When your Wisconsin-based interests are at stake.

Peter J. Walsh
Peter J. Walsh
O’Neil, Cannon, Hollman, DeJong & Laing S.C.
111 E. Wisconsin Avenue
Suite 1400
Milwaukee, Wisconsin 53202
Phone: 414.276.5000
Fax: 414.276.6581

E-mail Peter J. Walsh

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Peter assists clients with estate and business planning, trust and probate administration, taxation and elder law issues including Medicaid and Medicare. Peter has also litigated tax and non-tax issues for clients in Federal and State courts. Peter has a masters of law degree in taxation, and he is licensed to practice law in Wisconsin, Illinois and Florida.

Peter Assists Clients With

  • Estate Planning: Preparing and implementing estate plan documents, including Revocable Living Trusts, Marital Property Agreements, Pour-Over Wills, Living Wills, Medical Powers of Attorney, Durable Powers of Attorney, etc.
  • Tax and Succession Planning: Structuring multi-generational asset and business transfers for affluent individuals and business owners to minimize estate and gift taxation and to maximize creditor protection
  • Elder Law, Medicaid, Medicare: Petitioning for guardianships, planning for eligibility for Title XIX, Medicaid, Family Care and Supplemental Security Income and preserving assets for disabled individuals through special needs trusts
  • Probate and Trust Administration: Administering estates and trusts, including representation in probate proceedings, preparation of estate tax returns and fiduciary income tax returns for estates and trusts, defending and prosecuting will contests and creditor claims
  • Tax Controversies: Defending taxpayers’ rights and positions in tax audits, litigation and collections actions involving state and federal taxing authorities
  • Business Matters: Organizing business entities, such as corporations, partnerships and limited liability companies, and advising them as to tax and non-tax related legal issues
  • Tax Exempt Organizations: Organizing and representing tax exempt organizations, including applying for tax-exempt status and complying with ongoing Federal and State requirements
  • Real Estate: Advising as to the purchase and sale of real property, including the preparation of offers to purchase and all other closing documents

Examples of Peter’s Recent Work

  • Preparation and implementation of more than 500 estate plans for distinct clients with interests in Wisconsin, Illinois and Florida
  • Successful representation of taxpayers in multi million dollar Income, Estate and Gift Tax Audits at the Federal and the State level, involving various legal issues and valuation disputes
  • Successful representation of Lac La Belle Golf Club, Inc. in a multi million dollar real estate tax dispute with the Village of Lac La Belle
  • Successful representation of parties in will contests and a wrongful death action
  • Serving as co-lead counsel for the participants of the 401(k) Savings Plan for Harnischfeger Industries, Inc. in the case of Kling v. Fidelity Management Trust Co. which led to the recovery by the participants of $10.85 million
  • Successful resolution of Title XIX eligibility issues permitting the qualification of clients for needed government medical assistance

Articles

  • “Save Transfer Taxes with Family Limited Partnerships,” Tax Strategies (an RIA Publication) June, 2001
  • “No Swing Vote Premium on Minority Interest in Family Business,” Tax Strategies (an RIA Publication) December, 2001
  • “Kimbell Decision Breaths Life into FLPs,” Tax Strategies (an RIA Publication) July, 2004
  • “Formula Clause Changes Taxable Gift Into Charitable Donation,” Tax Strategies (and RIA Publication) April, 2010

Professional Associations and Affiliations

  • Member, State Bar of Wisconsin (Member, Tax, Elder Law and Real Property and Probate sections)
  • Member, State Bar of Illinois
  • Member, State Bar of Florida (Member, Tax and Elder Law sections)
  • Member, Milwaukee Bar Association
  • Member, National Academy of Elder Law Attorneys, Inc.
  • Member, Wisconsin Chapter of National Academy of Elder Law Attorneys, Inc.
  • Admitted to practice in the U.S. Court of Appeals for the Seventh Circuit, the U.S. Federal District Courts of the Eastern District of Wisconsin and the District of Massachusetts
  • Member, Society of Financial Service Professionals - Milwaukee Chapter