Asset Protection Planning

Asset Protection Planning

The right estate plan can offer you and your business protection from unexpected liabilities or expenses including:

  • Divorce
  • Health issues
  • Long-term care needs
  • Creditors
  • Lawsuits

This isn't your typical estate planning law firm.

I built my practice because I saw a need for business owners and families in Wisconsin to be served in a new, better way.

That's why every estate plan includes the following benefits and services:


Personalized Protection For What Matters Most to You

Open communication and an understanding of your options are key to designing a plan that best serves your goals and wishes.

I offer flat-fee pricing so that nothing is rushed or left out of your plan...

plus, you never have to worry about receiving a surprise bill for a phone call or email.


Kids Protection Planning

If you have minor children, just having a will alone will not protect your children from being placed in the care of strangers in the event that you become incapacitated or die.

We'll set up a comprehensive Kids Protection Plan that legally names temporary and permanent guardians for your children.


Your Plan Stays Up to Date

Most law firms lack the systems to follow up with changes to your lifestyle, family, and assets, resulting in an out-of-date plan that will not work.

We review your plan, free of charge, every three years to ensure your plan accounts for changes in your life.


Your Assets Will Be Preserved and Protected

  • We will send letters out to everyone named in your plan to ensure they know what to expect and how to carry out your plan and wishes.
  • We inventory and maintain a list of your assets throughout your life to avoid losing them to the Wisconsin State Department of Unclaimed Property.
  • We provide asset accountability to make sure your assets are owned in the right way.


We Pass On More Than Just Your Money

Passing on your legacy is about more than just money and stuff. I'll help you share and preserve your values, stories, and more during your Family Wealth Legacy Interview.

How We'll Work Together

Milwaukee Estate Planning Lawyer Stefanie Trinkl


We start with a careful review of what would happen to you and your loved ones under your current estate plan, or without a plan.

drafting will and trust on laptop


Once you're equipped to make an informed decision, we'll work with you to design a plan based on your goals and values.

preserve legacy


Most estate plans stop short at protecting your financial assets. I'll help you preserve and pass on what really matters to you.

Feel Confident In Your Plan

We want you to feel confident that you are making the best choices for yourself and your loved ones. Before creating a personalized plan, I will ask questions to get a full picture of your situation and goals. Then I will help you understand your options without talking down at you or overwhelming you with jargon or confusing legalese.

We've thoughtfully packaged what we do into customizable options for you and your family. All of our fees are flat-rate and agreed to in advance so there are no surprises.

What's Included In Your Estate Plan?

Your plan may include elements of all of the following, depending on what is best for you and your family:

1. Wills, Trusts, and General Powers of Attorney
2. Health Care Directives and Medical Powers of Attorney
3. Guardianship Nominations
4. Asset Protection Planning
5. Special Needs Planning
6. Probate
7. Trust Administration

Attorney Stefanie Trinkl

Hi, I'm Stefanie,

Wisconsin Estate Planning & Business Planning attorney

I'm passionate about helping Wisconsin families and business owners protect their assets and preserve what matters to them for generations to come.

When I first started practicing law in Milwaukee, I realized the estate planning industry isn't designed to serve growing families or protect their children to the fullest extent possible.

That's why I started Trinkl Estate Planning, S.C.

My goal is to offer Wisconsin families, business owners, and individuals a holistic and welcoming approach to estate planning, asset protection, and business planning.

Let's build a plan tailored to your needs. To schedule your free 15-minute initial consultation, click below.

Schedule Free Initial Consultation
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Make a Smart Choice for Your Family

Learn how DIY legal services, one-size-fits-all legal documents, and price-shopping for legal counsel can lead to:

  • Divisive family conflict over assets
  • Thousands of dollars needlessly spent on court and legal fees
  • Estate plan documents that fail to account for inevitable life changes
  • Assets lost to the Wisconsin State Dept. of Unclaimed Property
  • Inheritances diminished by probate

    Get instant access to this free guide and learn how to protect and preserve your assets and legacy.


Milwaukee Bar Association
personal family lawyer

Trinkl Estate Planning, S.C.

PO Box 453 Greendale, Wisconsin 53129

E: P: 414-502-7712

Business Hours

Monday to Friday 8:30 am - 4:30 pm

Other meeting times available by appointment