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Estates + Trusts
How can you best build and protect your legacy? Turn to Petrie + Pettit for our long record of success in all areas of Estates + Trusts for individuals, families and businesses throughout Wisconsin. From personal estate planning and business succession planning to probate, guardianships and trust administration, Petrie + Pettit has helped clients preserve wealth and protect assets for more than 120 years. We are dedicated to caring for our clients, their families and their businesses.
Our Estates + Trusts Services
Estate Planning
- Drafting basic Estate Planning documents, including:
- Wills and Trusts
- Advance Directives – Financial Powers of Attorney, Healthcare Powers of Attorney and HIPAA Authorizations
- Pre- and Post-nuptial (Marital Property) Agreements
- Personal Property Memoranda
- Transfers on Death (TOD) for Wisconsin real estate interests
- Supporting a range of more advanced Estate Planning needs, including:
- Special Needs Trusts - Preserving the assets of individuals with disabilities while maintaining their eligibility to receive important public benefits
- Business Succession Planning
- Estate, Gift and Generation-Skipping Tax Planning
- Charitable Planning
Probate and/or Trust Administration
- Working with families of decedents and Personal Representatives in Wisconsin courts to administer probate estates efficiently
- Working with Trustees and beneficiaries to ensure that assets held in trust are administered appropriately and then transferred to loved ones quickly and with minimal cost
Guardianships
- Assisting families with Wisconsin court proceedings to obtain legal guardianship for minors and/or incapacitated adults, as well as protective placement orders, when required
Litigation
- Handling litigation matters related to probate estates, trusts and guardianships, as needed