Estate Planning and Probate

Fox, O'Neill & Shannon, S.C. provides a full range of services regarding the management, creation and transfer of wealth, and minimizing its taxation. The firm provides advice regarding the various transfer methods available, and determines the best method for our clients. These methods include wills, trusts, prenuptial and postnuptial agreements, and community property agreements.

FOS also provides services in planning for retirement and creation of succession plans for a family or closely-held business. The firm assists in selecting insurance products for clients and investment advisors. It also handles personal matters, such as guardianships and adoptions. In addition to estate planning, the firm provides trusts, powers of attorney, health care powers of attorney and directives to physicians.

The firm also has extensive experience in probating wills in Wisconsin and the various states. This includes obtaining closure letters with the various taxing authorities and resolving various transfer issues.

The attorneys of FOS's estate planning and probate practices are:

• William Fitzhugh Fox
• Allan T. Young
• Gregory J. Ricci