Peter J. Walsh

Peter Walsh is an attorney with twenty years of experience in estate and asset protection planning and inheritance litigation. Peter assists clients with preserving family wealth through estate and asset protection planning. For example, he utilizes various estate planning techniques to minimize taxes and administrative expenses upon the death or incapacity of a family member. Such planning may include a revocable trust to avoid the cost of court involvement upon the death or incapacity of the client or an irrevocable trust for efficient wealth transfers and creditor protection. Peter’s admission to the state bars of Wisconsin, Illinois and Florida allows him to provide estate planning to clients with interests in any one or more of these states.

Similarly, Peter assists clients with planning for the high costs of caring for elderly or disabled family members at home or in a skilled nursing facility. This planning may involve incorporating private life or long-term care insurance into an estate plan to help recoup the costs of such care or restructuring ownership of family assets to allow for eligibility for public benefits, such as Medicaid, without the expenditure of all family assets.

Peter helps individuals with inheritance litigation, tax and creditor disputes. With respect to inheritance litigation, Peter has successfully litigated will and trust contests, as well as claims for breach of fiduciary duty, intentional interference with inheritance and undue influence. He also defends claims filed against estates and trusts.

Peter has broad experience with federal and state tax disputes. He has successfully resolved challenges to positions taken on client’s income tax, gift tax and estate tax returns, and has successfully challenged state property valuations related to real property taxes.