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  • PROTECTING YOUR FAMILY’S SAVINGS, ESTATE, AND BUSINESS

    At Heritage Law Office, LLC, our experienced estate planning, and elder law attorneys have years of experience assisting Wisconsin, Minnesota, Illinois, and California families with the drafting of wills and trusts, long-term care and special needs planning, obtaining Medicaid benefits, probate, and other issues associated with aging.


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  • Online Appointments
    Now
    Available

    At Heritage Law Office, we understand that your time is valuable. That’s why we offer online appointments. You can schedule a time that’s convenient for you, and meet with one of our lawyers from the comfort of your own home. With online appointments, you can get the legal help you need without having to take time out of your busy schedule. Contact us today to learn more!


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  • These Times Can Be Difficult, Let Us Help You Get Through Them

    We are dedicated to helping your family plan for life and protect assets for future generations. We believe in providing a compassionate and understandable approach to estate planning is the most effective way to advise families.




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Wills, Trusts, & Estates

Probate

Business Law

Heritage Law Office - Now Offering Online and Remote Appointments

Welcome to Heritage Law Office, your reliable partner in legal affairs spanning asset protection, estate planning, and beyond across Wisconsin, Minnesota, and California. We tailor our solutions to your unique circumstances, offering you comfort and certainty in navigating your legal needs.

We're excited to introduce online and remote appointments to broaden our service accessibility.

Comprehensive Estate Planning, Asset Protection, and Probate Legal Services

At Heritage Law Office, we recognize and celebrate the uniqueness of each client's circumstances. We offer an array of tailored legal services, such as:

  1. Comprehensive estate planning
  2. Assisting with probate, including administering probate and advice on avoiding probate
  3. Offering guidance on estate taxes
  4. Providing legal advice for your business, encompassing business formation and legal strategies for business succession
  5. Drafting wills and pour-over wills
  6. Establishing various types of trusts, such as revocable, irrevocable, charitable, testamentary trusts, and spendthrift trusts
  7. Drafting plans for Medicaid asset protection trusts
  8. Advising on trustee duties and liabilities
  9. Assisting with special needs planning
  10. Providing healthcare directive services

Comprehensive Legal Solutions for Your Business

The future of your business is a significant consideration. We support businesses in various aspects, including:

  1. Creating business succession plans
  2. Guidance on establishing and managing a business
  3. Assisting with business formation
  4. Providing expertise on limited liability companies, corporations, c-corporations, s-corporations, limited liability partnerships, and limited partnerships
  5. Crafting operating agreements
  6. Facilitating processes for buying or selling a small business and franchises
  7. Assisting with business startups and mergers and acquisitions

Experience Matters

With over 20 years of extensive experience in finance, investments, taxation, and insurance, Milwaukee Attorney Brad Sarkauskas's goal is to help you successfully navigate through the complex maze of laws and regulations you'll encounter when building your estate and planning for your future.

Practice Areas

ESTATE PLANNING

Estate planning entails much more than a will and a testament. Attorney Brad Sarkauskas can help with a strategy to avoid probate, mitigate estate taxes, protect assets from vulnerability and develop a plan to transfer assets without red tape.

ELDER LAW

The resolution of legal issues relative to health care, long term care, protecting assets from being depleted by nursing home expenses, retirement, Medicare/Medicaid, and other important matters becomes very important for older clients. Let us assist you.

PROBATE & TRUST ADMINISTRATION

We will help you efficiently navigate through procedural and legal hurdles to securing your property for your loved ones.

NURSING HOME PLANNING

You have worked a lifetime to build a nest egg. Don't let it be depleted by nursing home expenses. With proper planning, it is possible to protect some, or even all, of your assets from nursing home expenses.

MEDICAID PLANNING

Navigating the Medicaid process when transitioning to a nursing home can be a daunting affair. Attorney Sarkauskas can assist with the application process and simultaneously properly title your home, vehicles, investment, and other savings to help ease the burden.

SPECIAL NEEDS TRUST

A knowledgeable attorney is critical when planning to leave an inheritance to a disabled loved one. Without proper planning, a well-intended gift can have disastrous consequences by making a disabled individual ineligible for public benefits.

WILLS & TRUSTS

Should you pass away or become incapacitated, having a living will or trust prepared is one of the most important things you can do to ensure the protection of yourself, your family, and your estate.

POWERS OF ATTORNEY

Drafting a durable power of attorney form allows you to put someone you trust in charge of making important decisions you won't be available to make.

BUSINESS SUCCESSION PLANNING

Whether you are starting a new business, operating an existing business, or planning to transfer your business to the next generation, we have the expertise to expedite the process in the proper manner.

Contact Us Today

For a comprehensive plan that will meet your needs or the needs of a loved one, contact us today. Located in Downtown Milwaukee, we serve Milwaukee County, surrounding communities, and to clients across Wisconsin, Minnesota, Illinois, and California.

Office Locations

Milwaukee Office
Minneapolis Office
 414-676-2787 (fax)
2 more locations

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