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Estate Planning is not a one-time event, nor is it limited to persons of a certain age or asset size. The Estate Planning attorneys of Menn Law Firm view estate planning as a continuous process that changes along with the natural stages of life. We work with clients to identify their goals, and then recommend the legal tools and techniques that enable them to accomplish those goals in a tax-efficient manner and with a minimum of court involvement.
Menn Law Firm was established in 1926, and has always had a reputation for providing quality estate planning advice. Our mission is to create long-term relationships built on mutual trust and confidence. Our clients remain with us for years, and frequently for generations. For example, our firm represented the founder of a local business and assisted over the years in its transfer through the generations; first to son, then grandson, and most recently to great-granddaughter. This long-range perspective sets us apart.
HERE ARE A FEW EXAMPLES OF OUR ESTATE PLANNING SERVICES:
- Drafting Wills and single or joint Revocable Living Trusts
- Drafting Living Wills and Health Care and Durable Financial Powers of Attorney
- Drafting Marital Property Agreements (both before and after marriage)
- Drafting Irrevocable Life Insurance Trusts and Family Limited Partnerships
- Business succession planning
- Estate planning for retirement benefits
- Elder law, including nursing home financial planning
- Charitable planning, including donor-advised funds, private foundations, supporting organizations, charitable remainder trusts and charitable lead trusts
- Probate and Trust settlement, including preparing Fiduciary Income Tax, Federal Estate Tax, Wisconsin Estate Tax, and Federal Gift Tax Returns
- Representing clients in Will contests and other estate or trust litigation
Individuals and businesses pass through normal stages of development, but unforeseen events both positive and negative can occur. Therefore, in counseling our clients, we plan not just for the expected in the traditional way, but also the unexpected in a creative way. This helps our clients develop effective strategies for protecting themselves, their families, and their businesses.
Menn Law Firm’s Estate Planning attorneys have a breadth of experience in all aspects of estate planning and provide clients with a full range of estate planning services, with our focus squarely on their personal objectives.