Eido M Walny
Estate & Asset Protection Planning Department
Gonzalez Saggio & Harlan's Estate & Asset Protection Planning Department attorneys are well versed in all areas of estate planning, including: wills, revocable (living) trusts, durable powers of attorney, healthcare powers of attorney, guardianships, executor services, prenuptial and postnuptial marital property agreements, probate, trust and estate administration, charitable trusts, dynasty trusts, irrevocable life insurance trusts, qualified personal residence trusts, family limited partnerships, grantor retained annuity trusts, intentionally defective trusts, conservation easements, special needs and supplemental needs trust and other complex trust and planning tools. Our attorneys are also skilled in developing business succession plans for family owned and closely held business owners that are both tax efficient and economically viable to the buyers and sellers.
Group attorneys work with individuals to establish an estate plan that is tailor made to the specific needs of the client and sensitive to each individual situation. Our attorneys understand the personal and sensitive nature of estate planning and work diligently to provide the highest levels of customer care and prudent follow-up services.
Benefits of having an estate plan:
* Minimize your exposure to federal and state taxes.
* Avoiding probate to the greatest extent possible.
* Maintaining privacy with regard to your property.
* Estate and income tax savings.
* Creditor protection in certain instances.
* Prudent and secure asset transitions, including to minor children or grandchildren.
* Cost-effective, tax efficient charitable giving.
* Input into guardianship issues, should they become relevant.
* Manage and protect family wealth.
Who would benefit most from an estate plan:
* You have minor children.
* Your total net worth exceeds $2 million.
* You own a business.
* You own real estate or other property in multiple states or countries.
* You have recently been divorced or remarried.
* You or your spouse has children from a previous marriage.
* You own highly appreciated assets.
* You have charitable aspirations.
* You have a child or other beneficiaries with special needs.
* You are a business or professional with significant liability exposure (e.g. doctor, lawyer, dentist).
Accredited Estate Planner & Estate Planning Law Specialist - National Association of Estate Planners & Councils
Eido M Walny
Gonzalez Saggio & Harlan LLP
225 E Michigan St - 4th floor
Milwaukee WI 53202
Tel: 414 277-8500
Fax: 414 277-8521
Eido M. Walny received his J.D. from the Boston University School of Law, where he was the Executive Articles Editor of Boston University International Law Journal. He earned an A.B. in Political Science, with honors, from The University of Chicago. Mr. Walny’s practice focuses on estate planning, asset protection, business succession, probate, trust administration, and he is also experienced in business, tax, and real estate law.
Mr. Walny provides counseling to protect multi-generational family wealth, including drafting wills, revocable trusts, and irrevocable trusts designed to mitigate the effect of taxes, leverage wealth, and minimize the risk of creditors’ claims. His experience also includes structuring family and business succession plans, non-probate transfers, trust and probate administration, and preparation of guardianships. Mr. Walny also prepares health care powers of attorney, financial powers of attorney, living wills, and medical privacy (HIPAA) waivers. In addition, he commonly utilizes will alternatives, advances charitable giving, and does planning for families with special needs children.
Mr. Walny is a member of the Real Property, Probate, and Trust Law section of the State Bar of Wisconsin, the New York State Bar Association, the Illinois State Bar Association, and the American Bar Association, as well as a member of the Milwaukee Bar Association, Waukesha County Bar Association, Waukesha County Estate Planning Council, and Milwaukee Estate Planning Forum. He is also a member of the London-based Society of Trust and Estate Practitioners (STEP), a group which offers resources for attorneys whose clients face international estate planning issues. He is a frequent speaker on estate planning, charitable giving methods, and topical business issues. Mr. Walny is admitted to practice in Illinois, New York, Wisconsin, and the U.S. District Court for the Eastern District of Wisconsin.
Mr. Walny has been named a Wisconsin Rising Star in Milwaukee Magazine, a recognition granted to fewer than 2.5% of attorneys in the state. He was also named a Five Star: Best in Client Satisfaction Wealth Manager for 2009 by Milwaukee Magazine. Through the National Association of Estate Planners and Counsels, Mr. Walny is certified as an Accredited Estate Planner (AEP) and an Estate Planning Law Specialist (EPLS), the latter of which is the highest designation for an estate planning attorney that is currently recognized by the American Bar Association. Approximately forty-two attorneys in the nation have attained the EPLS designation. He has also been awarded the international TEP designation from the Society of Trust and Estate Practitioners.
Mr. Walny is a Trustee for the Village of Bayside, Wisconsin, and serves on the Bayside Finance and Administration Committee, Public Works Committee, and is an alternate on the Board of Zoning Appeals. He also serves on the Associate Board of Directors of the Zoological Society of Milwaukee, and the Board of Directors of the Milwaukee Chamber Orchestra. In addition, Mr. Walny has been honored as a charter member by the Greater Milwaukee Foundation Mueller Society in recognition of the advancement of philanthropy, and the President’s Advisory Council of the Froedtert Hospital Foundation. ESTATE & ASSET PROTECTION PLANNING
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