Elder Law Attorney & Certified Financial Planner, Brookfield, Wisconsin
Wisconsin Elder Law Attorney & Certified Financial Planner providing integrated legal and investment advisory services. Serving Brookfield and Milwaukee area with 20+ years experience in Medicaid planning, asset protection, and VA benefits.
Comprehensive Estate Planning & Elder Law Services
Estate Planning Attorney Services
Comprehensive wills, trusts, and beneficiary planning with ongoing document maintenance and Wisconsin probate avoidance strategies for estates over $50,000.
Elder Law & Medicaid Planning
Wisconsin Medicaid qualification strategies and crisis planning for nursing home costs averaging $8,000+ monthly in Milwaukee County, with asset protection protocols.
Financial Planning & Investment Advisory Services
Integrated legal and investment management combining attorney-client privilege with CFP fiduciary standards for coordinated wealth preservation and growth strategies.
Asset Protection Planning
Irrevocable trust structures and domestic asset protection strategies compliant with Wisconsin creditor protection laws and federal tax regulations.
Guardianship Services
Court-appointed guardianship proceedings and conservatorship administration for incapacitated adults under Wisconsin Chapter 54 with ongoing compliance monitoring.
Special Needs Planning
ABLE account coordination and supplemental needs trusts preserving SSI/SSDI benefits while providing quality of life enhancements for disabled beneficiaries.
Probate & Trust Administration
Wisconsin probate court representation and trust administration services with an average 6-12 month completion timeline and executor guidance throughout the process.
Tax Planning Strategies
Estate tax minimization through generation-skipping trusts, charitable planning, and annual gifting strategies coordinated with income tax optimization.
Business Succession Planning
Buy-sell agreements, key person insurance, and ownership transition strategies for closely held Wisconsin businesses with a focus on valuation and tax efficiency.
Veterans Benefits Planning
VA pension maximization and Aid & Attendance benefit qualification with accredited attorney representation for Wisconsin veterans and surviving spouses.
Legal Consultation Services
Comprehensive legal analysis and strategy sessions combining estate planning law with financial planning expertise for complex family wealth situations.
Special Needs Planning
ABLE account coordination and supplemental needs trusts preserving SSI/SSDI benefits while providing quality of life enhancements for disabled beneficiaries.
We Are Here to Guide You Every Step of the Way
Whether you have questions or you’re ready to get started, our team is prepared to help. Complete our form or call us at (262) 812-6262
Trusted Estate Planning in Wisconsin
With decades of combined experience, we help Wisconsin families protect their assets, plan for long-term care, and ensure their legacy is preserved for future generations.
W. Ryan Zenk
Attorney, Certified Financial Planner®
Why Choose Our Firm?
- Over 35 years of estate planning experience
- Wisconsin-focused legal expertise
- Personalized approach to every client
- Ongoing document maintenance and updates
Our Estate Planning Process
A clear, step-by-step approach to securing your family’s future
#1. Initial Consultation
We begin with a comprehensive discussion of your goals, family situation, and concerns to understand your unique needs.
2. Asset Review & Strategy
We catalog your assets, review your current planning documents, and develop a customized strategy for your situation.
3. Document Preparation & Signing
We prepare all necessary legal documents, review them with you, and guide you through the signing process to ensure everything is properly executed.
Comprehensive Elder Law Services
From estate planning to long-term care planning, we provide the legal guidance you need.
Estate Planning
Comprehensive planning for your assets and legacy, including wills, trusts, and beneficiary designations.
Wills & Trusts
Professional drafting of wills and trust documents to protect your family’s interests and minimize taxes.
Medicaid Planning
Strategic planning to protect assets while qualifying for Medicaid long-term care benefits.
Nursing Home Costs
Planning strategies to manage and protect against the high costs of long-term care.
Probate Administration
Efficient administration of estates and trusts with minimal family stress and court involvement.
Veteran’s Benefits
Specialized assistance for veterans and their families in accessing benefits and planning care.
Guardianship
Legal guardianship services are used to protect vulnerable family members when they can no longer make decisions.
Special Needs Planning
Specialized planning for families with disabled family members to preserve benefits and quality of life.
Veteran’s Benefits
Specialized assistance for veterans and their families in accessing benefits and planning care.