Elder Law Attorneys & a Certified Financial Planner, Brookfield, Wisconsin

Wisconsin Elder Law Attorneys & a Certified Financial Planner providing integrated legal and investment advisory services. Serving Brookfield and the Milwaukee area with 30+ years of experience in Medicaid planning, asset protection planning, and estate planning.

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Comprehensive Estate Planning & Elder Law Services

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Estate Planning Attorney Services

Comprehensive wills, trusts, and beneficiary planning with ongoing document maintenance and Wisconsin probate avoidance strategies for estates over $50,000.

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Elder Law & Medicaid Planning

Wisconsin Medicaid qualification strategies and crisis planning for nursing home costs averaging $8,000+ monthly in Milwaukee County, with asset protection protocols.

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Financial Planning & Investment Advisory Services

Integrated legal and investment management combining attorney-client privilege with CFP fiduciary standards for coordinated wealth preservation and growth strategies.

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Asset Protection Planning

Irrevocable trust structures and domestic asset protection strategies compliant with Wisconsin creditor protection laws and federal tax regulations.

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Legal Consultation Services

Comprehensive legal analysis and strategy sessions combining estate planning law with financial planning expertise for complex family wealth situations.

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Special Needs Planning

Wispact Trust subaccount coordination, special needs trusts, and supplemental needs trusts, preserving SSI/SSDI and Medicaid benefits while providing quality of life enhancements for disabled beneficiaries.

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Probate & Trust Administration

Wisconsin probate court representation and trust administration services with an average 6-12 month completion timeline and executor guidance throughout the process.

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Tax Planning Strategies

Estate tax minimization through generation-skipping trusts, charitable planning, and annual gifting strategies coordinated with income tax optimization.

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We Are Here to Guide You Every Step of the Way

Whether you have questions or you’re ready to get started, our team is prepared to help. Complete our form or call us at (262) 812-6262

Trusted Estate Planning in Wisconsin

With decades of combined experience, we help Wisconsin families protect their assets, plan for long-term care, and ensure their legacy is preserved for future generations.

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W. Ryan Zenk
Attorney, Certified Financial Planner®

Why Choose Our Firm?

  • Over 35 years of estate planning experience
  • Wisconsin-focused legal expertise
  • Personalized approach to every client
  • Ongoing document maintenance and updates
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Our Estate Planning Process

A clear, step-by-step approach to securing your family’s future

#1. Initial Consultation

We begin with a comprehensive discussion of your goals, family situation, and concerns to understand your unique needs.

2. Asset Review & Strategy

We catalog your assets, review your current planning documents, and develop a customized strategy for your situation.

3. Document Preparation & Signing

We prepare all necessary legal documents, review them with you, and guide you through the signing process to ensure everything is properly executed.