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Estate Planning Questions and Answers

Our Clients

The Trust & Estate Group provides legal services to individuals, families, closely held businesses, and individual and corporate fiduciaries.

Services

  • Wills and trusts
  • Marital property
  • Marital property agreements, including prenuptial agreements
  • Sophisticated estate planning
  • Planning for estate, gift, generation skipping and income taxation
  • Planning for distributions from Qualified Plans and IRAs
  • Business succession planning
    • Buy sell agreements
    • Discount valuation planning
    • Liquidity planning
    • Choice of business entity
    • Qualified and nonqualified deferred compensation
  • Trust and estate administration
    • Tax filings, including gift, estate and generation skipping transfer tax
    • Disclaimers
    • Probate
    • Advising trustees, personal representatives, guardians and agents
  • Trust and estate litigation
  • Elder law
    • Powers of attorney
    • Health care powers of attorney
    • Surrogate decision making
    • Guardianships

Attorneys

Carl Rasmussen, Chair
Cliff Bobholz
Brian Glynn
Tom Groeneweg
Forrest Hartmann
Liz Heiner
Madelyn Leopold
Karl Marquardt
Marta Meyers
Rebecca Oettinger
Paul Schmidt
Tom Travers


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(608) 257-9521 • Fourth Floor, 1 South Pinckney St. • Madison WI 53703 • USA
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