Meet ALISON C. PETRI

Alison C. Petri

Trusts and Estates, Elder Law, and Post Death Administration

Available for Appointments in Manitowoc and Sheboygan

About Alison: Alison empathizes the importance of family at work and at home. While not at the office, Alison spends most of her time with her family at various sporting events cheering on her three kids.

Overview:

"Trust is one of the most important factors in a successful attorney-client relationship. The best way to earn a client’s trust is by being honest, knowledgeable, and personable. SB Law specializes in Business, Trusts and Estates, and Real Estate law, so our clients can trust that they are receiving the most qualified advice. I care about what happens to a client, their family, and their business as if it were my own. My hope is for each client to be a client for life."

Community and Professional Involvement

Ascend Services - Manitowoc County Board Member
Friends of Uptown Social (f/k/a Friends of Sheboygan Senior Center) Board Member and Vice President
Lakeshore CAP, Inc. Board Member (serving Manitowoc, Sheboygan, Kewaunee,

and Door counties)

Woodland Dunes Nature Center and Preserve – Tropical Blast Fundraiser Planning Committee Member (previous)
National Academy of Elder Law Attorneys Member
Elder Abuse and Vulnerable Adult Interdisciplinary

Team for Manitowoc County Member

Junior Achievement Board Member and Volunteer (previous)
Manitowoc County Senior Center Volunteer Presenter and

Free Legal Consultation Provider (previous)

Department of Veterans Affairs Accredited Attorney
Wisconsin State Bar Association (Elder Law, Real Estate and

Probate Section) Member

Manitowoc County Bar Association Member
Sheboygan County Bar Association Member
De Pere/Oneida Girl Scout Troop 4049 Leader (previous)
Green Bay Estate Planning Council Member (previous)
Manitowoc Women in Management Member and Programs Chair (previous)

Education

University of Oregon School of Law (Juris Doctorate)
University of Wisconsin - La Crosse (B.S., honors, Political Science/Professional Writing)

Ashwaubenon High School

Experience:

Alison helps many clients with their various elder law needs of estate planning, Medicaid planning and qualifications, guardianships, and other tools to help her clients with this often challenging and confusing area of law. She works hard to ensure her clients understand all options available to them that meet their ultimate planning goals. Examples of Alison's work include:

Counsel and provide clients with long term care options including Medicaid and Veteran’s Benefits.
Assist clients with Medicaid applications, reviews, and denials.
Counsel and draft various estate planning documents including powers of attorney, wills, revocable trusts, irrevocable trusts, transfer on death deeds, marital property agreements, pre and post nuptial agreements, special needs trusts, WisPACT trusts, and numerous other planning documents.
Petition for and represent clients in guardianships and protective placement matters.
Counsel clients in post-death matters.
Petition for and represent clients in probate administration including the sale of real estate during such administration..
Assist Trustees in post-death trust administration.
Work with clients in all stages of real estate transactions.
Apply for 501(c)(3) exemption and Wisconsin recognition and exemption for clients.
Assist clients with business law and real estate matters.