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Roman A. Chojnacki - Milwaukee, WI

759 N. Milwaukee St.Suite 615 Milwaukee, WI 53202

Updated: 08/16/2021

Milwaukee Estate Planning with Revocable Living Trusts and Wills Lawyer

Overview

Roman has been assisting families with estate planning since 1999. In 2009, Roman joined Angermeier & Rogers, LLP. Roman focuses on planning with wills, trusts, and powers of attorney for health care and finance. Roman also assists clients with probate, trust administration, and elder law issues such as asset protection and Medicaid qualification.

Roman approaches the planning process by first learning about the client's family and financial situation...

Roman has been assisting families with estate planning since 1999. In 2009, Roman joined Angermeier & Rogers, LLP. Roman focuses on planning with wills, trusts, and powers of attorney for health care and finance. Roman also assists clients with probate, trust administration, and elder law issues such as asset protection and Medicaid qualification.

Roman approaches the planning process by first learning about the client's family and financial situation. Next various planning options are provided with specific recommendations. Roman especially enjoys educating his clients on the various estate planning tools available before they select the preferred strategy. Before starting work for a client, a fixed fee is set so that there are no surprises concerning the cost of the plan and the services provided.

Roman is also an accomplished estate planning seminar speaker. Since 2000, Roman has presented over a hundred programs to public audiences on various estate planning topics. Roman also has provided continuing education to financial advisors, CPAs, and life insurance professionals.

In 2019, Roman launched a blog on estate planning topics which can be found by searching Waukesha Estate Planning Educator.

Prior to focusing his practice in estate planning, Roman had a 10 year career as a corporate attorney at Golden Books Publishing Company (1990-1999). Roman also proudly served as an Naval Officer in the Judge Advocate General's Corps directly following graduation from law school in 1981 until 1988.

About Roman A. Chojnacki

Practice Areas

  • Estate Planning with Revocable Living Trusts and Wills 60%
  • Trust Administration 20%
  • Probate 20%

Litigation

  • 0%

Current Employment Position(s)

  • Senior Associate

Qualifications

Bar Admissions

  • Wisconsin, 1981

Other Affiliations

  • WealthCounsel, 2007 - Present (Member)
  • State Bar of Wisconsin, Real Property, Probate and Trust Law Section, 1981 - Present
  • Wisconsin Council of Estate Planning Attorneys, 2007 - Present
  • American Academy of Estate Planning Attorneys , 2000 - 2002

Education

  • Marquette University Law School, Milwaukee, Wisconsin, 1981
    Juris Doctor
  • Marquette University, Milwaukee, Wisconsin, 1977
    B. A.
    Major: Interpersonal Communications

Past Positions

  • Chojnacki Law Office, Solo Practitioner, 2006 - 2009
  • John T. Fields and Associates, Associate, 2005 - 2006
  • Ameriprise Financial, Personal Financial Advisor, 2004 - 2005
  • Jeffrey Leavell, S.C., Trial Attorney, 2002 - 2004
  • Chojnacki Law Office, Solo Practitioner, 1999 - 2002
  • Golden Books Publishing Company, Corporate Attorney, 1990 - 1999
  • Shepard Plating Company, Corporate Attorney, 1988 - 1990
  • Judge Advocate General's Corps, U.S. Navy, Naval Officer, 1981 - 1988
  • U.S. Navy , Officer, Judge Advocate, General Corps, 1981 - 1988

Achievements

Honors

  • Navy and Marine Corps Achievement Medal, 1984

Photo

Office Information

Address

759 N. Milwaukee St.Suite 615 Milwaukee, WI 53202

Fax

  • 414-289-0664

Accepts Credit Cards

Yes

Office Hours

Monday-Friday: 9:00am - 4:00pm, Saturday-Sunday: Closed

Publication

Articles

  • Article Editor, Naval Law Review, 1985

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Firm Address

Fax:
414-289-0664
Google Map
759 N. Milwaukee St.Suite 615 Milwaukee, WI 53202

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