Estate Planning and Tax

Overview

Axley’s estate planning and tax attorneys help clients in formulating and implementing their estate and tax plans. Our estate planning and probate services include:

  • Agreements relating to marital and nontraditional relationships, including prenuptial and cohabitation agreements
  • Elder Law
  • Family business succession planning
  • Litigation of will and trust contests and other contested matters
  • Probate procedures, valuation of assets, distribution plans, and estate and trust settlement
  • Wealth transfer, charitable and estate and gift tax planning
  • Wills, trusts and powers of attorney

Our tax services include:

  • Preparation of state and federal income, estate and other returns
  • Representation of estates and other taxpayers in valuation disputes
  • Representation of taxpayers and municipalities in property tax matters before the board of review, circuit court and the court of appeals
  • Representation of taxpayers before the Internal Revenue Service, Wisconsin Department of Revenue, tax court, the Wisconsin Tax Appeals Commission, Wisconsin circuit and appellate courts and federal district courts
  • Section 1031 exchanges, including reverse exchanges, multiple asset exchanges, construction exchanges and related party exchanges
  • Tax planning for individuals, partnerships and corporations

For more information on Axley’s specific Estate Planning and Tax services, please visit the links below.

Locations

Google Map Madison
2 E. Mifflin Street
PO Box 1767
608.257.5661
Google Map Waukesha
N20W22961
Watertown Rd
262.524.8500

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