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Milwaukee Estate Tax Attorneys

Our Milwaukee estate tax attorneys are dedicated to ensuring our clients both understand and succeed in every aspect of their case. Contact O'Flaherty Law today to schedule a consultation.
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Smiling womanAttorney Kevin O'Flaherty

"Kevin was extremely professional, responsive and knowledgeable when I came to him for help. I would definitely recommend O'Flaherty Law!"

We believe your attorney should not speak in legalese

Finding an attorney who is a “real person” can be difficult. Many attorneys surround themselves almost exclusively with other attorneys and are accustomed to speaking in ivory tower legalese.  You should be able to connect with your attorney on a personal level, and he or she should speak to you in plain language that you can understand.  You will be working very closely with this person on issues that are very important to you. It is important that he or she be down-to-earth and someone that you connect with.

We believe your attorney should be accessible

The most common complaint that clients have of their attorneys is that the attorney is unreachable, does not communicate with them regularly, or does not promptly return your calls.  Your attorney should reach out to you about your case regularly and respond within 24 hours to calls and e-mails.  An open line of communication between you and your attorney is essential to building trust.

We believe your attorney should be realistic with you about costs and outcomes

Your attorney’s goal should not be to win at all costs.  Rather, it should be to achieve a favorable outcome for you as efficiently as possible.  It is important that your attorney set realistic expectations at the outset as to the costs you should expect, the concerns that the attorney has about the outcome of your case, and the length of time that you should expect your case to take.

Regardless of the nature of your case, we have an experienced attorney who will focus on your individual needs. Our team of attorneys works closely together, bringing each of their different fields of experience to bear in order to optimize our client care.

Client Testimonials

Christi M.

Kevin's firm handled setting up my will and trust recently. They took something that seemed intimidating and made it easy to understand. I've also referred a couple clients to Kevin - he's trustworthy, approachable and very fairly priced.

Marvin

"I've used Kevin and his firm's services since 2011. He gave undivided attention to my cases, advised me on different options and..."

Rachel B.

"Kevin was extremely professional, responsive and knowledgeable when I came to him for help. I would definitely recommend O'Flaherty Law!"

More information about our Milwaukee Estate Tax Attorneys

Our Milwaukee estate tax attorneys will use their experience to thoroughly manage your advanced estate tax planning needs to help you minimize, or potentially eliminate estate taxes from your assets. Not only can we assist you in customizing a new plan aimed at reducing your estate taxes but we can also can help with your existing estate plans in order to further mitigate costs. At O'Flaherty Law, we are conscious of the decisions clients make to mitigate costs especially in terms of taxes. This is why we have a strong infrastructure in place that guarantees transparent billing, client-focused legal sessions, and quality delivery on your legal goals.

Expertise Best Child Support Lawyers in Chicago 201710 Best 2016 Client Satisfaction American Institute of Family Law AttorneysAvvo Clients' Choice 2016 DivorceRising Stars Kevin P. O'Flaherty SuperLawyers.com10 Best Law Firms 2018 Client Satisfaction American Institute of Family Legal Counsel Attorneys Estate Planning Law40 under forty

Contact Us

Please contact our friendly lawyers to Schedule a Consultation.

(414) 253-2080
milwaukee.wi@oflaherty-law.com

What to Expect From a Legal Consultation

The purpose of a consultation is to determine whether our firm is a good fit for your legal needs. Although we often discuss expected results and costs, our attorneys do not give legal advice unless and until you choose to retain us.

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Location

Office Address

985 W. Oklahoma Ave., Ste. A

Milwaukee, WI 53215

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Hours of Operation

Monday
9:00am - 6:00pm
Tuesday
9:00am - 6:00pm
Wednesday
9:00am - 6:00pm
Thursday
9:00am - 6:00pm
Friday
9:00am - 6:00pm
Saturday
Closed
Sunday
Closed

Attorneys

Meet the Owner

I am personally committed to ensuring that each one of our clients receives the highest level of client service from our team.  Our mission is to provide excellent legal work in a cost-effective manner while maintaining open lines of communication between our clients and their attorneys.  Many of our clients are going through difficult times in their lives when they reach out to us.  They should feel comfortable leaning on the experience and knowledge of our attorneys as their counselors and advocates.  We are here to help!

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- Attorney Kevin O'Flaherty, Owner

Further Reading from our Milwaukee Estate Tax Attorneys

Irrevocable Trust for Wisconsin State Tax Gift Strategies

In this video, our Milwaukee estate tax attorneys explain Asset Security, Implications for Taxation, Independent Trustees, and more regarding estate taxes for irrevocable trusts in the state of Wisconsin. Irrevocable trusts in Wisconsin enable beneficiaries to escape probate and various forms of taxes after the grantor passes away. If the grantor is still alive, his properties are passed to a trustee. The trustee is in charge of the assets' management. In most cases, once assets are deposited in a trust, they cannot be taken out, according to Wisconsin law. For further questions or help in this field, do not hesitate to contact O'Flaherty Law today.

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Wisconsin Gift Tax Explained and Federal Gift Tax

In this episode, our Milwaukee estate tax attorneys explain both Wisconsin and federal gift taxes. Any gift is taxable in theory, although there are a few significant exceptions. Gifts of tuition or medical costs paid directly to a medical or educational institution for another person, for example, are not taxable. It is important to understand what possible taxes are to ensure beneficiaries of an estate can maximize their inheritance. For further questions, do not hesitate to contact O'Flaherty Law.

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Wisconsin Estate Administration Definitions and Completing Forms

In this video, our Milwaukee estate tax attorney explain the mandatory probate forms that are required in Wisconsin and defines common terms used in the forms. A blank set of forms can be purchased from your local Probate Registrar. The Registrar will tell you whether you can print the forms in black pen or if you must type them. While the registrar cannot complete the forms for you, they are compelled by law to verify the information you provide. For further help with elder law, probate, or estate administration, do not hesitate to contact O'Flaherty Law today.

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