Menomonee Falls Trusts Lawyer, Wisconsin

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Abraham Michelson
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1. Abraham Michelson Chicago, IL
  Attorney at Law - Illinois, 2013
  Thomas Cooley, JD, 2004
2. AboutAbraham Michelson
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Paul Bucher

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Accident & Injury, Criminal, Juvenile Law, Estate Planning, Trusts

Over 100 years of combined experience at firm.

Mr. Bucher has been practicing law in Wisconsin since 1981. His area of practice includes complex litigation, criminal defense, personal injury, gover... (more)

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CONTACT

262-232-6699

711 W. Moreland Blvd, Waukesha, WI 53188

Robert Alan Mathers

Estate Planning, Securities, Tax, Trusts

Status: In Good Standing Licensed: 3 Years

CONTACT

W137N6164 Weyer Farm Ct, Menomonee Falls, WI 53051

Dianne S. Cauble

Trusts, Estate Planning

Status: In Good Standing Licensed: 49 Years

CONTACT

10700 W Research Dr, Milwaukee, WI 53226

Donald J. Parker

Estate Planning, Tax, Trusts

Status: Suspended Licensed: 56 Years

CONTACT

N94W17900 Appleton Ave, Menomonee Falls, WI 53052

Robert E. Nennig

Other, Wills & Probate, Trusts, Estate, Business

Status: In Good Standing

CONTACT

6418 Normandy Ln, Madison, WI 53719

Anne E. Peterson

Tax, Trusts

Status: In Good Standing Licensed: 35 Years

CONTACT

313 N. Golden Cedar Ln, Oconomowoc, WI 53066

Charles S. Blumenfield

Litigation, Trusts, Wrongful Termination, Civil & Human Rights

Status: In Good Standing

CONTACT

N27 W23953 Paul Road, Brookfield, WI 53072

Steven D. Schmuki

Trusts, Estate, Divorce, Business

Status: In Good Standing Licensed: 42 Years

CONTACT

11430 W Bluemound Rd, Brookfield, WI 53005

Robert Evan Leib

Trusts, Gift Taxation, Criminal, Medical Malpractice

Status: In Good Standing Licensed: 48 Years

CONTACT

11007 N Elder Tree Ct, Mequon, WI 53092

James L. Cummings

Real Estate, Trusts, Estate, Business

Status: In Good Standing Licensed: 62 Years

CONTACT

Two Neenah Center, Neenah, WI 54956

800-923-0641

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LEGAL TERMS

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

SAMPLE LEGAL CASES

IN THE MATTER OF DISCIPLINARY PROCEEDINGS AGAINST ELVERMAN

... 2 The OLR's complaint had also alleged that by receiving $230,000 in co-trustee fees for work performed on trusts and failing to turn ... 6 In October 1992 Attorney Elverman started as an associate at Quarles & Brady. He was a member of the firm's trusts and estates group. ...

Stevenson v. Stevenson

... [2] It is undisputed that although Jeffery did not report to the trial court that he had interest in any trusts on the date that the parties ... Of the four trusts, the Jane B. Cook 1968 Trust, the Stevenson Children's 1969 Trust and the Jeffery B. Stevenson 1976 Trust were created by others. ...

Hedlund v. WISCONSIN DEPARTMENT OF HEALTH SERVICES

... Stat. Â§ 49.47(4)(b)3g.e. Section 49.454 governs the treatment of trusts. ... Stat. Â§ 49.454(1)(a)4, trusts established with the individual's assets are included even if established by someone other than the individual or person with legal authority to act on behalf of the individual. ...

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Menomonee Falls Trusts Lawyer, Wisconsin

Sponsored Law Firm

The Michelson Law Office

SPONSORED LAWYERS

Paul Bucher

Robert Alan Mathers

Dianne S. Cauble

Donald J. Parker

Robert E. Nennig

Anne E. Peterson

Charles S. Blumenfield

Steven D. Schmuki

Robert Evan Leib

James L. Cummings

TIPS

LEGAL TERMS

BYPASS TRUST

INHERIT

PER CAPITA

REAL ESTATE AGENT

EXEMPTION TRUST

CONTINGENT BENEFICIARY

CHARITABLE TRUST

SURVIVING SPOUSE'S TRUST

PER STIRPES

SAMPLE LEGAL CASES

IN THE MATTER OF DISCIPLINARY PROCEEDINGS AGAINST ELVERMAN

Stevenson v. Stevenson

Hedlund v. WISCONSIN DEPARTMENT OF HEALTH SERVICES

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