Willms-O'Leary, S.C.

At Willms-O'Leary, S.C. our attorneys have specialized knowledge in a variety of estate planning, probate, tax, business and long-term care planning needs.  We are often invited to speak to the community and professional groups to share our expertise.  Please let us know if you are interested in a Willms-O'Leary, S.C. attorney presenting to your organization.

Considerations for Legal, Accounting and Investment Professionals When Asked to Serve as a Trustee
Milwaukee Estate Planning Forum.
June 5, 2019.

30 Steps to Probate
National Business Institute.
December 12 - 13, 2018.

Charitable Giving Strategies
Thiensville-Mequon Rotary Club.
June 12, 2018.

Trust Administration: Top Challenges
National Business Institute.
February 16, 2018.

Business Succession Planning in Wisconsin: Conflict Prevention and Resolution
State Bar of Wisconsin
January 10, 2018.

Trusts 101
National Business Institute.
December 19, 2017.

Estate Administration from Start to Finish
National Business Institute.
August 28, 2017.

Special Needs Trusts: What to Use, When to Use It, and What Clients Need to Know.
Milwaukee Bar Association.
October 27, 2015.

What You Need to Know About Medicaid.
Ozaukee County Aging Consortium.
October 15, 2015.

Exploring Capacity Issues.
Association of Women Lawyers’ Estate Planning Group.
May 20, 2015.

Advanced Topics in Adult Guardian ad Litem Work.
State Bar of Wisconsin.
May 14, 2015.

Case Law and Administrative Law Update.
National Academy of Elder Law Attorneys Annual Workshop.
January 23, 2015.

Estate Planning for Young Adults.
Marquette University Business School.
November 10, 2014.

Case Law and Medicaid Fair Hearing Update.
State Bar of Wisconsin Legal Issues of the Aging Annual Conference.
Madison, Wisconsin - September 26, 2014.

The Role of Life Insurance in an Estate Plan: The View from an Estate Planning Attorney.
Northwestern Mutual Life Insurance Company.
Milwaukee, Wisconsin - September 4, 2014.

Exploring Capacity Issues.
Milwaukee Bar Association.
Milwaukee, Wisconsin - April 29, 2014, 12:30 p.m.

Will Planning: What to Do with What You Have.
Women's Business Initative Corporation. Greenfield Public Library.
Greenfield, Wisconsin - October 8, 2013. 10:00 a.m.

Estate and Long-Term Care Planning: A Different Approach.
Sarah Chudnow Community.
Mequon, WI. - Sunday, September 29, 2013. 2:00 p.m.

Estate Planning for Farmers and Ranchers (Life Insurance, Disability Insurance, and Retirement Planning).
National Business Institute.
Eau Claire, Wisconsin - June 18, 2013.

The Evolving Role of Life Insurance in Estate Planning After the American Taxpayer Relief Act of 2012.
Northwestern Mutual Life Insurance Company.
Milwaukee, Wisconsin - May 10, 2013.

Trust Income Taxation Guide (Drafting Trusts to Avoid Income Tax Liability and Legal Ethics).
National Business Institute.
Eau Claire, Wisconsin - February 21, 2013.

Elder Law Basics (Determining Capacity, and Elder Abuse Laws and Resources).
Law Review CLE/Milwaukee Bar Association.
Milwaukee, Wisconsin - February 19, 2013.

Schedule an appointment with us today.

Meet with a knowledgeable attorney who specializes in your area of law.

FIND US Willms-O’Leary Law Firm, 414 N. Main St., Thiensville, WI 53092
CALL US P: (262) 238-6996 or (800) 238-6996
F: (262) 238-6999