Elder Law Center of Wisconsin

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Elder Law Center of Wisconsin
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About Us

• Elder Law firm located in Wisconsin are familiar
  with the legal affairs of elderly individual
  and their Families. For over the past 25 years,
  our firm has been successfully helping families
  and business owners plan for their future. Our
  practice is based on a collaborative approach
  which values and requires the integration of our
  clients multiple professional advisors, namely
  CPAs and Attorneys, to ensure the successful
  implementation of clients taxes, legal and
  financial planning.

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Our Services

• Estate Planning
• Will
• Trust
• Medicaid Planning
• Nursing Home Costs
• Guardianship
• Special Needs Planning

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Will

• Wills are a very simple tool and often very
  inexpensive to set up initially.  ALL assets
  passing through the Wills will go through the
  probate process. The probate process in the State
  of Wisconsin usually takes 10 to 13 months and
  typically costs 3 to 5 of the gross value of
  assets.

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Estate Planning

• Estate planning is not about how much money you
  have, its about protecting what you have during
  your life and for those you love after you are
  gone. It ensures what you have is received by the
  people you love, when you want, and the way you
  want. Most confusion in estate planning comes
  from not knowing where to get good information on
  options.

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Trust
Asset protection trusts, are not as restrictive
as tax planning trusts. They ensure the grantor
is able to protect his assets from liabilities
during his lifetime, from lawsuits, nursing
homes, or other predators and creditors. Tax
planning trusts, asset protection trusts, can
allow the grantor to retain full control of their
assets and even retain the right to change the
beneficiary and the timing, manner, or method of
distribution.

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Medicaid Planning

• Medicaid Planning can be different things to
  different people. It involves planning for
  Medicaid qualification without first going broke.
  There are multiple legal options, many of which
  are not intuitive nor widely known. Another goal
  of many is to legally protect assets from
  attachment by the government within the confines
  of federal and state laws.

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Our Team Members

• W. Ryan Zenk
• Tara Day
• Melissa D. Robe
• Barbara Horst Meyer
• Elyse Shaw

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W. Ryan Zenk

• Ryan Zenk is a practicing Attorney with Elder Law
  Center located in Wisconsin. He is a Certified
  Financial Planner and the Chief Executive Officer
  and founder of the investment advisory firm
  Family Wealth Advisors, and Co-founder of
  Veterans Benefits, Inc.
• Mr. Zenk is the author of Your Life Your Legacy
  a Book on Estate Planning. He is member of the
  National Academy of Elder Law Attorneys, The
  Probate and Trust division of the Wisconsin Bar,
  The Elder Law Committee of the Wisconsin Bar and
  the Milwaukee Bar Association.

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Melissa D. Robe

• Melissa Robe is an associate attorney and She
  has a background in estate planning, estate and
  trust administration, probate, tax business
  law.  

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Tara Day

• Tara is an Elder Law Paralegal that has been
  working with Elder Law Center of Wisconsin, LLC.

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Elyse Shaw
Elyse is a Certified Advance Practice Social
Worker and is a Professional level Member of the
Aging Life Care Association (ALCA). She has
personal and professional experience in working
with patients who are diagnosed with advanced
dementia while providing comprehensive advocacy
and education to their care givers.  
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Barbara Horst Meyer

• Barbara is a past member of the Board of
  Directors of the Southeastern Wisconsin End of
  Life Coalition, Interfaith Caregivers of
  Washington County and Supportive Community
  Services, Inc. in Milwaukee. She launched the
  Senior Planning Group as the first and only
  Life-care Planning Firm in Wisconsin. For 16
  years, she has assisted families whose loved ones
  either have had an acute health care change or
  have a chronic health care need.

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Our Plannings

• Traditional Planning
• Modern planning
• Medicaid Planning
• Asset protection planning
• Business succession planning
• Advanced tax planning

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Contact Us

• Address
• 125 N. Executive Drive, Suite 210, 
• Brookfield, WI, 53005
• Website
• http//www.elderlawcenterofwisconsin.com

Phone [phone]
Toll Free [phone]
Fax [phone]
Email info_at_elderlawcenterwi.com
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Social Media Channels

• https//www.facebook.com/ElderLawCenterOfWisconsi
  n
• https//twitter.com/elderlawcarewi
• https//plus.google.com/ElderLawCent
  erOfWisconsin