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Practice Areas & Industries: Boardman & Clark LLP

 





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Practice/Industry Group Overview

The Boardman Law Firm provides trust and estate services to individuals, families, closely-held businesses, and individual and corporate fiduciaries throughout Wisconsin.

Services

Wills and trusts

Marital property consultation

Marital property agreements, including prenuptial agreements

Sophisticated estate planning

Planning for estate, gift, generation-skipping, and income taxation

Planning for distributions from Qualified Plans and IRAs

Business succession planning

Buy-sell agreements

Discount valuation planning

Liquidity planning

Choice of business entity

Qualified and nonqualified deferred compensation

Trust and estate administration

Tax filings, including gift, estate, and generation-skipping transfer tax

Disclaimers

Probate

Advising trustees, personal representatives, guardians, and agents

Trust and estate litigation

Elder law

Financial powers of attorney

Health care powers of attorney

Surrogate decision-making

Guardianships

Charitable giving

Tax exempt entitites

Foundations

Charitable trusts

Planned giving