Grafton Advanced Estate Planning Attorneys

Handling Income Tax Concerns, Medicaid, Elder Law & More

When you are building your estate plan, you may find that your family has needs above and beyond the average revocable living trust and other basic estate planning tools. Acknowledging your unique needs, our estate planning firm will help identify possible solutions to income tax concerns, estate tax issues, and looming nursing home costs.

Our estate planners in Grafton can help clients utilize advanced tools such as:

  • Irrevocable Life Insurance Trusts
  • Retirement Trusts
  • Medicaid/Title XIX Counseling
  • Back Up Medicaid Wills
  • Family Limited Partnerships
  • Qualified Personal Residence Trusts
  • Grantor Trusts
  • Charitable Planning
  • Creditor Protection Trusts

No matter how complex your needs may be, our team is here for you to help you address them with precision and skill. Contact us today to get started!

Irrevocable Trusts

Kitzke & Canfield uses many strategies to advance client rights and entitlements. When encountering the rising costs of nursing care, the last remaining weapon is an irrevocable trust. While this advanced technique may be intimidating, our team will walk you through the complexities of the system to help preserve your assets for your family. Our team has helped thousands of families navigate treacherous long-term care issues including Medicaid eligibility and estate recovery.

Medicaid Planning Assistance

Applying for Medicaid can become complex. Our attorneys can assist you with everything from collecting need documents to reworking your financial assets to preserve your Medicaid eligibility. We can also help you if you have a spouse requiring different long-term care needs from your own.

Estate Planning for Family Limited Partnerships (FLPs)

Family Limited Partnerships are business arrangements where family members pool their resources to run their business, with each family member buying units of shares of the business. These arrangements can provide many estate and gift tax advantages. However, due to the complexities of FLPs, it is strongly advised to consult with our qualified estate law attorneys to assist in setting up your Family Limited Partnership.

Incorporating Charitable Giving in Your Estate Plan

You can stipulate gifts to charity with your will or with specialized trusts. Our attorneys can help you set up a charitable lead trust to pay a specific charitable cause during your lifetime while preserving your assets for your named beneficiaries. We can also assist with creating a charitable remainder trust, which will pay your beneficiaries while giving a portion of those payments to your chosen charities.

Creative Solutions to Complex Circumstances

Our team believes that everyone deserves access to top-quality legal counsel to help them ensure that their loved ones are properly taken care of after they are gone. We are proud of how we have helped many clients receive the Advanced Estate Planning services in Ozaukee and Waukesha Counties. Whatever your estate planning circumstances are, we could review them and develop a plan that is focused on helping your family and providing peace of mind.

Reach out to our Grafton estate plan attorneys today at (262) 387-0706 to find out more about how we can help you and your family.