Clinton Estate Planning Lawyers

Lane Fitzgerald
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Lane Fitzgerald
Beloit, WI Estate Planning Lawyer
(608) 318-3489 2031 Riverside Drive
Suite A
Beloit, WI 53511
Free ConsultationEstate Planning, Appeals, Arbitration & Mediation and Bankruptcy
Hamline University School of Law
William Morris Cunningham
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William Morris Cunningham
Beloit, WI Estate Planning Lawyer
(608) 363-1150 2601 Sarah Ln
Beloit, WI 53511
Estate Planning, Business and Real Estate
Ashley Renz
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Ashley Renz
Elkhorn, WI Estate Planning Attorney with 13 years of experience
(262) 723-5003 23 N. Wisconsin Street
Elkhorn, WI 53121
Free ConsultationEstate Planning, Bankruptcy, Criminal Defense and DUI & DWI
University of Wisconsin Law School
Steven T Chesebro
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Steven T Chesebro
Janesville, WI Estate Planning Attorney with 12 years of experience
(608) 755-5050 303 East Court Street
Janesville, WI 53545
Estate Planning, Business, Collections and Consumer
Marquette University Law School
Steven Chesebro received his Bachelor of Science Degree in Legal Studies from the University of Wisconsin-Madison. He received his law degree from Marquette University Law School in 2011. In Law School, Mr. Chesebro was active in the Business Law Society as a chairperson, treasurer, and during his third year as President. Upon admission to the Wisconsin State Bar, Mr. Chesebro moved to Janesville to be near family and opened a law office dedicated to helping the residents of Rock County. In January of 2013, he joined the Consigny Law Firm, S.C. Mr. Chesebro is a member of the Wisconsin Bar Association...
Crystal G. Reinoso
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Crystal G. Reinoso
Janesville, WI Estate Planning Lawyer with 15 years of experience
(608) 215-4225 321 E. Milwaukee St.
Janesville, WI 53545
Estate Planning, Business, Collections and Elder
Marquette University Law School
David J. Nommensen
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David J. Nommensen
Elkhorn, WI Estate Planning Lawyer
(262) 723-4700 15 S. Lincoln Street
Unit 2
Elkhorn, WI 53121
Estate Planning, Elder and Real Estate
Gretchen J. Burgess
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Gretchen J. Burgess
Janesville, WI Estate Planning Lawyer
(608) 436-4430 1805 S. State Road 140
Janesville, WI 53546
Estate Planning
Brendan Lee McAvoy
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Brendan Lee McAvoy
Waukesha, WI Estate Planning Lawyer with 9 years of experience
(262) 261-0834 2727 N. Grandview Blvd., #207
Waukesha, WI 53188
Free ConsultationEstate Planning, Bankruptcy, Foreclosure Defense and Probate
Marquette University Law School and University of Wisconsin - Milwaukee
Do you need a lawyer? Our clients are middle class Americans who work hard to possess retirement savings, real estate, and their own businesses. At McAvoy Law Offices LLC, our job is to make sure that our clients' income, estates, and livelihood are protected.

Phil Cardis
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Phil Cardis
Madison, WI Estate Planning Lawyer with 23 years of experience
(608) 898-4441 811 E. Washington Ave., Suite 400
Madison, WI 53703
Estate Planning, Bankruptcy, Business and Probate
University of Minnesota Law School
PHIL CARDIS - FOUNDER/MANAGING PARTNER CARDIS LAW GROUP With offices in Mesa, Arizona, Madison, Wisconsin and Bloomington, Minnesota Quality, Trusted, Experienced Counsel in Estate Planning, Bankruptcy and Business matters. Cardis Law Group can provide our clients with exceptional, pragmatic counsel. Cardis Law Group is a dedicated and highly skilled law firm with deep experience in legal advisement and representation. We are exceptional, powerful negotiators and diligent advocates, and we will be your proactive partner to help you navigate through your legal...
William A. Swendson
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William A. Swendson
Oconomowoc, WI Estate Planning Lawyer with 50 years of experience
(262) 567-8454 1300 Summit Avenue, Suite 202
Oconomowoc, WI 53066
Estate Planning, Business and Elder
University of Wisconsin Law School
I genuinely believe that the value of life comes from service to others. I have dedicated more hours to this philosophy than our business manager would care to imagine. I have been rewarded kindly in the friends that I have made, the lessons that I have learned and the impact that I have made on the community. I never stop hunting for the next project. My service to the community has been very broad in scope. I have served as a member of the Oconomowoc school board, the Oconomowoc Hospital Foundation, and as a trustee of St. Jerome’s Catholic...
Dera L. Johnsen-Tracy
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Dera L. Johnsen-Tracy
Madison, WI Estate Planning Lawyer with 15 years of experience
(608) 829-2525 Estate Planning Center of Wisconsin
8446 Excelsior Drive, Suite 102
Madison, WI 53717
Free ConsultationEstate Planning and Probate
Marquette University Law School
Attorney Dera L. Johnsen-Tracy is a shareholder and co-founder of Horn & Johnsen SC. Dera and focuses her legal practice in the areas of estate planning, probate and guardianship. Prior to completing law school, Dera gained 14 years of legal experience as a paralegal in Texas and Wisconsin. Dera’s extensive experience provided a strong and practical client-centered foundation for her legal practice. She strives to meet the needs of her clients in a personal and efficient manner. In furtherance of her passion for helping families plan, Dera is an active participant in the Wisconsin Wills for Heroes program and...
Daniel J. Krause
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Daniel J. Krause
Oregon, WI Estate Planning Attorney with 24 years of experience
(608) 268-5751 116 Spring St
Oregon, WI 53575
Free ConsultationEstate Planning, Elder and Probate
NYU School of Law
Founder of Krause Estate Planning & Elder Law Center, Dan has helped thousands of families with estate planning and estate administration since 1999. A retired Army Major and JAG Officer, Dan is a board-certified Estate Planning Law Specialist. He is certified by The Estate Law Specialist Board, Inc.

Dan and his former law partner, Nelson Donovan, wrote the book _Estate Planning in Wisconsin: Privacy, Protection and Taking Control_, published in 2017. It is an easy-to-understand primer for non-experts, covering the basics of estate planning, including wills, trusts and powers of attorney.

Besides offering education classes for the public, Dan has lectured on...
Cathleen A. Dettmann
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Cathleen A. Dettmann
Middleton, WI Estate Planning Lawyer with 14 years of experience
(608) 836-6400 1424 North High Point Road
Middleton, WI 53562
Estate Planning and Business
University of Wisconsin - Madison
I focus my practice on complex business litigation and transactional work including partnership disputes, franchise and fair dealership issues, theft of trade secret issues, copyright disputes and breach of fiduciary duty cases, among others. My practice also includes a substantial amount of contract drafting, business start-up work, and business succession and estate planning.
Nelson Donovan
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Nelson Donovan
Madison, WI Estate Planning Attorney with 13 years of experience
(608) 447-0006 440 Science Dr
Suite 101
Madison, WI 53711
Free ConsultationEstate Planning and Probate
University of Wisconsin Law School
Nelson W. Donovan has spent a lifetime talking to audiences. First as a military aviation instructor and more recently, about the importance of estate planning, tailoring plans for his clients, and writing on this subject. Nelson is also a JAG attorney for the US Army Reserves.

Nelson’s experience as a wartime aviator, military instructor pilot, and airline captain, offers our clients steady precision. He acquired his fiscal savvy from his time as a licensed financial advisor, and an ethical outlook working for the Wisconsin Supreme Court’s Office of Lawyer Regulation.

A UW Law School graduate, Nelson integrates his extensive professional experience...
Brian Schuk
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Brian Schuk
Lake Geneva, WI Estate Planning Attorney with 22 years of experience
(262) 214-1174 415 Broad Street
Suite 102
Lake Geneva, WI 53147
Estate Planning, Landlord Tenant, Probate and Real Estate
Marquette University Law School
Brian A. Schuk focuses his practice mainly on landlord-tenant law, representing both landlords and tenants. After being a partner of Wassel, Harvey & Schuk, LLP for 12 years, Mr. Schuk opened his own law firm, Schuk Law, LLC, in June of 2017. He continues to offer experienced and effective representation to businesses and individuals by assisting with negotiating and drafting leases, evictions, and damages/security deposit disputes. Attorney Schuk is also familiar with HUD and Rural Development rules and regulations. In his numerous years of experience, he has earned himself a highly respected reputation in the State for his vast knowledge...
Emily A Fey
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Emily A Fey
Oconomowoc, WI Estate Planning Lawyer with 20 years of experience
(262) 567-8454 175 E Wisconsin Avenue
Oconomowoc, WI 53066
Estate Planning
Drake University Law School
Raised in Oconomowoc, Wisconsin, I graduated from Oconomowoc High School in 1997. In search of a small liberal arts education, and intent upon getting away from home and becoming independent, I attended Kalamazoo College in Michigan. I graduated in 2001 with a major in political science. In 2004, I graduated from Drake University Law School in Des Moines, Iowa. After passing the Wisconsin bar exam, I joined Swendson/Menting Law Ltd., in Oconomowoc. I started out practicing in the family law area. I was a court appointed Guardian ad Litem and did divorce work, and quickly realized that this was not my...
Peter Wolff
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Peter Wolff
Waukesha, WI Estate Planning Attorney with 21 years of experience
(262) 232-6699 711 W. Moreland Blvd.
Suite 100
Waukesha, WI 53188
Estate Planning, Criminal Defense, DUI & DWI and Juvenile
Marquette University Law School
Attorney Peter Wolff has been practicing law for over 17 years. His varied experience makes him an exceptional advocate. He has a good working relationship with the Judges and the prosecutors of Waukesha County and he has a reputation for achieving the best possible outcome for his clients.

Peter attended the University of Wisconsin - Milwaukee, and he received a Bachelors Degree in Business Administration, with a minor in Communications. He graduated from Marquette University Law School in 2002. His practice focuses on criminal and family law. Peter regularly accepts appointments in criminal, family and juvenile matters from the Circuit Court...
Kevin Bublitz
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Kevin Bublitz
Waukesha, WI Estate Planning Attorney with 37 years of experience
(262) 827-1700 640 W Moreland Blvd
Waukesha, WI 53188
Free ConsultationEstate Planning, Business, Probate and Tax
University of Wisconsin - Madison
I am a shareholder of Schott, Bublitz & Engel, s.c. My practice areas include business law, real estate law, estate planning and probate. I served as counsel for an array of clients such as: privately held businesses, non-profit organizations, real estate developers and brokers, builders and subcontractors, manufacturers and distributors, employers and employees, lenders, condominium and homeowners associations, title insurance companies, and individuals. Prior to entering private practice, I practiced in the tax department of a national accounting firm. I am a member of the State Bar of Wisconsin and the Waukesha County Bar Association participating in the...
Paul E. Bucher
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Paul E. Bucher
Waukesha, WI Estate Planning Attorney with 43 years of experience
(262) 303-4916 711 W. Moreland Blvd.
Suite 100A
Waukesha, WI 53188
Free ConsultationEstate Planning, Criminal Defense and Personal Injury
Marquette University Law School
Paul was born in Milwaukee, WI and grew up on the south side of Milwaukee. Paul has five brothers and was raised by a single mom. Growing up on the south side of Milwaukee, Paul attended the local Catholic grade school and worked his way through school by working at gas stations, having a paper route and doing whatever he could to raise money to pay for tuition and books. Paul attended Pius XI high school and, once again, worked to pay all costs of his education, as did his five brothers.

Upon graduating from high school, Paul took a year...
Walter Shannon
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Walter Shannon
Evansville, WI Estate Planning Attorney with 33 years of experience
(608) 882-5944 24 East Main Street
Evansville, WI 53536
Estate Planning, Business, Probate and Real Estate
Michigan State University and University of Wisconsin - Madison
Shannon Law's commitment: We listen to you. Whether you visit us for estate planning, a family law concern, financial issues, or a business matter, our job is to listen and provide you with services, information, education, and the options that are appropriate to your personal needs. We counsel you. While we recognize that some disputes can only be resolved by a trial, we will counsel you on how to avoid the burden and expense of litigation through creative solutions, fair compromises, and mediation. We fight for you. We accept cases where the facts, the law, or both, are disputed and must be tried before a judge...
Daniel B Purtell
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Daniel B Purtell
Madison, WI Estate Planning Lawyer with 24 years of experience
(608) 833-4001 7633 Ganser Way
Suite 100
Madison, WI 53719
Free ConsultationEstate Planning, Business and Elder
University of Wisconsin Law School
He is the co-author of Your Life, Your Legacy (2003) and has written numerous published articles on various estate planning topics. Attorney Purtell is an active member of WealthCounsel, the Wisconsin Council of Estate Planning Attorneys (past-President), the Madison Estate Council, the State Bar of Wisconsin (Real Property, Probate and Trust Law Section), and the Dane County Bar Association. He is also committed to his community through involvement in the Optimist Club of Cross Plains (past-President), being an active parish member of St. Francis Xavier Parish, and through his appointment to the Chair of the Personnel Committee for the Village...
Benjamin Pliskie
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Benjamin Pliskie
New Berlin, WI Estate Planning Lawyer with 22 years of experience
(262) 345-4430 15730 W. National Avenue
New Berlin, WI 53151
Estate Planning, Business, Elder and Real Estate
University of Wisconsin Law School
Benjamin J. Pliskie is admitted to practice in Wisconsin, Illinois and Indiana, as well as the United States District Courts in the Eastern and Western Districts of Wisconsin and the Northern District of Indiana. Benjamin earned his Juris Doctorate from the University of Wisconsin Law School in 2001. He received a Bachelor of Arts Degree with a double major in Political Science and History from the University of Wisconsin in 1997.

Benjamin currently serves as a member of the Wisconsin Judicial Council; a 21-member body whose principal statutory responsibilities are to study and make recommendations relating to: (1) court pleading, practice...
Katie E Babe
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Katie E Babe
Pewaukee, WI Estate Planning Attorney
(262) 347-2000 N27 W23957 Paul Road
Suite 206
Pewaukee, WI 53072
Free ConsultationEstate Planning, Appeals, Criminal Defense and DUI & DWI
Marquette University Law School
Juscha EM Robinson
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Juscha EM Robinson
Madison, WI Estate Planning Attorney with 20 years of experience
(608) 251-0101 122 W. Washington Ave
Ste 900
Madison, WI 53703
Estate Planning, Business, Probate and Real Estate
University of Michigan - Ann Arbor
Nancy Winter
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Nancy Winter
Madison, WI Estate Planning Attorney with 33 years of experience
(608) 405-6552 433 W Washington Ave Suite 300
Madison, WI 53703
Estate Planning, Business, Real Estate and Tax
University of Wisconsin Law School
Nancy brings an accounting background to the practice of law, allowing her to counsel her clients regarding their legal needs with an eye toward tax planning.

Nancy takes great pride in building and maintaining strong client relationships, based on service and trust. Together, Nancy and her father, Jay W. Winter, served the legal needs of Oregon and Madison-area families from one generation to the next. In 2013, Winter Law Office merged with The Law Center for Children & Families, forming The Law Center, S.C. As a result of the merger, the firm is able to serve more of...
Robert E. Nennig Jr.
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Robert E. Nennig Jr.
Madison, WI Estate Planning Attorney with 26 years of experience
(608) 661-4333 6418 Normandy Ln
Suite 225
Madison, WI 53719
Free ConsultationEstate Planning, Elder and Probate
Bob Nennig graduated cum laude from the University of Wisconsin-Milwaukee in 1992 with a bachelor's degree in Business Administration and a major in Accounting. After working for a time at a large public accounting firm in Milwaukee, and passing the Certified Public Accountant (CPA) exam, Bob moved to Chicago, Illinois to attend law school.

Bob graduated from DePaul University College of Law in 1997. During law school, he was a law clerk for Commonwealth Edison and was also a law clerk in the Civil Litigation Division for the Wisconsin Department of Justice in Madison, Wisconsin. Upon...
David J Jones
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David J Jones
Fort Atkinson, WI Estate Planning Lawyer with 4 years of experience
(920) 691-6151 N1909 U.S. Highway 12
Fort Atkinson, WI 53538
Estate Planning, Administrative, Divorce and Family
Regent University School of Law
I grew up in and around Fort Atkinson. I went to college and law school in Oklahma and Virginia respectively. I lived in China for a month, and I lived in and around Israel for two weeks. I had the honor and privilege of studying under Former U.S. Attorney-General John Ashcroft; Sitting Virginia Supreme Court Justice D. Arthur Kelsey; Professors Brad Jacob and James Duane, who had U.S. Supreme Court Justices Antonin Scalia and Stephen Breyer as law professors; Ben Madison, who writes law school Civil Procedure text books for Carolina Academic Press, a national law school textbook publisher;...
Patricia McKinney-Lins
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Patricia McKinney-Lins
Madison, WI Estate Planning Lawyer with 37 years of experience
(608) 661-4500 401 Charmany Drive
Ste. 310
Madison, WI 53719
Free ConsultationEstate Planning and Probate
University of Wisconsin Law School
Patricia McKinney-Lins focuses on family and business estate planning and probate. She is part of the Neider & Boucher, S.C. law firm, located on Madison's west side, with an office in Spring Green, Wisconsin. She is dedicated to serving families as well as small business owners, including family farm business owners. Patricia started her practice in 1986, practiced estate planning, real estate and probate for several years, took time off with her children and has been back to full-time practice since 2011. Patricia enjoys helping her clients organize their affairs to simplify the process of protecting themselves...
Amanda M. Fields
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Amanda M. Fields
Monroe, WI Estate Planning Attorney with 10 years of experience
(608) 325-2500 250 N 18th Ave. Suite. 106.
Monroe, WI 53566
Estate Planning, Elder, Probate and Real Estate
Creighton University School of Law
Thomas Murphy
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Thomas Murphy
Waukesha, WI Estate Planning Lawyer with 9 years of experience
(844) 927-3328 2727 N. Grandview Blvd. #115
Waukesha, WI 53188
Estate Planning, Bankruptcy, Landlord Tenant and Real Estate
Marquette University Law School
Jane Walker
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Jane Walker
Waukesha, WI Estate Planning Attorney with 32 years of experience
(262) 542-4420 100 E Sunset Drive
Waukesha, WI 53189
Estate Planning, Elder, Personal Injury and Probate
Marquette University Law School
It is important to have an experienced Attorney who will give your case the detailed attention it deserves. The entire staff at the Law Office of Jane L. Walker recognizes the intimidation involved in finding the right Lawyer. Attorney Walker has had her own private practice for over 20 years and has handled a variety of legal matters. The primary focus areas of the practice are Elder Law, Estate Planning and Trust and Probate Administration. Her past experiences have broadened her experience as an Attorney and given her a deeper understanding of human nature, the profound impact conflict...
Michael Dan Kaiser
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Michael Dan Kaiser
Hartland, WI Estate Planning Attorney with 20 years of experience
(262) 367-2181 138 North Ave
Hartland, WI 53029
Free ConsultationEstate Planning, Probate and Real Estate
Chantelle M Ringe
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Chantelle M Ringe
Madison, WI Estate Planning Lawyer with 17 years of experience
(608) 244-1354 5250 East Terrace Dr Suite 130
Madison, WI 53718
Estate Planning, Elder, Real Estate and Social Security Disability
DePaul College of Law
Chantelle M. Ringe’s practice focuses on estate planning, elder law, planning for individuals with special needs, adult guardianships, small business matters and real estate transactions. Chantelle works with elders and families of elders who are in need of long-term care, individuals who have special needs, and individuals looking to establish an estate plan that is tailored to their unique concerns and goals. Chantelle also advises individuals in the administration of trusts and probate estates, and frequently assists individuals with business organization, business succession plans and real estate-related matters.
Matthew Underwood
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Matthew Underwood
Monona, WI Estate Planning Attorney with 11 years of experience
(608) 571-4464 6041 Monona Drive, Suite 101
Monona, WI 53716
Free ConsultationEstate Planning, Business, Elder and Probate
University of Wisconsin Law School
Attorney Matthew Underwood is an estate planning and business attorney at Underwood Legal, LLC. Matt helps families, individuals, and businesses take hold of their future with customized planning and advice. Matt’s goal is to empower you to understand your planning decisions so you can take ownership of your plan and proceed in life with feelings of comfort and accomplishment.

Matt earned his law degree from the University of Wisconsin Law School and his bachelor’s degree in Economics from the University of Wisconsin – Madison.
Michelle T. L. Hernandez
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Michelle T. L. Hernandez
Middleton, WI Estate Planning Attorney
(608) 824-9540 8215 Greenway Blvd., Ste. 590
Middleton, WI 53562
Estate Planning and Real Estate
Attorney Michelle T.L. Hernandez has sixteen years of legal experience and has always focused her legal practice in the area of estate planning. Michelle utilizes her extensive skills to provide her clients with customized estate plans that gives them peace of mind in knowing that they have implemented a plan that will protect their assets while they are alive, transfer their assets in the most effective manner to their loved ones, and is consistent with her clients objectives. Michelle strives to keep her clients legal expenses and tax burden at a minimum. Michelle is an active member of the American...
Randall J Andersen
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Randall J Andersen
Madison, WI Estate Planning Attorney with 39 years of experience
(608) 833-0077 1 Point Place, Suite 201
Madison, WI 53719
Estate Planning, Business, Family and Real Estate
Wake Forest University School of Law
Randall J. Andersen has 24 years of experience representing individuals, businesses and cooperatives in a wide variety of civil legal matters. He provides general counsel and legal services for businesses, including business acquisitions, entity formation, employment law matters, the drafting of contracts and legal agreements, real estate transactions, condominium law, business litigation and enforcement of creditor's rights. Legal services provided for individual clients include estate planning and probate administration, real estate transactions, family law, and litigation. He is an active member and former president of Madison Horizons Rotary Club, member of Wisconsin Agri-Service Association, and the Madison Estate Council.
Ronald J. Sonderhouse
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Ronald J. Sonderhouse
Waukesha, WI Estate Planning Attorney with 34 years of experience
(262) 232-6699 711 W. Moreland Blvd.
Suite 100
Waukesha, WI 53188
Estate Planning, Criminal Defense, DUI & DWI and Juvenile
University of Detroit Mercy School of Law
Attorney Ronald Sonderhouse has over 25 years of legal experience. He is a well respected attorney within the Waukesha County Court system and was given the backing of many Judges, the District Attorney and the Sheriff of Waukesha County when he ran for a Waukesha County Judge position. Ron graduated from the University of Detroit School of Law in 1990. He obtained a Bachelor of Arts Degree in Business from Michigan State University in 1987. While attending law school, Ron also received a Master's Degree in Business. Ron began his legal career in Allegan, Michigan in 1991 where he worked as an...
Kenneth R Sipsma
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Kenneth R Sipsma
Madison, WI Estate Planning Attorney
(866) 381-4391 122 W Washington
Suite 850
Madison, WI 53703
Estate Planning, Civil Rights, Family and Probate
University of Wisconsin - Madison
Kenneth R. Sipsma is a partner in the firm of Steinhilber Swanson. He represents individuals, businesses, estates and trusts throughout Wisconsin and in federal courts in Wisconsin and Illinois in civil litigation, collections, divorces, probate and trust litigation and administration, business formation and operation, estate planning and appellate cases. Mr. Sipsma (Ken) has extensive experience representing individuals in complex divorce cases involving prenuptial agreements, valuation of assets and business interests, child custody matters and on appeals. He regularly advises and represents clients in business and personal controversies, including contract and fraud claims and real estate disputes. Mr. Sipsma's...
Michelle Fitzgerald
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Michelle Fitzgerald
Brookfield, WI Estate Planning Lawyer with 23 years of experience
(262) 432-3600 611 N. Barker Road, Suite 209
Brookfield, WI 53045
Free ConsultationEstate Planning, Bankruptcy, Divorce and Family
Marquette University Law School
Michelle Fitzgerald is an attorney and founder of Horizons Law Group, LLC. She practices family law, including mediation and collaborative law, real estate, new business start-ups, estate planning including probate and guardianships. Michelle is on the board of the Better Business Bureau of Wisconsin as well as a past Chairperson. She formerly served on the Wauwatosa Village BID Board and school governance council at her children's former school. She is also an active member of the Milwaukee Bar, and the Association for Women Lawyers (AWL), and past volunteer at the House of Peace Marquette Volunteer Legal Clinic. Michelle was...
Peter C Osman
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Peter C Osman
Middleton, WI Estate Planning Attorney
(608) 828-4880 9701 Brader Way
Suite 201
Middleton, WI 53562
Estate Planning and Elder
University of Wisconsin Law School
Attorney Peter C. Osman, a graduate of the University of Wisconsin Law School, is a dedicated estate planning attorney licensed in Wisconsin. With a solid academic background, including undergraduate studies at both the University of Minnesota – Twin Cities and the University of Wisconsin – Madison, where he earned his BA with honors, Peter brings a wealth of knowledge and expertise to his practice. Specializing in estate planning and elder planning, Peter has received extensive training in Medicaid asset protection planning, a crucial aspect of his elder planning practice. He is committed to educating both clients and professional advisors through regular...
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