Wisconsin | Minnesota | Illinois | California 414-253-8500

Our Legal Services

Our Legal Services

Heritage Law Office 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:

  1. Administering Probate
  2. Avoiding Probate

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:

  1. Wills
  2. Trusts
  3. Powers of Attorney
  4. Healthcare Directives
  5. Business Succession Planning
  6. Estate Taxes
  7. Special Needs Planning
  8. High-Wealth Estate Planning
  9. Estate Planning for Professionals
  10. Probate
  11. Veteran Benefits - Aid & Attendance
  12. Elder Law
  13. 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:

  1. Business Formation
  2. Limited Liability Companies (LLC)
  3. Corporations
  4. C-Corporations
  5. S-Corporations
  6. Sole Proprietorships
  7. Limited Liability Partnerships (LLP)
  8. Limited Partnerships
  9. Buying or Selling a Small Business
  10. 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:

  1. Fraud
  2. Theft
  3. Unsuitability
  4. Churning
  5. Failure to Supervise
  6. Breach of Fiduciary Duty
  7. Excessive Trading
  8. Ponzi Schemes
  9. FINRA Arbitration
  10. 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 are 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.

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.

Menu