurance Defense. View contacts.
Waukesha, WI Probate Attorney. (844) 927-3328. Marquette University Law School and University of Wisconsin - Milwaukee Wisconsin Superlawyers , The National Advocates, American Institute of Legal Advocates and Lawyers of Distinction State Bar of Wisconsin and American Bar Association The Lake Country Lawyer.
Charles (Chuck) Hartzheim has served as an attorney with the Herrling Clark Law Firm since 1972. Attorney Hartzheim emphasized practice in the areas of business law, business mergers and acquisition law, trusts, estate planning, probate law, real …
For formal probate proceedings, a lawyer must represent the estate's personal representative. And, though not required, it's advisable for the attorney to attend informal administration hearings, if there are any. The register of probate's staff can answer basic questions about procedures and preparing forms.
Also exempt from probate is property titled in joint ownership, which automatically passes to the surviving owner. In addition, life insurance payments and funds in an IRA, pension, 401 (k), or other retirement plan bypass probate – if the decedent has named beneficiaries other than the estate.
If the decedent left no will or other legal arrangement for transferring assets upon death, the estate may still go through probate. The goal of probate is to protect the rights of heirs or other beneficiaries and others who have an interest in an estate. Probate determines what the estate owes in taxes and to creditors.
The personal representative has a right to reimbursement for expenses incurred in managing and settling the estate , and for time spent carrying out those duties. Payment for the latter may equal 2 percent of the inventory value of the estate assets (less any mortgages or liens).
No estate taxes are due on property distributed to a surviving spouse who is a U.S. citizen. In addition, the first $5.45 million of assets are exempt from federal estate taxes. This exemption is indexed for inflation under current law and accordingly will increase each year.
Usually it takes a few weeks to notify creditors after death. Once that's occurred, creditors have three months to file claims against the estate.
State law requires that an estate be closed within 18 months.
The Elder Law Center of Wisconsin provides comprehensive elder legal services in Brookfield and the greater Milwaukee area. The center assists clients with the probate process by settling disputes among trust recipients, distributing remaining assets and advantages, and tracking and resolving final financial obligations. Attorneys also assist with preparing and recording archives per probate court requirements. The Elder Law Center of Wisconsin is the only law firm in the state with a team of attorneys, CPAs, and financial planners assisting elderly clients with probate and estate planning.
Bridge Law Office LLC are probate lawyers in the Milwaukee area. The firm handles probate administration, including when decedents don't leave a will and when families want to contest a will. It also prepares wills and trusts, financial and health care powers of attorney, and living wills. Martindale-Hubbell gave Bridge Law Office an AV Preeminent peer rating for professional excellence, and the firm also made the Super Lawyers listing in 2018.
Fricker Law Office provides legal services in matters concerning probate law to clients in Milwaukee. The law firm was founded in 1954 by Earle Fricker and its legacy continues through Robert Fricker who has been in the legal practice for over 35 years. Fricker works with clients during the probate administration process from the distribution of assets to beneficiaries to the settlement of debts and taxes. He also provides assistance in estate planning and helps clients prepare wills and living trusts.
Magner and Hueneke, LLP has more than 50 years of combined experience in the areas of probate and family law. The firm provides its legal services such as probate proceedings and estate planning in Milwaukee and surrounding regions. The clients named in the last will as personal representatives of the decedent will be assisted by the firm's probate attorney and represented in all legal matters related to probate so that the client can effectively discharge their duties and responsibilities.
Steven H. Jesser Attorney at Law PC is a Milwaukee-based lawyer practicing estate planning and probate throughout the metro area and from offices in Skokie, Illinois. Attorney Steven Jesser is also licensed to practice in seven other states and the District of Columbia. The firm's probate services include assisting the executor in administering the estate as well as preparing and filing all court documents, dealing with claims from creditors, and working on resolving disputes between stakeholders.
Walny Legal Group, LLC, offers estate planning and probate law assistance to clients in Milwaukee and the surrounding areas. The law firm, founded in 2011, serves various clients, from ordinary individuals to business owners, healthcare professionals, and athletes. With estate planning as its primary practice, its essential legal service covers trusts, powers of attorney, and planning for college students. Walny Legal Group also offers comprehensive solutions to help clients plan their estate practically by tailoring them to their needs.
Wolff & Sonderhouse LLP is a Waukesha-based law firm that provides legal counsel and representation to the residents of Milwaukee's metro area. Since its foundation in 2008, the firm has grown to incorporate many areas of practice, including probate, where its attorneys provide compassionate and dedicated support during a sometimes emotionally difficult time for the decedent's loved ones. The firm's services include guiding the executor through the probate process, validating claims from creditors, and preparing tax returns.
1. The decedent, with date of birthDecember 30, 1940 and date of deathJuly 1, 2011 was domiciled in (decedent's county) County, State of Wisconsin , , with a mailing address of 51111.
"Transfer by Affidavit,” for estates having a value of $50,000 or less. The person who completes and uses this form has certain legal responsibilities and it may be appropriate to consult with an attorney before deciding whether you should use a "Transfer by Affidavit" form.
To provide a written consent to serve as personal representative and acceptance of duties of the office, including designation of resident agent for service of process by a nonresident personal representative.
Summary Settlement is a type of estate administration designed to assist in settlement of small estates and does not require an attorney's assistance. Summary Settlement is available for estates having a value of $50,000 or less, if the decedent had a surviving spouse/domestic partner or had surviving minor children.