Lyndon Station Estate Planning Lawyers

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...

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...

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...

Patrick is a general practice lawyer, whose areas of expertise include: Real Estate Law, Estate Planning, Probate, Corporate and Business Law, Litigation, Collections, Banking Law and Title Insurance. Patrick Taggart II grew up in Sauk City, Wisconsin. After graduating from Marquette University Law School, he returned to the Sauk City and Prairie du Sac area and joined LaRowe Gerlach & Roy, LLP as an Associate Attorney. In 2001, Patrick became a Partner of the law firm. The firm was subsequently re-named LaRowe Gerlach Taggart LLP in March of 2013. In 2017, he was appointed as a Court Commissioner for...

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...

Since 2005, individuals and businesses have entrusted me to advise them on their legal matters. With a broad range of legal knowledge and attention to detail, I strive to effectively and efficiently represent my clients. I have recently moved to Richland Center, Wisconsin along with my wife as it is her hometown. I'm grateful for the opportunity to provide legal services to the people of this area and be surrounded by the unique beauty that the driftless area holds.

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.

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...

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...

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.

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.

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...

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...

Attorney Patrick Scharmer was born and raised in Wisconsin, having spent most of his youth in Stevens Point. After graduating from the University of Wisconsin, Stevens Point, he spent time in Chicago, Milwaukee, and Madison before returning to Central Wisconsin in 2018.

He studied law at Concord Law School where he graduated with highest honors and received multiple awards during his time there. Pat focuses his practice primarily on Social Security Disability, Worker's Compensation, and also assists clients with estate planning and elder law matters.

Pat understands the struggles his clients face – his mother suffered from the debilitating effects of multiple...

Tim Greenwood grew up in Kaukauna, Wisconsin, before moving to Oshkosh for undergraduate, and then Milwaukee to attend Marquette University Law School. After graduating Tim worked as a Family Law Contract Attorney for a private firm in the Milwaukee area before joining LaRowe Gerlach Taggart LLP in 2019 until 2021. Then in 2021, the office split and Tim remained with the Sauk City Office, which became Taggart Law LLC, until February 2022. Areas of Practice: He is a general practice attorney, specializing in Family Law, Divorce, Custody, Placement, and Support, and Estate Planning.

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...

Attorney Shayna W. Borakove, admitted to the bar in 2005, holds licenses in Wisconsin, Massachusetts, & Minnesota. A graduate of the University of Missouri-KC and the New England School of Law in Boston, cum laude with honors, she brings a wealth of knowledge and expertise to her practice. Hailing from a Missouri dairy farm, Shayna's upbringing instilled in her the values of hard work, integrity, and family. With this foundation, she approaches her practice, understanding that life and legacy are paramount in estate and business planning. Specializing in foundational and advanced estate planning, Shayna focuses on multi-generational transfers, estate tax mitigation, and...

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.

I am a fourth generation attorney in Richland Center. I graduated from the University of Wisconsin Law School in 1982 and have been in practice for over 35 years. I live in Richland Center, where my husband is a retired farmer and police officer. I have six children.

I have provided over 20 years of estate planning and real estate legal services in southwest Wisconsin. I serve La Crosse, Vernon, Monroe and Crawford counties.

Raised in Northcentral Wisconsin, Attorney Wojan attended UW-Oshkosh and Marquette University Law School. Attorney Wojan has practiced at Petit & Dommershausen since 2012.

Greg Vanevenhoven is an attorney with Davidson Law Office where he concentrates his legal practice on assisting individuals, families, and businesses preserve their assets to create a lasting legacy for future generations. Greg also works with business owners to limit their liability exposure through focused contractual language in Buy-Sell Agreements, Purchase Agreements, and Service Contracts. In addition, Greg regularly handles real estate transactions, probate administrations, litigation matters, and a wide variety of municipal legal issues. Greg understands everyone has unique goals and objectives. By advising clients on an individual basis, Greg allows each individual to understand the available tools...

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.

Matt grew up in the Fox Valley/Green Bay areas. He graduated Summa Cum Laude from South Texas College of Law while also receiving the Transactional Law Practice Certificate. During his college career, Matt had a wide variety of internships, all with a common aspect – research and writing. These opportunities have helped to develop his transactional legal skills. Prior to joining Remley & Sensenbrenner, he worked for a firm specializing in estate and tax planning for high income wealth individuals. He is co-author of, “Tax Planning Opportunities After the American Taxpayer Relief Act: Tools, Tips, and Tactics.” He continues to...

Jim was born and raised in Janesville, Wisconsin. During law school, he clerked for the IRS researching areas of the federal income tax laws. Jim spent several years working for Ernst & Young in Milwaukee as a tax manager before relocating to the Fox Valley to join Remley & Sensenbrenner in 1991. His primary practice focuses in business/corporate, tax, estate planning, and real estate. Jim and his wife, Deb, live in Neenah and have two children. Most of Jim’s hobbies involve outdoor activities, such as fishing, hunting, and downhill skiing.

Wyon was born and raised in Milwaukee, Wisconsin. Upon graduating from Law School he accepted a commission in the United States Army Reserve, serving as a member of the Judge Advocate General Corp. Wyon worked with the Internal Revenue Service for 10 years as an Estate and Gift Tax Attorney, Classifier, District Conferee, Reviewer and Assistant Officer Manager for the Milwaukee Estate and Gift Tax Group. He joined Remley & Sensenbrenner in 1982 and became a shareholder in 1986. Wyon is licensed to practice law in both Wisconsin and Florida and is a licensed Real Estate...

Kevin is founding member of Davidson Law Office, LLP, and The Estate Planning Group, LLC, practicing in the areas of estate, business and asset protection planning. He is a graduate of Marquette University and Marquette University Law School, with a Juris Doctorate degree from Marquette University Law School, a member of the Wisconsin Bar Association, former President of the Calumet County Bar Association, and former Member of the American Bar Association’s Advisory Panel. Attorney Davidson is a frequent lecturer and radio guest on matters of trusts, wills, estate planning and asset protection.

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...