Boardman Law Firm

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Trusts & Estates

Attorneys


The Boardman Law Firm provides trust and estate services to individuals, families, closely-held businesses, and individual and corporate fiduciaries throughout Wisconsin.

Services

  • Wills and trusts
  • Marital property consultation
  • Marital property agreements, including prenuptial agreements
  • Sophisticated estate planning
  • Planning for estate, gift, generation-skipping, and income taxation
  • Planning for distributions from Qualified Plans and IRAs
  • Business succession planning
    • Buy-sell agreements
    • Discount valuation planning
    • Liquidity planning
    • Choice of business entity
    • Qualified and nonqualified deferred compensation
  • Trust and estate administration
    • Tax filings, including gift, estate, and generation-skipping transfer tax
    • Disclaimers
    • Probate
    • Advising trustees, personal representatives, guardians, and agents
  • Trust and estate litigation
  • Elder law
    • Financial powers of attorney
    • Health care powers of attorney
    • Surrogate decision-making
    • Guardianships
  • Charitable giving
    • Tax exempt entitites
    • Foundations
    • Charitable trusts
    • Planned giving