Dane Estate Planning Lawyers

PHIL CARDIS - FOUNDER/MANAGING PARTNER CARDIS LAW GROUP With offices in Mesa, Arizona, Madison, Wisconsin and Bloomington, Minnesota Quality, Trusted, Experienced Counsel in Estate Planning, Bankruptcy and Business matters. Cardis Law Group can provide our clients with exceptional, pragmatic counsel. Cardis Law Group is a dedicated and highly skilled law firm with deep experience in legal advisement and representation. We are exceptional, powerful negotiators and diligent advocates, and we will be your proactive partner to help you navigate through your legal...

Founder of Krause Estate Planning & Elder Law Center, Dan has helped thousands of families with estate planning and estate administration since 1999. A retired Army Major and JAG Officer, Dan is a board-certified Estate Planning Law Specialist. He is certified by The Estate Law Specialist Board, Inc.

Dan and his former law partner, Nelson Donovan, wrote the book _Estate Planning in Wisconsin: Privacy, Protection and Taking Control_, published in 2017. It is an easy-to-understand primer for non-experts, covering the basics of estate planning, including wills, trusts and powers of attorney.

Besides offering education classes for the public, Dan has lectured on...

Attorney Dera L. Johnsen-Tracy is a shareholder and co-founder of Horn & Johnsen SC. Dera and focuses her legal practice in the areas of estate planning, probate and guardianship. Prior to completing law school, Dera gained 14 years of legal experience as a paralegal in Texas and Wisconsin. Dera’s extensive experience provided a strong and practical client-centered foundation for her legal practice. She strives to meet the needs of her clients in a personal and efficient manner. In furtherance of her passion for helping families plan, Dera is an active participant in the Wisconsin Wills for Heroes program and...

Patrick is a general practice lawyer, whose areas of expertise include: Real Estate Law, Estate Planning, Probate, Corporate and Business Law, Litigation, Collections, Banking Law and Title Insurance. Patrick Taggart II grew up in Sauk City, Wisconsin. After graduating from Marquette University Law School, he returned to the Sauk City and Prairie du Sac area and joined LaRowe Gerlach & Roy, LLP as an Associate Attorney. In 2001, Patrick became a Partner of the law firm. The firm was subsequently re-named LaRowe Gerlach Taggart LLP in March of 2013. In 2017, he was appointed as a Court Commissioner for...

Nelson W. Donovan has spent a lifetime talking to audiences. First as a military aviation instructor and more recently, about the importance of estate planning, tailoring plans for his clients, and writing on this subject. Nelson is also a JAG attorney for the US Army Reserves.

Nelson’s experience as a wartime aviator, military instructor pilot, and airline captain, offers our clients steady precision. He acquired his fiscal savvy from his time as a licensed financial advisor, and an ethical outlook working for the Wisconsin Supreme Court’s Office of Lawyer Regulation.

A UW Law School graduate, Nelson integrates his extensive professional experience...

I focus my practice on complex business litigation and transactional work including partnership disputes, franchise and fair dealership issues, theft of trade secret issues, copyright disputes and breach of fiduciary duty cases, among others. My practice also includes a substantial amount of contract drafting, business start-up work, and business succession and estate planning.

He is the co-author of Your Life, Your Legacy (2003) and has written numerous published articles on various estate planning topics. Attorney Purtell is an active member of WealthCounsel, the Wisconsin Council of Estate Planning Attorneys (past-President), the Madison Estate Council, the State Bar of Wisconsin (Real Property, Probate and Trust Law Section), and the Dane County Bar Association. He is also committed to his community through involvement in the Optimist Club of Cross Plains (past-President), being an active parish member of St. Francis Xavier Parish, and through his appointment to the Chair of the Personnel Committee for the Village...

Cedric brings a background in education to his legal practice. His teaching experience allows him to understand the unique needs of diverse families and individuals. His previous role at a nationwide family law firm provided him with the skills to guide families towards collaborative solutions, and when necessary, to litigate aggressively. In every case, Cedric advocates for putting the child’s rights and well-being as the paramount consideration.

Attorney Matthew Underwood is an estate planning and business attorney at Underwood Legal, LLC. Matt helps families, individuals, and businesses take hold of their future with customized planning and advice. Matt’s goal is to empower you to understand your planning decisions so you can take ownership of your plan and proceed in life with feelings of comfort and accomplishment.

Matt earned his law degree from the University of Wisconsin Law School and his bachelor’s degree in Economics from the University of Wisconsin – Madison.

Patricia McKinney-Lins focuses on family and business estate planning and probate. She is part of the Neider & Boucher, S.C. law firm, located on Madison's west side, with an office in Spring Green, Wisconsin. She is dedicated to serving families as well as small business owners, including family farm business owners. Patricia started her practice in 1986, practiced estate planning, real estate and probate for several years, took time off with her children and has been back to full-time practice since 2011. Patricia enjoys helping her clients organize their affairs to simplify the process of protecting themselves...

Chantelle M. Ringe’s practice focuses on estate planning, elder law, planning for individuals with special needs, adult guardianships, small business matters and real estate transactions. Chantelle works with elders and families of elders who are in need of long-term care, individuals who have special needs, and individuals looking to establish an estate plan that is tailored to their unique concerns and goals. Chantelle also advises individuals in the administration of trusts and probate estates, and frequently assists individuals with business organization, business succession plans and real estate-related matters.

Nancy brings an accounting background to the practice of law, allowing her to counsel her clients regarding their legal needs with an eye toward tax planning.

Nancy takes great pride in building and maintaining strong client relationships, based on service and trust. Together, Nancy and her father, Jay W. Winter, served the legal needs of Oregon and Madison-area families from one generation to the next. In 2013, Winter Law Office merged with The Law Center for Children & Families, forming The Law Center, S.C. As a result of the merger, the firm is able to serve more of...

As an attorney in Turke & Steil’s estate planning practice, my aim is to help clients take pride in the legacies they will leave behind by crafting estate plans that are understandable, holistic, and efficient. All families come with their own dynamics and respectfully navigating those dynamics are what great estate plans do, in my opinion. Having grown up in Wisconsin, I am proud to be helping fellow Wisconsinites by giving them the tools to navigate those dynamics in the manner they see fit.

Bob Nennig graduated cum laude from the University of Wisconsin-Milwaukee in 1992 with a bachelor's degree in Business Administration and a major in Accounting. After working for a time at a large public accounting firm in Milwaukee, and passing the Certified Public Accountant (CPA) exam, Bob moved to Chicago, Illinois to attend law school.

Bob graduated from DePaul University College of Law in 1997. During law school, he was a law clerk for Commonwealth Edison and was also a law clerk in the Civil Litigation Division for the Wisconsin Department of Justice in Madison, Wisconsin. Upon...

Attorney Peter C. Osman, a graduate of the University of Wisconsin Law School, is a dedicated estate planning attorney licensed in Wisconsin. With a solid academic background, including undergraduate studies at both the University of Minnesota – Twin Cities and the University of Wisconsin – Madison, where he earned his BA with honors, Peter brings a wealth of knowledge and expertise to his practice. Specializing in estate planning and elder planning, Peter has received extensive training in Medicaid asset protection planning, a crucial aspect of his elder planning practice. He is committed to educating both clients and professional advisors through regular...

Tim Greenwood grew up in Kaukauna, Wisconsin, before moving to Oshkosh for undergraduate, and then Milwaukee to attend Marquette University Law School. After graduating Tim worked as a Family Law Contract Attorney for a private firm in the Milwaukee area before joining LaRowe Gerlach Taggart LLP in 2019 until 2021. Then in 2021, the office split and Tim remained with the Sauk City Office, which became Taggart Law LLC, until February 2022. Areas of Practice: He is a general practice attorney, specializing in Family Law, Divorce, Custody, Placement, and Support, and Estate Planning.

As a fourth-generation attorney and now, a father of two toddlers, I understand the importance of heritage and proper planning. As an estate planning attorney, my mission is to be a guiding light for families facing complex probate challenges and to provide them with the peace of mind that comes from well drafted documents. I understand that the legal intricacies of estate planning and probate can be daunting, but my passion lies in simplifying these complexities. My goal is to ensure that future generations don’t have to bear the burden of uncertainty and confusion when it comes to their family’s...

Attorney Michelle T.L. Hernandez has sixteen years of legal experience and has always focused her legal practice in the area of estate planning. Michelle utilizes her extensive skills to provide her clients with customized estate plans that gives them peace of mind in knowing that they have implemented a plan that will protect their assets while they are alive, transfer their assets in the most effective manner to their loved ones, and is consistent with her clients objectives. Michelle strives to keep her clients legal expenses and tax burden at a minimum. Michelle is an active member of the American...

Attorney Shayna W. Borakove, admitted to the bar in 2005, holds licenses in Wisconsin, Massachusetts, & Minnesota. A graduate of the University of Missouri-KC and the New England School of Law in Boston, cum laude with honors, she brings a wealth of knowledge and expertise to her practice. Hailing from a Missouri dairy farm, Shayna's upbringing instilled in her the values of hard work, integrity, and family. With this foundation, she approaches her practice, understanding that life and legacy are paramount in estate and business planning. Specializing in foundational and advanced estate planning, Shayna focuses on multi-generational transfers, estate tax mitigation, and...

Randall J. Andersen has 24 years of experience representing individuals, businesses and cooperatives in a wide variety of civil legal matters. He provides general counsel and legal services for businesses, including business acquisitions, entity formation, employment law matters, the drafting of contracts and legal agreements, real estate transactions, condominium law, business litigation and enforcement of creditor's rights. Legal services provided for individual clients include estate planning and probate administration, real estate transactions, family law, and litigation. He is an active member and former president of Madison Horizons Rotary Club, member of Wisconsin Agri-Service Association, and the Madison Estate Council.