Robert C. Angermeier*

PARTNER

Mark J. Rogers*

PARTNER

Roman Chojnacki

ATTORNEY

Stacy A. Vogeltanz

ATTORNEY

Amanda J. McCormack

ATTORNEY

Brenda A. Schlais

ATTORNEY

Vincent R. Angermeier

PARTNER

Mark J. Rogers

Mark J. Rogers

Partner

Mark J. Rogers
Rated by Super Lawyers


loading ...

Biography

I transitioned from trial work to estate planning in 1995. From there my practice was limited to estate planning and its related areas of practice-trust administration and probate. Eventually, I and my firm added Elder Law in 2007, which provided us tools to assist clients in preserving assets while receiving Medicaid long term care benefits. This allowed the firm to provide a more complete range of services as our clients aged.

Along the way I have had the privilege of adding an excellent group of estate planning and Elder law attorney to carry out our culture of listening carefully to our client's goals and concerns, and then providing legally sound, practical solutions that work as expected.

We are different in that (1) our firm funds every trust that we create; (2) we charge fixed fees, not by the hour; this encourages our clients to call with questions without fear of getting a bill; initial conferences are at no charge; this includes review of a client's existing plan. 

Education

  • Indiana University at Bloomington School of Law, Bloomington, Indiana
    • J.D., Doctor of Jurisprudence - 1974
    • Honors: cum laude
  • University of Illinois, Urbana, Illinois
    • B.S., Bachelor of Science - 1970
    • Major: Psychology

Practice Areas

  • Estate Planning 60%
  • Trust Administration and Probate 20%
  • Elder Law- Medicaid Long Term Care Eligibility 20%

Bar Admissions

  • Wisconsin, 1974

Professional Associations

  • EPICOR (Estate Planning Institute of Collaborative Resources), Founding Fellow and Past Chancellor, (2010-2011; 2002-03)
  • Illinois/Wisconsin Forum of Estate Planning Attorneys, Board of Directors, 1998 to Present
  • Wisconsin Forum of Estate Planning Attorneys, Chairperson, 1997 to 1999
  • WealthCounsel , Member, 2006 to 2019
  • State Bar of Wisconsin, Real Property, Probate and Trust Law, and ELDER Law Sections, Member
  • Milwaukee Bar Association, Probate Practice and Procedure Section, Member
  • Wisconsin Council of Estate Planning Attorneys, Member, Former Chairman , 1998 to 2019
  • ElderCounsel , Charter member , 2008 to 2019
  • National Academy of Elder Law Attorneys , Member , 2007 to 2019
  • WISNAELA- Wisconsin Elder Law Section , Member , 2010 to 2019

Classes/Seminars

  • ABCs of Medicaid , Angermeier & Rogers, LLP, 2008 to 2019
  • Basics of Estate Planning , Angermeier & Rogers, LLP, 1995 to 2019
  • Trust Planning in a Post-Estate Tax World , Angermeier & Rogers, LLP, 2014 to 2019
  • Coordinating Retirement Assets with Trust Planning , Angermeier & Rogers, LLP, 2006 to 2019

Past Employment

  • Whyte & Hirschboeck, S.C., Associate, 1976 to 1978
  • Honorable Myron L. Gordon, United States District Judge, Eastern District of Wisconsin, Law Clerk, 1974 to 1976

Honors

  • FIVE STAR: Best in Client Satisfaction Wealth Manager SM
  • Listed in the Wisconsin Super Lawyers
  • Finalist for position of U.S. Magistrate Judge
  • Recognized in Milwaukee Magazine survey of Best Lawyers in Milwaukee, 1985, 1990, 1995
  • Rated "AV" Preeminent (highest ability, highest ethics) by LexisNexis Martindale-Hubbell Law Directory
  • Founding Fellow and Chancellor (2010-11) (2015-16) EPICOR (Estate Planning Institute of Collaborative Resources)
  • Chairperson of the Wisconsin Council of Estate Planning Attorneys

Published Works

  • Contributing author: Love, Money, and Control: Reinventing Estate Planning (2004), Esperti Peterson Institute
  • Co-Author: Handling the Generation Skipping Transfer Tax in Wisconsin (2003), National Business Institute
  • Co-Author: Your Life Your Legacy: The Fundamentals of Effective Estate Planning (2003), 2009
  • Co-Author: Your Life Your Legacy II: Protecting Those You Love (2013), 2013

Estate
Planning

Social Security
Disability

Elder Law &
Medicaid

Trust Administration
& Probate