Elder Law &
Thorough Guidance During All Aspects Of The Wisconsin Probate Process
When a loved one passes away, you likely need time to grieve and focus on managing daily tasks. However, many families discover that their loss suddenly forces them into making critical financial and legal decisions, particularly when tasked with handling the probate of a loved one’s estate.
Practical And Compassionate Legal Guidance
At Angermeier & Rogers, LLP, we understand how stressful and emotionally painful this time is. Based in Milwaukee, Wisconsin, our firm provides practical and compassionate legal counsel to beneficiaries and executors located throughout the surrounding area who need assistance with trust administration or probate administration.
What To Expect During Probate
Probate can be a difficult and time-consuming process, especially for executors who must handle the administration tasks. During the process of probate, you might encounter issues such as creditor claims for debts, special assets, will contests, tax matters, family conflicts and more.
Once everything is finalized and settled, the court will distribute property to eligible beneficiaries as outlined in the will or via the law. Probate can take anywhere between a few months to several years depending on the case complexity.
Our attorneys know the process. We can help guide you through the process step-by-step, clarify what to expect and help you overcome obstacles or conflicts that could arise.
Reliable Trust Administration Services
If you are named as a trustee to oversee a loved one’s assets he or she placed in a trust, you need the appropriate resources to make informed decisions about what to do.
At Angermeier & Rogers, LLP, we know the law and offer trustees the support they may need to fulfill their fiduciary duties. We often provide guidance to:
- Maintain assets to preserve or increase their value
- Minimize taxes and coordinate tax issues with CPAs
- Resolve challenges to the trust
- Treat beneficiaries fairly
- Keep accurate records of transactions and assets
Trust administration requires a high degree of attention and caution. Let our lawyers provide you with clear legal advice and assist with documentation.
Contact Us Today To Schedule An Appointment
We have represented southeastern Wisconsin clients for more than 20 years. Our founding attorney Mark Rogers has been selected for inclusion in Wisconsin Super Lawyers list as a top-rated estate planning and probate attorney in Milwaukee. Mark is also a Five Star Wealth Manager.