Peter, a member of the Financial Services & Capital Markets team, 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: