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Overview

Peter has a Master of Laws (LL.M.) in Taxation from the University of Florida and more than 15 years of legal experience in estate and asset protection planning and litigation.

Peter focuses his practice on helping clients preserve family wealth through estate and asset protection planning. For example, he utilizes various estate planning techniques to minimize taxes and administrative expenses upon the death or incapacity of a family member. Such planning may include a revocable trust to avoid the cost of court involvement upon the death or incapacity of the client or an irrevocable trust for efficient wealth transfers and creditor protection. Peter’s admission to the state bars of Wisconsin, Illinois and Florida allows him to provide estate planning to clients with interests in any one or more of these states.

Similarly, Peter provides families with legal assistance for dealing with the high costs of caring for an elderly or disabled family member at home or in a skilled nursing facility. This planning may involve incorporating private life or long-term care insurance into an estate plan to help recoup the costs of such care or restructuring ownership of family assets to allow for eligibility for public benefits, such as Medicaid, without an expenditure of all family assets.

Peter represents individuals with inheritance litigation, tax and creditor disputes. With respect to inheritance litigation, Peter has successfully litigated will and trust contests, as well as claims for breach of fiduciary duty, intentional interference with inheritance and undue influence. He also assists clients with defending claims filed against estates and trusts.

Peter has broad experience with federal and state tax disputes. He has successfully resolved challenges to positions taken on clients income tax, gift tax and estate tax returns, and has successfully challenged state property valuations related to real property taxes.

Peter regularly publishes articles and presents seminars on these subjects. In acknowledgement of his skills in these areas, he has been honored with the highest possible rating from two respected lawyer rating services, Martindale Hubbell (AV Preeminent) and Avvo (a 10.0 out of 10.0). Peter has also been elected the Chair of the Elder Law Section of the Wisconsin State Bar Association.

Peter assists clients with:

  • Estate planning: Preparing and implementing estate plan documents, including revocable living trusts, marital property agreements, pour-over wills, living wills, medical powers of attorney, durable powers of attorney, etc.
  • Elder law, Medicaid, Medicare: Planning for eligibility for Title XIX, Medicaid, family care and supplemental security income, preserving assets for disabled individuals through special needs trusts, and petitioning for guardianships.
  • Tax and succession planning: Structuring multigenerational asset and business transfers for affluent individuals and business owners to minimize estate and gift taxation and to maximize creditor protection.
  • Probate and trust administration: Administering estates and trusts, including representation in probate proceedings, preparation of estate tax returns and fiduciary income tax returns for estates and trusts and disputing creditor claims.
  • Inheritance litigation: Defending and prosecuting will and trust contests, intentional interference with inheritance, undue influence and breach of fiduciary duty claims.
  • Tax controversies: Defending taxpayers’ rights and positions in tax audits, litigation and collections actions involving state and federal taxing authorities.
  • Business matters: Organizing business entities, such as corporations, partnerships and limited liability companies, and advising them as to tax and non-tax related legal issues.
  • Tax-exempt organizations: Organizing and representing tax exempt organizations, including applying for tax-exempt status and complying with ongoing federal and state requirements.
  • Real estate: Advising as to the purchase and sale of real property, including the preparation of offers to purchase and all other closing documents.

Industry

Services

Recognition

  • The Best Lawyers in America, Elder Law, 2018-2019
  • Martindale-Hubbell AV Preeminent

Education

  • LL.M., University of Florida
    • Taxation
  • J.D., DePaul University
  • B.A., Marquette University

Admissions

  • U.S. District Court, Eastern District of Wisconsin
  • Wisconsin
  • Illinois
  • U.S. District Court, District of Massachusetts
  • Florida
  • U.S. Court of Appeals, Seventh Circuit

Professional Associations and Memberships

  • State Bar of Wisconsin, Elder Law section, Chair Elect, Board of Directors
  • State Bar of Wisconsin, Tax, Elder Law and Real Property and Probate sections
  • State Bar of Illinois
  • State Bar of Florida, Tax and Elder Law sections
  • Milwaukee Bar Association, Elder Law section, Chair
  • Milwaukee Bar Association
  • National Academy of Elder Law Attorneys, Inc.
  • Wisconsin Chapter of National Academy of Elder Law Attorneys, Inc.
  • Society of Financial Service Professionals, Milwaukee Chapter
  • National Association of Estate Planners & Councils, Milwaukee Estate Planning Forum, LTD
Experience
  • Prepared and implemented more than 600 estate plans for distinct clients with interests in Wisconsin, Illinois and Florida.
  • Successfully resolved Medicaid and Medicare eligibility issues permitting the qualification of clients for needed government medical assistance.
  • Successfully represented taxpayers in multimillion-dollar income, estate and gift tax audits at the federal and state levels involving various legal issues and valuation disputes.
  • Successfully represented parties in will and trust contests, a wrongful death action, and actions for intentional interference with inheritance, breach of fiduciary duty and undue influence.
  • Served as co-lead counsel for the participants of the 401(k) savings plan for Harnischfeger Industries, Inc. in the case of Kling v. Fidelity Management Trust Co., which led to the recovery by the participants of $10.85 million.