Practice Areas

We are experts in:

.01

Legacy Planning

Legacy Planning™ is really a blend of strategies to assure that property passes in the manner you desire it and that your plan does not cause unnecessary family division. Your legacy plan should bring you peace of mind.

.02

Probate

Probate involves the process by which your Will is recognized by a Court to be the valid, controlling document with respect to assets you own at your death.

.03

Wills

Wills are used to name representatives of estates, specify to whom assets will pass at death, make specific and charitable bequests of assets, name guardians for minor children, and more.

.04

Trusts

Loberg Law Office, LLP, will give you an honest assessment whether you need a Trust.

Revocable (Living) Trusts
Irrevocable Family Trusts
Intentionally Defective Grantor (Medicaid) Trusts
Transfer on Death Deeds
Life Estate Deeds

.05

Durable (Financial) Power of Attorney

It allows the agent to make decisions concerning any financial matters. While it is generally effective immediately upon being signed, it is usually not used until the individual becomes incompetent.

.06

Health Care Power of Attorney (Living Wills)

This is a document signed by an individual giving authority to another to make health care decisions. The Health Care Power of Attorney does not become effective until the individual becomes incompetent.

.07

Special Needs Trusts

A special needs trust is designed to make sure that a beneficiary with disability will receive your inheritance and remain eligible for significant government benefits.

Testimonials

★★★★★ 5/5

The Loberg office handled my case perfectly, professionally, and efficiently. Thank you Jens. You are a sharp lawyer, and a nice guy.

Scott Black

★★★★★ 5/5

He genuinely cares about his clients and will take time out from his weekends to keep in contact. He Is very professional but still extremely easy to talk to. I have nothing but good things to say about this man! thank you for all the hard work and dedication.

Jocselyn Enloe

Loberg Law Office, LLP has the experience and resources to assist you in elder law matters including estate planning, medical care planning, long-term care planning, disability planning, veterans’ benefits, and elder abuse. Our elder law attorneys also helps in the creation of legal documents, like a power of attorney, which lets you choose a trusted individual to handle legal matters and make decisions on your behalf.

Let us give you peace of mind by arranging your future through asset planning and preservation.

Our Elder Law Attorneys Preserve Your Wealth

You’ve worked hard to reach your financial goals and secure the future of your family. The next step is preparing for the future and protecting your assets. We help you with this through the following:

Care Coordination

Long-term care sounds more appealing as people grow older or as an illness gets worse. We help you navigate the rules of medical assistance and care coordination in Wisconsin.

Guardianship

In addition to defining the benefactors of your assets, a last will and testament also dictates the legal guardians for minor children. We also assist with testamentary trusts for these benefactors.

Financial Representation

Be confident that your wealth will go to the right people and/or charities. We assist you with financial planning and all legal matters regarding the eventual distribution of your estate.

Our lawyers make planning for your future as simple and efficient as possible. We process all necessary legal documents. We also make sure these documents comply with state and local laws.

Choose an Experienced Attorney to Protect Your Best Interests

You worked hard to establish your estate, so we make sure they are distributed the way you want them to be. We also lay the foundation for a harmonious distribution among family members and beneficiaries to prevent unnecessary division.

Our Wisconsin law office is a member of the National Academy of Elder Law Attorneys, ElderCare Matters Alliance, and Academy of Special Needs Partner. We have sufficient resources and references to draft all legal documents needed in the management and distribution of your assets.

We also make our estate and legacy planning process as easy and efficient as possible:

1. We forward a will questionnaire for you to fill out
2. We review your estate and legacy planning goals
3. We help you determine the most sensible actions
4. We draft legal documents and implement your plan

Gain peace of mind by doing the best you can to not only protect and preserve your legacy, but also plan for the future of your personal and health care concerns.

Contact our Ellsworth law practice today for any question about elder law.