As the third generation Attorney, Laura Petrie concentrates her legal practice in the area of Estates + Trusts. She focuses her personal estate planning practice on the drafting of wills, trusts, powers of attorney and marital agreements – all tailored to her clients' specific needs. Laura works closely with her clients regarding estate, gift, generation-skipping and income tax planning, as well as business succession and special needs planning to ensure the orderly, efficient transfer of assets both before and after death. She is experienced and efficient in probate and trust administration matters, advising both fiduciaries and beneficiaries. Laura also represents clients in all phases of guardianship and protective placement proceedings.
Areas of Practice
Admissions
- State of Wisconsin
- State of Minnesota
Awards
- FIVE STAR “Best in Client Satisfaction" Financial Services/Estate Planning Professional - Metro Milwaukee (2010 – 2020)
- M Magazine “Leading Lawyer" Estate Planning (2013 – 2018)
Education
- Juris Doctor: University of Minnesota Law School
- B.A.: Northwestern University
Professional & Civic Activities
- State Bar of Wisconsin (1992 – present)
- Milwaukee Bar Association (1994 – present)
- MBA Bench/Bar Probate Committee (1994 – present; Co-Chair, 2012 – 2014)
- Herbert J. Mueller Society of Greater Milwaukee Foundation, Inc. (2010 – present)
- First Congregational Church of Wauwatosa, Board of Trustees (2015 – 2017)
- Congregational Home, Inc., Board of Directors (Member & Executive Committee Member 2006 – 2019)
- The Executive Committee, Inc. (Vistage) - NextGen TEC & TEC 47 (2006 – present)
Personal Interests
- Laura enjoys playing tennis and spending time with her family in Shorewood