Walny Legal Group LLC
About
Founded in 2011 and based in Milwaukee, Wisconsin, Walny Legal Group LLC is a boutique law firm renowned for its expertise in elder law and estate planning. The firm offers a wide range of services, including asset protection planning, business succession, family dispute mediation, and long-term care planning. They are known for their comprehensive solutions tailored to the needs of a diverse client base, ranging from everyday individuals to business owners, healthcare professionals, and athletes. Walny Legal Group LLC is dedicated to delivering unparalleled service and support, helping clients navigate the complexities associated with aging, disability, and planning for long-term care.
Specialties
Issue status
Agreed, Contested
New or existing case
New motion or petition, Case in process, Mediation, Appeal
Service type
Consultation / advice, Representation
Location and hours
Walny Legal Group LLC
250 E Wisconsin Ave Ste 1750
Milwaukee, WI 53202-4208
Wed
Thu
Fri
Sat
Sun
Mon
Tue
12:00 a.m. – 12:00 PM
12:00 a.m. – 12:00 PM
12:00 a.m. – 12:00 PM
12:00 a.m. – 12:00 PM
12:00 a.m. – 12:00 PM
12:00 a.m. – 12:00 PM
12:00 a.m. – 12:00 PM
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Resume
Work Experience
Attorney
Walny Legal Group, LLC
2015 - Present
Law Clerk
Walny Legal Group, LLC
2015 - 2015
QDRO assistant
Divorce Financial Solutions
2014 - 2015
Research Assistant - Professor Andrea K. Schneider
Marquette University Law School
2013 - 2015
Attorney
Walny Legal Group
2012 - Present
Attorney
Grace Masson and Associates
2010 - 2012
Attorney
Drinka, Levine and Masson
2009 - 2010
Owner
Walny Legal Group LLC
2011 - Present
Partner
Gonzalez Saggio & Harlan LLP
2008 - 2011
Associate
Schott, Bublitz & Engel, S.C.
2006 - 2008
Associate
Niebler, Pyzyk, Klaver & Wagner, LLP
2004 - 2006
Associate
Reinhart Boerner Van Deuren
2001 - 2003
Education
Marquette University Law School
2016
Marquette University Law School
2015
University of Wisconsin, Milwaukee
2013
University of Missouri, Columbia
2012
Marquette University
2009
Saint Mary's College
2006
Boston U
2001
Marquette University Law School
2019
Indiana University School of Law, Bloomington
2022
University of Chicago
1998
Marquette University
Law
2009
Saint Mary's College
Political Science and Economics
2006
Marquette University Law School
Law
2015
University of Missouri, Columbia
2012
Marquette University Law School
1999
John Marshall Law School, Chicago
Law
2007
Boston U
2001
University of Chicago
Political Science
1998
Associations & Affiliations
ACAP - Adaptive Community Approach Program
Board Directors - Secretary
National Academy of Elder Law Attorneys
LPGA Amateur Golf Association (Milwaukee)
Golf League and Education Director - Board of Directors
State Bar of Wisconsin, Elder Law Section
Board Member
Milwaukee Bar Association
Board Member
Life Navigators, Inc.
Trust Committee Member
Milwaukee Bar Association
Member
Milwaukee Estate Planning Forum
Board Member
Milwaukee Estate Planning Forum
Member
Saint Mary's College Milwaukee Alumnae Club
President
Society of Financial Service Professionals
Board Member
Wills for Heroes Foundation
Estate Planning Specialist
Milwaukee Bar Association
Member
State Bar of Wisconsin
Member
Marquette Volunteer Legal Clinic
Attorney Volunteer
American Cancer Society
Nationwide Gift Planning Advisor Council
Village of Bayside
President
Illinois State Bar Association
Member
New York State Bar Association
Member
Society of Trust and Estate Practitioners
TEP
Zoological Society of Milwaukee
Board Member
National Association of Estate Planners and Councils
Member
Milwaukee Estate Planners Forum
President
Waukesha County Bar Association
Member
Waukesha County Bar Association, Probate and Estate Planning Section
Member-At-Large
American Bar Association
Member
Milwaukee Bar Association, Estate and Trust Section
Member
American Bar Association, Real Property, Trust and Estate Law Section
Member
Milwaukee Bar Association
Member
Village of Bayside, WI
Trustee
Milwaukee Chamber Orchestra
Board Member
State Bar of Wisconsin
Member
Artworks for Milwaukee
Board Member
Publications
State Bar of Wisconsin PINNACLE
Wisconsin's Attorney Desk Reference 2020
2020
The AEP® ALERT, a publication for Accredited Estate Planner® Designees
Civil Litigation: the Newest Consequence of Bad Long-Term Care Planning
2019
Wisconsin Lawyer
Mediating Probate and Estate Disputes
2015
Journal of Financial Service Professionals
Decanting: Breathe New Life Into an Irrevocable Trust
2014
NAEPC Journal of Estate and Tax Planning
The Future of Estate Planning: Focus on the Legal Practitioner
2014
Estate Planning Magazine
Pro Athlete Clients: Spring Training for Planners
2012
Speaking Engagements
Annual Consultant's Conference
2019
Medicaid and Veterans (VA) Benefits: Planning for Lookback Periods and Ensuring Eligibility
2019
Adult Guardian ad Litem (GAL) Training
The Public Benefits Every GAL Should Know
2017
Planning for Medicaid: From Start to Finish
Planning for Medicaid: From Start to Finish
2019
Estate Planning from Start to Finish
Purpose and Practice of Estate Planning
2015
Estate Planning from Start to Finish
Types of Ownership and Property Transfer
2015
Pre-Retirement Conference
Pre-Retirement Estate Planning
2015
Drafting Effective Wills and Trusts
Using Living Trusts and Powers of Attorney as Estate Planning Tools
2015
Estate Planning and Administration 101
Testamentary Documents: Must Have Provisions and Drafting Do's and Don'ts
2015
Estate Planning and Administration 101
Probate Process Overview
2015
Trusts 101
Revocable Living Trusts
2014
Wells Fargo Business Roundtable National Teleconference
Estate Planning for Business Owners: Life Insurance and ILITs
2014
Estate Planning from A to Z
Who is the Fiduciary
2013
Estate Planning from A to Z
Revocable Living Trusts
2013
Business Advisory Roundtable
Effective Uses of the 2012 Gift Tax Exemption for Business Owners
2012
Business Advisory Roundtable
Revisiting ILIT as a Planning Vehicle for Business Owner
2011
Business Advisory Roundtable
The Beneficiary Defective Trust
2011
Annual Update Symposium Milwaukee
Dynastic Life Insurance Trusts
2011
Annual Update Symposium Madison
Dynastic Life Insurance Trusts
2011
Fee Based Planners' Meeting
Creative Uses of Life Insurance Trusts
2011
Fee Based Planners' Annual Meeting
Estate Planning for the Non-Traditional Family
2011
Annual Meeting
The Dynastic ILIT
2011
NBI Estate Planning Seminar
Top 10 Estate Planning Techniques
2009
Milwaukee Bar Association Seminar
Trust Process Start to Finish
2009
Business 101
Business Basics for Start-ups
2008
2nd Annual NBI Charitable Giving Seminar
Charitable Giving from A to Z
2008
NBI Estate Planning Seminar
Estate Planning Basics
2008
NBI Estate Planning Seminar
Key Issues in Estate Planning and Probate
2008
NBI Estate Planning Seminar
Minimizing Client Estate Taxes With Plans That Work
2008
NBI Estate Planning Conference
Navigating the Trust Process from Start to Finish
2008
Fall Luncheon
Estate Planning 101
2008
NBI Summer Series
Advanced Estate Planning Techniques
2007
NBI Summer Series
The Probate Process From Start to Finish in Wisconsin
2005
Services offered
Family Law Attorney
Divorce Lawyer