Peter Joseph Walsh
Elder Law Attorney | Serving Waukesha, WI
Elder Law, Estate Planning, Litigation, Real Estate & Medicaid and Medicare
Biography
Peter assists clients with estate and business planning, trust and probate administration, taxation and elder law issues including Medicaid and Medicare. Peter has also litigated tax and non-tax issues for clients in Federal and State courts. Peter has a Master of Laws degree in Taxation, and he is licensed to practice law in Wisconsin, Illinois, and Florida.
Peter Assists Clients With
Peter Assists Clients With• Estate Planning
• Tax and Succession Planning
• Elder Law, Medicaid and Medicare
• Probate and Trust Administration
• Tax Controversies
• Business Matters
• Tax Exempt Organizations
• Real Estate
Examples of Peter’s Recent Work
Examples of Peter’s Recent Work• Preparation and implementation of more than 500 estate plans for distinct clients with interests in Wisconsin, Illinois, and Florida
• Successful representation of taxpayers in multi million dollar Income, Estate and Gift Tax Audits at the Federal and the State level, involving various legal issues and valuation disputes
• Successful representation of Lac La Belle Golf Club, Inc. in a multi million dollar real estate tax dispute with the Village of Lac La Belle
• Successful representation of parties in will contests and a wrongful death action
• Serving as co-lead counsel for the participants of the 401(k) Savings Plan for Harnischfeger Industries, Inc. in the case of Kling v. Fidelity Management Trust Co. which led to the recovery by the participants of $10.85 million
• Successful resolution of Title XIX eligibility issues permitting the qualification of clients for needed government medical assistance
Court Admissions
• Wisconsin
• Illinois
• Florida
• U.S. District Court for the Eastern District of Wisconsin
• U.S. District Court for the District of Massachusetts
• U.S. Court of Appeals for the Seventh Circuit
Practice Area
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Peter Joseph Walsh
Elder Law, Estate Planning, Litigation, Real Estate & Medicaid and Medicare