Trust Planning & Administration

At Dahlberg O'Meara Law Group, we understand that protecting your assets and providing for your loved ones requires careful planning. Our attorneys specialize in creating and administering various types of trusts tailored to your unique circumstances. Looking to avoid probate, minimize estate taxes, or ensure your wishes are carried out exactly as you intend? We'll guide you through every step of the process. We can help you with:

• Living trusts and testamentary trusts
• Special needs trusts for family members with disabilities
• Charitable trusts for philanthropic goals
• Asset protection trusts
• Trust administration and modifications
• Irrevocable and revocable trust structures

Our locally owned firm has been serving Southeast Wisconsin families since 1870. Reach out to us today to discuss your estate planning needs.

Trusts provide valuable planning benefits for families at various stages of life. You might need a trust if you want more control over how and when your assets are distributed, or if you have concerns about protecting your estate from unnecessary costs and delays. Common situations that call for trust planning include:

• Avoiding the time and expense of probate court
• Providing for minor children or grandchildren
• Supporting a loved one with special needs
• Maintaining privacy around your estate and assets
• Reducing estate tax liability for your heirs
• Planning for incapacity or long-term care needs
• Protecting assets from creditors or divorce proceedings

The right trust structure can provide peace of mind while ensuring your legacy is preserved according to your wishes. Our specialized attorneys will help you determine which trust options align with your goals.

With over 150 years of combined experience serving Southeast Wisconsin, we've built our reputation on clear communication and approachable service. Our firm's structure allows each attorney to focus on specific areas of law, which means you'll work with someone who truly understands the nuances of trust planning and administration. When you work with us, you benefit from:

• Specialized knowledge in estate planning and trusts
• Free case evaluations and second opinions
• Same-day and emergency consultations when needed
• Over a century of continuous service to our community
• Clear explanations without confusing legal jargon
• A locally owned practice that understands Wisconsin families

We work hard to make the trust planning process as smooth and understandable as possible. You'll receive personal attention and dedicated service when you work with our team.

Your family's future deserves careful planning and proper legal guidance. Establishing a new trust or need help administering an existing one? Dahlberg O'Meara Law Group is here to provide the assistance you need. We offer free consultations to help you understand your options without any obligation. Contact us today!