Joseph A. Bielinski
Douglas D. Hahn
Mary T. Lokensgard
Perry D. Pierre
Jillayne Y. Verich
Brennan T. Haworth
Appleton, Neenah, Menasha, Green Bay, DePere, Oshkosh, Seymour, Chilton, Brillion, Grand Chute, Kaukauna, Combined Locks, Little Chute, Kimberly, Allouez and surrounding areas
ESTATE PLANNING
Even if you don’t think of your accumulated property as an “estate,” estate planning is perhaps the best way to ensure your assets and your future follows a path you set. Estate planning encompasses a range of services—such as those listed below.
For most clients, their main estate planning document is a will. It specifies where you want your property to go at the time of your death. If you have minor children, it also specifies who you want to be their legal guardian. Without a will, Wisconsin law decides who inherits your property, and the County probate judge will decide who will raise your children-all without input from you!
Clients with more complex situations or larger net worths, may chose to utilize a revocable living trust, irrevocable life insurance trust or other more sophisticated estate planning techniques. Our senior partners, Joseph A. Bielinski and Douglas D. Hahn, have more than 60 years of experience in this area. Each is a past president of the Fox Valley Estate Planning Council, and has spoken on estate planning and probate topics.
The attorneys of Menn Law view estate planning as a continuous process that changes along with the natural stages of life, and we plan for the unexpected with creative strategies. 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 ESTATE PLANNING SERVICES:
Even if you don’t think of your accumulated property as an “estate,” estate planning is perhaps the best way to ensure your assets and your future follows a path you set. Estate planning encompasses a range of services—such as those listed below.
For most clients, their main estate planning document is a will. It specifies where you want your property to go at the time of your death. If you have minor children, it also specifies who you want to be their legal guardian. Without a will, Wisconsin law decides who inherits your property, and the County probate judge will decide who will raise your children-all without input from you!
Clients with more complex situations or larger net worths, may chose to utilize a revocable living trust, irrevocable life insurance trust or other more sophisticated estate planning techniques. Our senior partners, Joseph A. Bielinski and Douglas D. Hahn, have more than 60 years of experience in this area. Each is a past president of the Fox Valley Estate Planning Council, and has spoken on estate planning and probate topics.
The attorneys of Menn Law view estate planning as a continuous process that changes along with the natural stages of life, and we plan for the unexpected with creative strategies. 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 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
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Representing clients in Will contests and other estate or trust litigation
