Estate planning designed to ensure seamless asset management

Noleta Jansen guides her clients on complex estate planning, as well as estate and trust administration matters, to ensure smooth asset management and maximize assets available for transfer to beneficiaries through smart tax planning. She also represents fiduciaries and beneficiaries in trust, estate and fiduciary disputes. In particular, Noleta advises clients on:

• Planning and making lifetime gifts and preparing gift tax returns.
• Determining powers of attorney for health care and living wills to ensure their wishes will be honored when the need arises.
• Obtaining guardianship of incapacitated adult family members.
• Trust accounting and termination matters.
• Making claims against estates and trusts.

Bar Admissions

• Wisconsin

Education

• Marquette University (B.A., summa cum laude, 1999)

• University of Wisconsin Law School (J.D., cum laude, 2003)
  • Wisconsin Law Review (Staff Member; Note & Comment Editor)
  • Dean's List
  • Order of the Coif. State Bar of Wisconsin 2002–2003 Law Student Tax Writing Competition (Winner)

• "Attorney-Client Privilege: The Fiduciary Exception"
• "Estate Administration"
• "Federal Income Tax Basics That a Charitable Gift Planner Should Know”
• "Guardianship for Developmentally Disabled Young Adults: Basics and Resources”
• "Practical Approaches to Estate Planning"
• "Valuation Discounts through the Eyes of the IRS and, More Importantly, the Federal Courts"
• “Death in Wisconsin: A Legal Practitioner’s Guide to Postmortem Administration”
• “Estate Planning for QSSTs and ESBTs”
• “Estate Planning for S Corporations: Knowing Where to Put Your Feet When Crossing the Stream”