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Filed Under: Trust & Estates Law

Important Trusts and Estates Tax Changes Could Come in 2022

By: Johanna J. Allex

On March 25, 2021, Senators Sanders, Gillibrand, Reed, Van Hollen, and Whitehouse released a bill to the Senate that, if signed into law, will cause substantial changes to the Internal Revenue Code that pertain, among other things, to estate, gift, and generation-skipping transfer taxes.. A similar bill was read into the House by Representative Gomez. […]

Apr 22, 2021 in Blogs
Filed Under: Trust & Estates Law

Attention Parents: Are Your Kids Headed to College during the COVID-19 Pandemic? Here’s Why They Need Powers of Attorney

By Stafford Rosenbaum

A power of attorney is a document that allows someone to appoint an agent to act on their behalf in the event that they become incapacitated or unable to make decisions on their own. These documents relate to financial and healthcare matters. One of the greatest benefits of a power of attorney is that it […]

Jul 24, 2020 in Blogs
Filed Under: Trust & Estates Law

The SECURE Act

By: Denasha Scott Margaret Lund

The SECURE (Setting Every Community Up for Retirement Enhancement) Act which was signed into law in late December makes wide ranging changes effecting IRAs, 401(k)s and other qualified retirement plans and retirement plan beneficiaries. The provisions in the Act may require changes to existing estate plans and will necessarily shape future plans. Some of the […]

Jan 21, 2020 in Blogs
Filed Under: Trust & Estates Law

Why Your 18 Year-Old Needs Powers of Attorney for Finances and Healthcare

By: Olivia M. Dunn Eileen M. Kelley

As parents, you may not realize that once your child turns 18 years-old, federal and state law restrict your ability to access your child’s healthcare records and to make healthcare and financial decisions on your child’s behalf. This becomes problematic if your adult child were ever to become incapacitated, and unable to make those decisions […]

Oct 16, 2019 in Blogs
Filed Under: Appellate Law Trust & Estates Law

Court of Appeals: Statute of Frauds Does Not Nix Unsigned Agreement to Convey Property Upon Death

By: Jeffrey A. Mandell

The Wisconsin Court of Appeals recently adjudicated a dispute about the legal standard applicable to a decades-old contract to transfer property after the owner’s death. See Haug v. Greve, 2015AP54 (April 26, 2016). The case involved the common law statute of frauds, as well as two Wisconsin statutes adopted at the very end of the […]

Aug 01, 2016 in Blogs
Filed Under: Appellate Law Municipal Law Trust & Estates Law

Wisconsin Supreme Court Holds that Milwaukee Cannot Enforce City Employee Residency Requirements

By: Jeffrey A. Mandell

In Milwaukee Police Association v. City of Milwaukee, 2016 WI 47, the Wisconsin Supreme Court held that Wis. Stat. § 66.0502 precludes the City from enforcing its residency requirement. For many years, the City of Milwaukee has required its city employees to reside within city limits as a condition of employment. On June 20, 2013, […]

Jun 28, 2016 in Blogs
Filed Under: Trust & Estates Law

Recent Case Highlights the Importance of Clarity and Follow Through In Avoiding Family Disputes

By Stafford Rosenbaum

The recent Wisconsin Court of Appeals decision In the Matter of the Living Trust of Margaret Sheedy and Patrick Sheedy highlights not only the importance of clear drafting, but also follow through in avoiding family disputes in estate planning. The case involves a dispute between six siblings regarding the treatment of their parent’s cabin in […]

Jun 09, 2015 in Blogs
Filed Under: Trust & Estates Law

Facebook Legacy: After-Death Settings

By Stafford Rosenbaum

Stafford Rosenbaum LLP has named Susan K. Allen to partner. Susan's practice focuses on litigation and municipal law.

Feb 13, 2015 in Blogs
Filed Under: Trust & Estates Law

Estate Planning for Pets

By Stafford Rosenbaum

Each year Stafford Rosenbaum LLP attorneys prepare surveys of Wisconsin municipal law and trade regulation which are published by the State Bar in its Annual Survey of Wisconsin Law, Municipal Law and Trade Regulation Chapter.

Nov 18, 2014 in Blogs
Filed Under: Trust & Estates Law

Same-Sex Couples May Now Benefit from Portability of Estate Tax Exemptions

By Stafford Rosenbaum

Stafford Rosenbaum’s Laura Skilton Verhoff, a partner in the firm’s Madison office, has been named to The Fellows of the American Bar Foundation. Integral support to the American Bar Foundation is provided by The Fellows of the American Bar Foundation, an honorary organization of lawyers, judges, and legal scholars whose public and private careers have demonstrated outstanding dedication to the welfare of their communities and to the highest principles of the legal profession.

Nov 04, 2014 in Blogs
Filed Under: Trust & Estates Law

The Best Laid Plans: Avoiding Three Common Estate Planning Mistakes

By Stafford Rosenbaum

Stafford Rosenbaum LLP is a proud sponsor of the Madison Parks Foundation and the upcoming Picnic in the Park event. Watch an interview with Stafford Rosenbaum attorney and Madison Parks Foundation Secretary, Kyle Engelke, to learn more about the foundation and upcoming event!

Oct 21, 2014 in Blogs
Filed Under: Trust & Estates Law

Five Estate Planning Considerations for People Going Through Divorce

By Stafford Rosenbaum

Six Stafford Rosenbaum attorneys have been selected for "Best Lawyers 2017 Lawyer of the Year." Only a single lawyer in each practice area and designated metropolitan area is honored as the “Lawyer of the Year,” making this accolade particularly significant.

Oct 07, 2014 in Blogs
Filed Under: Trust & Estates Law

Who needs a Will?

By Stafford Rosenbaum

A Will is the formal legal document setting out who receives your property at your death and who should oversee the process of gathering, inventorying and distributing your assets. Who needs a Will? In short, most people. For many the key motivation to creating a Will is to set out who should inherit their property. […]

Sep 23, 2014 in Blogs
Filed Under: Trust & Estates Law

Estate Planning for Your Digital Assets

By Stafford Rosenbaum

So your estate plan carefully addresses disposing of your home, car and bank account. But what about your digital assets? There are two different types of digital assets. One type is assets such as bank and investment accounts that you manage online which are really no different than accounts you manage with a paper trail. […]

Sep 09, 2014 in Blogs
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