Trusted Guidance, Compassionate Care, Lasting Peace of Mind.

McCormack Law, LLC is a boutique estate planning law firm focused on delivering highly personalized, compassionate, and comprehensive estate planning and post death administration services for individuals, families, and small business owners.

Whether clients are planning for the future, managing unexpected life changes, or navigating complex family dynamics, the depth of knowledge and personalized approach at McCormack Law, LLC make it a trusted partner in achieving lasting peace of mind.

Amanda J. McCormack, Founder and Principal Attorney

Hi, I’m Amanda McCormack, your trusted guide on the path to comprehensive estate planning and peace of mind.

With nearly two decades of legal experience, I’m here to help you navigate the complexities of estate and tax planning, ensuring that your legacy is protected and your wishes are honored. Whether you’re looking to create a tailored estate plan, manage post-death administration, or minimize transfer tax liabilities, I’ll work closely with you to craft strategies that align with your goals.

Let’s embark on this journey together, where your family’s future is in safe hands, and your peace of mind is my top priority.

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What Clients are saying about Mccormack law, llc

Knowledgeable and Caring

“Amanda helped my husband and I update our will and trust… She is knowledgeable, caring, and passionate about helping people plan their estates and legacy.”

– Beth F.

Kindness and Reassurance

“After experiencing a series of personal losses… the thought of creating an estate plan felt overwhelming, but Mandy made the entire experience manageable and even reassuring.”

– Julie M.

Stress-Free Process

“Amanda and her staff take great care in walking you through what can be difficult topics and decisions. They make this process as stress-free as possible.”

– Paige A.

PROTECTING YOUR LEGACY WITH EXPERT ESTATE PLANNING AND ADMINISTRATION

At McCormack Law, LLC, we provide the following legal services.

Comprehensive Estate Planning

McCormack Law, LLC’s comprehensive approach to estate planning includes the preparation of wills and revocable trusts to create a road map for asset management and distribution, Wisconsin marital property agreements, financial powers of attorney to designate trusted individuals for financial decisions, and health care directives to ensure medical wishes are honored. Additionally, in Wisconsin, real estate deed work and small business transfer on death assignments are also included to best coordinate and align ownership interests and transfers with the overall estate plan.

Advanced Planning

Advanced estate planning often employs a range of irrevocable trusts to reduce or eliminate federal estate and gift taxes, preserving wealth for future generations. These trusts are structured to transfer assets out of the estate, thereby reducing taxable value while still providing for beneficiaries. Common types include irrevocable life insurance trusts (ILITs), spousal lifetime access trusts (SLATs), family lifetime access trusts (FLATs), inherited/gifting trusts, and charitable remainder trusts (CRTs), each offering unique benefits tailored to asset types, family goals, and charitable intentions. With careful structuring, these trusts minimize tax exposure while ensuring asset protection, privacy, and continuity of wealth.

Probate Administration

Probate administration in Wisconsin is the Court process of settling a deceased person’s estate, whose assets in his or her individual name exceed the Wisconsin probate threshold of $50,000. The probate process includes the Court validating the Will, if there is one, and appointing a personal representative to manage the estate. This personal representative is then responsible for inventorying assets, paying creditors, and distributing the remaining property to beneficiaries according to the will or, if none exists, Wisconsin’s intestacy laws.

Trust Administration

Similar to probate administration, post-death trust administration involves managing and distributing the assets held in a trust after the death of the trust creator, or grantor. The appointed successor trustee is responsible for gathering and valuing trust assets, notifying beneficiaries, settling any outstanding debts or taxes, and distributing assets according to the terms of the trust. This process may include filing tax returns, handling investments, and ensuring compliance with legal obligations. Post-death trust administration provides a more efficient alternative to probate, while still providing a structured approach to asset distribution, helping beneficiaries receive their inheritance efficiently and in alignment with the grantor’s wishes.

Federal Estate/Gift Tax and Fiduciary Income Tax Return Preparation and Filing

This service includes the preparation and filing of federal estate and gift tax returns, as well as fiduciary income tax returns for estates and trusts. Estate and gift tax returns ensure that any transfers of wealth are properly reported and assessed for potential taxes, minimizing tax liability within legal allowances. Fiduciary income tax returns report income generated by estate or trust assets during administration, ensuring compliance with IRS requirements. Accurate and timely filing of these returns is essential for settling tax obligations, preserving assets, and avoiding penalties, providing peace of mind for fiduciaries and beneficiaries alike.