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Practice Areas

Trusts & Estates

Our firm counsels individuals and business owners in the development of estate plans consistent with their articulated goals to assure the orderly transition of power and wealth to succeeding generations.

Our Philosophy

We believe that the estate planning process must be combined with the development and implementation of operational plans, corporate structures and succession plans to ensure efficient operation of a business whether the business is transferred to succeeding generations, assigned to professional managers or sold to third parties.

The estate planning services we provide for our clients include preparation of:

  • Wills
  • Health Care Powers of Attorney
  • Financial Powers of Attorney
  • Declarations to Physicians/Living Wills
  • Marital Property Agreements
  • Pre/Post Nuptial Agreements
  • Revocable Living Trusts
  • Charitable Trusts
  • Life Insurance Trusts

In addition, we counsel our clients regarding:

• Trust and Will contests
• Special needs planning
• Tax planning
• Gift planning
• Reducing or avoiding estate taxes
• Potentially eliminating the need for and cost of probate administration
• Designating beneficiaries and structuring distribution of non-probate assets
• Estate and gift taxation planning

While one of our goals is to avoid the probate process through comprehensive estate planning, probate cannot always be avoided. As a result, we also assist clients in estate and trust administration.

For more information regarding our estate planning section, please contact any of the following individuals at (262) 798-8220, or their listed E-mail address:

Schroeder

Stuart R. Schroeder
• Meet Stuart
• E-mail Stuart

 Fleetwood Patricia K. Fleetwood
• Meet Patricia
• E-mail Patricia

 

 

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© 2008, The Schroeder Group, S.C., Attorneys at Law
Crossroads Corporate Center 20800 Swenson Drive, Suite 475
Waukesha, WI 53186
262.798.8220 | 800.372.3020 | 262.798.8232 (FAX)

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