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Wisconsin Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning and Probate for Wisconsin on
Q: How do I file to become a Personal Representative for my deceased Uncle’s assests. He lived in West Allis, WI

He died in February and left no Will. He owned a home and has a checking and money market account, that we have no access to.

Thomas B. Burton
Thomas B. Burton
answered on Apr 1, 2019

Hello, I am sorry to hear about your Uncle's passing. If you want to become appointed as Personal Representative of his Estate, you will need to file an Application for Informal Administration, or an Application for Formal Administration to Open the Probate, as well as a Consent to Serve Form,... View More

1 Answer | Asked in Estate Planning and Probate for Wisconsin on
Q: My father is buried in a dbl plot. My mother just passed and was cremated. We have the will with her wishes

Can daughter bury urn herself into the ground?

Thomas B. Burton
Thomas B. Burton
answered on Feb 5, 2019

I would check with the person in charge of the Cemetery to see if they have any rules about who is allowed to bury the ashes. Generally, I have had other clients say they were allowed to bury an urn in a burial plot they own. It sounds like your father has a double plot so he should be able to do... View More

1 Answer | Asked in Estate Planning and Elder Law for Wisconsin on
Q: My Mother had left me 50% of her home, but was sold for her care.

my mother inherited $140,000 while in care, am I left now with nothing.

Thomas B. Burton
Thomas B. Burton
answered on Dec 13, 2018

Hello, I am sorry to hear about your situation. This sounds like a situation where perhaps your Mother was receiving Medicaid assistance to pay for her long-term care? There are not enough details here to answer your question fully, but if your Mother left you 50% of her home in her Will... View More

1 Answer | Asked in Estate Planning for Wisconsin on
Q: Will my American will still be valid if my spouse and I pass away while living abroad?
Thomas B. Burton
Thomas B. Burton
answered on Nov 28, 2018

Yes, your Will will still be valid in the United States if you should pass away while living abroad. As long as you are a United States Citizen and maintain residency in one of the 50 States in the United States, then the laws of the state where you have established domicile should govern and your... View More

1 Answer | Asked in Estate Planning for Wisconsin on
Q: Can a irrevocable trust be used by a legal guardian of parent in nursing home?

Worried that they will use it for their own benefit.

Thomas B. Burton
Thomas B. Burton
answered on Oct 3, 2018

If your question is whether the legal guardian can access the trust funds, it depends on whether the legal guardian is also the person named as trustee in the trust. If they are named as trustee then they will have the power to access and manage the trust funds for the benefit of the trust... View More

1 Answer | Asked in Estate Planning for Wisconsin on
Q: Why would anyone use an irrevocable trust as part of their estate plan?
Thomas B. Burton
Thomas B. Burton
answered on Sep 25, 2018

There are many reasons to use an irrevocable trust, but here are two quick ones. One, an irrevocable trust can be used to remove assets from your taxable estate, so if you have an estate that exceeds the current estate tax exemption levels ($11.18 million per person) you may want to use an... View More

1 Answer | Asked in Estate Planning for Wisconsin on
Q: is a person listed on a affidavit responsible for anything when they sell everything and give all the money to her

brother life partner.ex taxes

Thomas B. Burton
Thomas B. Burton
answered on Sep 5, 2018

I am not sure I understand your question. Are you referring to the Transfer by Affidavit used for probate estates worth $50,000 or less in Wisconsin? If so, the person who completes this Affidavit is swearing to collect the property and assume a duty to transfer the property according to the... View More

1 Answer | Asked in Estate Planning for Wisconsin on
Q: Does the executor of an estate get paid for their work?
Thomas B. Burton
Thomas B. Burton
answered on Aug 22, 2018

Yes, in Wisconsin we call the Executor of an Estate under a Will a "Personal Representative" and the Personal Representative is entitled to 2% of the inventory value of the property for which the personal representative is responsible, less any mortgages or liens plus net principal gains... View More

1 Answer | Asked in Estate Planning for Wisconsin on
Q: Im searching for an attorney to do my living will i am on a fixed income.
Bryan Thomas Kroes
Bryan Thomas Kroes
answered on Aug 9, 2018

A living will is an excellent addition to any estate plan. It is a good idea to consult an experienced attorney to assist you with that process.

1 Answer | Asked in Estate Planning for Wisconsin on
Q: What kind of trust is best for me if I am remarried after a divorce and have adult children?
Thomas B. Burton
Thomas B. Burton
answered on Aug 4, 2018

A revocable living trust will provide a variety of good options for you. You could structure your trust so that after you pass your assets provide income for life to your current spouse, with the principal passing to your children upon your surviving spouse's death. You could also provide your... View More

1 Answer | Asked in Estate Planning for Wisconsin on
Q: Is a handwritten, signed, dated, non notarized change on a revocable trust legal in WI? This cut out 1 of the 5 children

My wife is the co-executor (along with her stepsister) of her stepmothers trust. She made this amendment 1 year before her death and told both of the executors verbally. She had intentions of going to a lawyer to finalize this but never made it. She also included justification for this change... View More

Michael Hales
Michael Hales
answered on Jun 29, 2018

I'm a little confused with some of the facts here, but I can answer any questions you have about the timeshare matter. I recently wrote an article about legal options regarding timeshares that you can access here: https://www.targheelaw.com/article

If you have any questions about that...
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1 Answer | Asked in Probate and Estate Planning for Wisconsin on
Q: How can an affidavit be filed if there was a will.

I'm the PR on the will but I'm not an heir. The person that passes didn't name her child on the will because she did not want her on the will but the heir filed an affidavit. Will she get what she is asking for?

Sarah Lynn Ruffi
Sarah Lynn Ruffi
answered on Apr 23, 2018

The Will would need to be filed with the Probate Court in the county where the decedent last resided. The child would then need to challenge the Will and argue to the Court why the Will should not be deemed valid.

1 Answer | Asked in Estate Planning and Probate for Wisconsin on
Q: My son at just 41 years old passed on. He was living with a woman but not married. As his mother I am next of kin.

How do I access his belongings? He also has two precious children. What are my grandparent rights?

Thank you kindly for your time,

Sarah Lynn Ruffi
Sarah Lynn Ruffi
answered on Apr 23, 2018

Sorry for your loss. His children are his beneficiaries and legal heirs. The children are the ones who would receive your son's assets and belongings.

1 Answer | Asked in Estate Planning, Elder Law and Probate for Wisconsin on
Q: If your Mother is in a nursing home and she inherits $100,000. Who gets the money...nursing home or remaining children?

The mother has a bad case of Alzheimer's.

Sarah Lynn Ruffi
Sarah Lynn Ruffi
answered on Apr 23, 2018

Since Mother has Alzheimer's, she should have a financial power of attorney (would need to have been signed prior to the Alzheimer's diagnosis) or a guardian appointed by the courts (if no power of attorney). The person in charge of Mother's money (Power of Attorney or Guardian)... View More

2 Answers | Asked in Real Estate Law, Elder Law and Estate Planning for Wisconsin on
Q: What is the best way for an adult child to buy her mother's house? Mother is in assisted living, house is paid off.

Are there ways to make this purchase while protecting the mother's assets? Alternative financing? Not using a real estate broker? Do siblings need to agree to the sale?

William F Sulton
William F Sulton
answered on Apr 6, 2018

Your mother can transfer the property to you at any time by signing a deed. She could also use a will or trust.

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1 Answer | Asked in Wrongful Death, Estate Planning and Probate for Wisconsin on
Q: My son at just 41 years old passed on. He was living with a woman but not married. As his mother I am next of kin.

How do I access his belongings? He also has two precious children. What are my grandparent rights?

Thank you kindly for your time,

Peter N. Munsing
Peter N. Munsing
answered on Feb 26, 2018

Contact an estate attorney in the county where he was living. They can best discuss those issues.

1 Answer | Asked in Estate Planning and Elder Law for Wisconsin on
Q: I had a land contract with my mother so she could stay in her house, However, she passed away before I took out a loan

In her will it states how much I paid towards the HP/escrow(x) throughout the years. It also states If any remaining mortgages & property expenses due (Y)and owing on my residences exceed the amount of kelly's purchase price after the credit is given. then her purchase price shall be... View More

Kenneth V Zichi
Kenneth V Zichi
answered on Feb 2, 2018

Well, this is quite the pickle.

If I understand correctly you have a land contract where you are BUYING your mother's house for x dollars, but there is a mortgage against it in your mother's name for y dollars. The question is not whether X plus Y > value of the house. It is...
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1 Answer | Asked in Estate Planning and Family Law for Wisconsin on
Q: In Minnesota the eldest son inherits the family cabin unless being informed declines. What is the law in Wisconsin?

According to a banker I know with a lot of experience.

Kenneth V Zichi
Kenneth V Zichi
answered on Sep 12, 2017

You are misinformed about MN law. In MOST states (and MN and WI are in that crowd) IF children inherit without a will, ALL children inherit equally. There are situations where children will NOT inherit without a will in MN (For example, if there is a surviving spouse who is also the parent of the... View More

1 Answer | Asked in Estate Planning and Real Estate Law for Wisconsin on
Q: In Wisconsin is it legal to sign your real estate over to a relative prior to your death?

It used to be that it had to be a number of years prior to death. But someone told me that you can not do it at all any more.

Daniel J. Krause
Daniel J. Krause
answered on Jul 20, 2017

You can sign your house over to anyone you like at any time. However, if you do this, it will affect your eligibility for Medicaid for 5 years. If you apply for Medicaid benefits (to pay for Nursing Home care, for instance) within 5 years of gifting your home (or anything else), you will incur a... View More

2 Answers | Asked in Estate Planning and Real Estate Law for Wisconsin on
Q: My mother-in-law (age 75) would like to pay off her daughter's mortgage ($110K). Loan vs Gift?

My sister-in-law collects SSI for a special needs son. If she is given the money, it will disqualify her for SSI. My mother-in-law has suggested a low or no interest loan that would be forgiven in her will. They live in Wisconsin. What are the legal issues that need to be considered.

Kenneth V Zichi
Kenneth V Zichi
answered on Jul 19, 2017

This is FAR too complex a question for anyone to provide real advice in a forum like this. You NEED to consult with a local elder law / estate planning attorney and provide an opportunity to review all documents and discuss ALL of the situation. There are gift tax implications for a no-interest... View More

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