(414) 276-2850

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