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Mark J. Rogers - Milwaukee, WI
759 N. Milwaukee St.Suite 615 Milwaukee, WI 53202
Angermeier & Rogers, LLP
Milwaukee Estate Planning Lawyer
Overview
I transitioned from trial work to estate planning in 1995. From there my practice was limited to estate planning and its related areas of practice-trust administration and probate. Eventually, I and my firm added Elder Law in 2007, which provided us tools to assist clients in preserving assets while receiving Medicaid long term care benefits. This allowed the firm to provide a more complete range of services as our clients aged.
Along the way I have had the privilege of adding an excellent group of estate planning and Elder law attorney to carry out our culture of listening carefully to our client's goals and concerns, and then providing legally sound, practical solutions that work as expected.
We are different in that (1) our firm funds every trust that we create; (2) we charge fixed fees, not by the hour; this encourages our clients to call with questions without fear of getting a bill; initial conferences are at no charge; this includes review of a client's existing plan.
About Mark J. Rogers
Practice Areas
- Estate Planning 60%
- Trust Administration and Probate 20%
- Elder Law- Medicaid Long Term Care Eligibility 20%
Current Employment Position(s)
- Partner
Languages
- English (Primary)
Qualifications
Bar Admissions
- Wisconsin, 1974
Other Affiliations
- EPICOR (Estate Planning Institute of Collaborative Resources) (Founding Fellow and Past Chancellor, (2010-2011; 2002-03))
- Illinois/Wisconsin Forum of Estate Planning Attorneys, 1998 - Present (Board of Directors)
- Wisconsin Forum of Estate Planning Attorneys, 1997 - 1999 (Chairperson)
- WealthCounsel , 2006 - 2019 (Member)
- State Bar of Wisconsin, Real Property, Probate and Trust Law, and ELDER Law Sections (Member)
- Milwaukee Bar Association, Probate Practice and Procedure Section (Member)
- Wisconsin Council of Estate Planning Attorneys, 1998 - 2019 (Member, Former Chairman )
- ElderCounsel , 2008 - 2019 (Charter member )
- National Academy of Elder Law Attorneys , 2007 - 2019 (Member )
- WISNAELA- Wisconsin Elder Law Section , 2010 - 2019 (Member )
Education
- Indiana University at Bloomington School of Law, Bloomington, Indiana, 1974
J.D., Doctor of Jurisprudence
Honors: cum laude
Law Review: Indiana Law Review, Managing Editor, 1973 - 1974 - University of Illinois, Urbana, Illinois, 1970
B.S., Bachelor of Science
Major: Psychology
Past Positions
- Whyte & Hirschboeck, S.C., Associate, 1976 - 1978
- Honorable Myron L. Gordon, United States District Judge, Eastern District of Wisconsin, Law Clerk, 1974 - 1976
Classes and Seminars
- ABCs of Medicaid , Angermeier & Rogers, LLP, 2008 - 2019
- Basics of Estate Planning , Angermeier & Rogers, LLP, 1995 - 2019
- Trust Planning in a Post-Estate Tax World , Angermeier & Rogers, LLP, 2014 - 2019
- Coordinating Retirement Assets with Trust Planning , Angermeier & Rogers, LLP, 2006 - 2019
Achievements
Other Sources of Feedback About Mark J. Rogers
Included on the 2021 Wisconsin Super Lawyers list
Past Lists
- 2020 Wisconsin Super Lawyers list
- 2019 Wisconsin Super Lawyers list
- 2018 Wisconsin Super Lawyers list
- 2017 Wisconsin Super Lawyers list
- 2016 Wisconsin Super Lawyers list
- 2015 Wisconsin Super Lawyers list
- 2014 Wisconsin Super Lawyers list
- 2013 Wisconsin Super Lawyers list
- 2012 Wisconsin Super Lawyers list
- 2011 Wisconsin Super Lawyers list
- 2010 Wisconsin Super Lawyers list
- 2009 Wisconsin Super Lawyers list
- 2008 Wisconsin Super Lawyers list
Honors
- FIVE STAR: Best in Client Satisfaction Wealth Manager SM, 2009 - 2014
- Listed in the Wisconsin Super Lawyers, 2008 - 2015
- Finalist for position of U.S. Magistrate Judge, 1995 - Present
- Recognized in Milwaukee Magazine survey of Best Lawyers in Milwaukee, 1985, 1990, 1995
- Rated "AV" Preeminent (highest ability, highest ethics) by LexisNexis Martindale-Hubbell Law Directory, 1987 - 2019
- Founding Fellow and Chancellor (2010-11) (2015-16) EPICOR (Estate Planning Institute of Collaborative Resources)
- Chairperson of the Wisconsin Council of Estate Planning Attorneys , 1995 - 1997
Office Information
Address
759 N. Milwaukee St.Suite 615 Milwaukee, WI 53202
Phone
Accepts Credit Cards
Yes
Office Hours
Monday-Friday: 9:00am - 4:00pm, Saturday-Sunday: Closed
Publication
Articles
- Contributing author: Love, Money, and Control: Reinventing Estate Planning (2004), Esperti Peterson Institute
- Co-Author: Handling the Generation Skipping Transfer Tax in Wisconsin (2003), National Business Institute
- Co-Author: Your Life Your Legacy: The Fundamentals of Effective Estate Planning (2003), 2009
Consumer guide to effective estate planning. The book is in question and answer format, written in plain language. - Co-Author: Your Life Your Legacy II: Protecting Those You Love (2013), 2013
The book is in question and answer format, written in plain language. I address special subjects life planning for retirement assets, planning for pets, Medicaid long term care eligibility and post death trust administration.
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