Heritage Law Office, LLC focuses on probate, estate planning, business law, securities law, and elder law, including nursing home planning and asset preservation.
Probate
The process of Probate can be a difficult and emotional time for those involved. Many people are not familiar with the legal aspects of Probate and do not know where to turn for help. Heritage Law Office offers comprehensive probate services to help you through this difficult time. We will work with you to understand your unique situation and develop a plan to address all of your needs. Our goal is to make the Probate process as smooth and stress-free as possible for you and your family.
Our Probate Services Include:
Estate Planning
Planning for your future is important. We can help with your estate planning needs, including drafting wills and trusts, planning for minor or adults with special needs, and probate avoidance.
Our Estate Planning Services Include:
- Wills
- Trusts
- Powers of Attorney
- Healthcare Directives
- Business Succession Planning
- Estate Taxes
- Special Needs Planning
- High-Wealth Estate Planning
- Estate Planning for Professionals
- Probate
- Veteran Benefits - Aid & Attendance
- Elder Law
- Medicaid Planning
Business Law
Heritage Law Office provides complete business law services, including entity formation, business contracts, lease drafting and negotiation, partnership and operating agreements, and business succession planning.
Our Business Law Services Include:
- Business Formation
- Limited Liability Companies (LLC)
- Corporations
- C-Corporations
- S-Corporations
- Sole Proprietorships
- Limited Liability Partnerships (LLP)
- Limited Partnerships
- Buying or Selling a Small Business
- Business Succession
Securities Law
Securities law is the area of law that governs the issuance and trading of financial instruments. These instruments include stocks, bonds, options, and other investment vehicles. The purpose of securities law is to protect investors from fraud and misrepresentation. Heritage Law Office provides services suing financial advisors and their supervising broker-dealer firms. Common claims include fraud, theft, unsuitability, churning, and failure to supervise.
Our Securities Law Services include pursuing abusive financial advisors and their supervising firms for the following claims:
- Fraud
- Theft
- Unsuitability
- Churning
- Failure to Supervise
- Breach of Fiduciary Duty
- Excessive Trading
- Ponzi Schemes
- FINRA Arbitration
- FINRA Mediation
Nursing Home Planning
We can help you with legal issues that arise when your family members age. Our elder law legal services include nursing home planning, Medicaid planning, asset protection, special needs trusts, advanced directives, and powers of attorney.
Elder Law
We can help you with legal issues that arise when your family members age. Our elder law legal services include nursing home planning, Medicaid planning, asset protection, special needs trusts, advanced directives, and powers of attorney.
The attorneys at the Heritage Law Office, LLC, licensed in Wisconsin, California, and Minnesota can help to resolve the financial and legal issues that you may have. If you need assistance in planning for your future or protecting your assets, call Heritage Law Office today at 414-253-8500 or send us a message for help in Wisconsin, Minnesota, and California.