Noleta Jansen

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.

• Helps clients understand the estate planning tools available and relevant to them, preparing estate plans tailored to their individual family and financial circumstances and maximizing assets available for transfers to beneficiaries through appropriate tax planning techniques.
• Advises trustees and personal representatives regarding all aspects of trust and probate estate administration, including court oversight and determination of the appropriate procedure; determination and collection of assets, debts, claims and expenses; tax issues and returns; and prompt distribution of assets in accordance with the decedent's wishes and applicable state law.
• Represents fiduciaries and beneficiaries in various estate and trust disputes, including claims of breach of fiduciary duty, and will and trust contests.
• Represents trustees in court proceedings relating to instruction and reformation of governing instruments, to protect rights and achieve desired results.
• Counsels clients in relation to their rights arising under Wisconsin's marital property law.