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Trust and Estates Law Services | DeWitt LLP

Our attorneys offer a variety of estate planning support in Green Bay, Madison, Milwaukee, and Minneapolis.

Successful estate planning attorneys have a keen appreciation of family dynamics, technical legal experience, and sensitivity to the often-difficult topic of mortality. Estate planning isn’t just important for high-net-worth individuals—it is important for everyone. Whether you are an individual seeking to provide for your family, establish a business succession plan, create a trust for your descendants or other beneficiaries, appoint a guardian in the event of your death, or establish powers of attorney for your finances and health care, having a clear estate plan now, more than ever, is vitally important.

As one of the most experienced law firms in Wisconsin, with an additional presence in Minneapolis, we can help you plan for the unexpected, preserve your wealth, minimize taxes, assure business succession, and protect your and your family’s interests for current and future generations.

Recent changes in state and federal income, gift and estate tax laws must be considered for future and existing estate plans. Our attorneys will tailor your estate plan to implement your unique goals so that you may have the peace of mind which comes with thorough, informed planning.

Areas in which we assist our clients include:

  • Estate & Gift Tax Planning
  • Business Succession Planning
  • Distribution Planning for IRAs & Qualified Plans
  • Planning for Gifts to Charities
  • Wills
  • Trusts of All Kinds, Including:
    • Bypass or Family Trusts
    • Marital Trusts
    • Revocable Living Trusts
    • Trusts for Children & Grandchildren
    • Qualified Personal Residence Trusts
    • Grantor Retained Annuity Trusts
    • Charitable Remainder Trusts
    • Special Needs Trusts for Disabled Beneficiaries
    • Dynasty Trusts (Generation Skipping)
    • Trusts for Non-U.S. Citizens
    • Probate Avoidance
    • Cabin Trusts
    • Real Estate Trusts
  • Elder Law Planning
  • Guardianship and Conservatorships 
  • Living Wills 
  • Powers of Attorney for Health Care
  • Powers of Attorney for Financial Matters
  • Marital Property Agreements 
  • Prenuptial Agreements 
  • Family Limited Partnerships
  • Limited Liability Companies
  • Conservation Easements
  • Probate & Trust Administration
  • Federal Estate & Gift Tax Returns
  • Fiduciary Income Tax Returns
  • Will & Trust Litigation
  • Disclaimer Planning
  • Post-Death Planning
  • Generation Skipping Tax Planning
  • Charitable Planning and Philanthropy
  • Transfer on Death Deeds (TODD) for Real Estate

More Info

Learn More About DeWitt's Trusts & Estates Services
If you would like more information about our firm or our estate planning group please contact

Image Of Jeff A. Goldman

Jeff A. Goldman

Attorney | Executive Committee Member | Trust & Estates Practice Group Chair Learn More

Trust & Estates Attorneys and Staff View the Team

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