Sometimes a deep dive is needed to uncover assets and accounting records in a variety of situations, such as:
Trustees may need assistance locating all trust assets or reviewing the actions of a prior Trustee.
Executors of estates may need assistance uncovering all estate assets and identifying what claims it may have against others for estate assets.
Beneficiaries of trusts and estates often need assistance protecting their interests to make sure trust or estate assets are properly managed and distributed.
Financial Elder Abuse
If you suspect elder financial abuse, we can help review financial records, address any mismanagement and provide assistance securing assets going forward.
Durable Power of Attorney Review
If a durable power of attorney agent is suspected of mismanaging assets, we can assist with obtaining financial records and reviewing the actions of the agent.
If you suspect employee theft or embezzlement, we can help you review your business's financial records.
Please let us know if you would like our assistance with any forensic accounting needs. We combine our legal resources with our accounting skills to help you get answers to your forensic accounting questions.
1251 W. Glen Oaks Lane, Mequon, WI 53092
F: (262) 238-6999