Daniel B. Purtell

Daniel B. Purtell

Wilson Law Group, LLC | Wilson Law Group LLC • Madison, WI
BusinessEstate PlanningGeneral PracticePersonal InjuryProbate

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Contact

Email
Phone
(608) 535-5839
Address
7633 Ganser Way, Madison, WI, 53719, US

Professional

About

Attorney Daniel Purtell is an Estate Planning Law Specialist and Accredited Estate Planner® as certified by the National Association of Estate Planners and Councils and accredited by the American Bar Association. Attorney Purtell is an active member of WealthCounsel, ElderCounsel the Wisconsin Council of Estate Planning Attorneys (past-President), the Madison Estate Council, the State Bar of Wisconsin (Real Property, Probate and Trust Law Section), and an Accredited Veterans Administrative Attorney. He is also committed to his community through involvement in the Optimist Club, being an active AALA member, and through his activity in the Middleton High School Boys Lacrosse program (President). Attorney Purtell provides educational programs both for the public and professional advisors in the areas of general estate planning, elder law, wealth transfer strategies, planning for young families, and issues relating to business succession. He is the co-author of Your Life, Your Legacy – The Fundamentals of Effective Estate Planning (2009), Your Life, Your Legacy II: Protecting Those You Love (2010), and has written numerous published articles on various estate planning topics.

About Business Law

Business law attorneys advise companies on legal matters including formation, contracts, compliance, and transactions. They help businesses navigate regulatory requirements and protect their interests. Common matters include business formation, contract drafting, mergers and acquisitions, commercial disputes.

Credentials

Education
1999 University of Wisconsin Law School Juris Doctorate 1995 University of Wisconsin, Platteville Bachelor of Arts
Languages
English

Recognition & Involvement

Awards
2016 Accredited Estate Planner, National Association of Estate Planning Councils 2016 Estate Planning Law Specialist, National Association of Estate Planning Councils 2016 Executive Register, InBusiness Magazine 2015 Estate Planning Law Specialist, National Association of Estate Planning Councils 2015 Accredited Estate Planner, National Association of Estate Planning Councils
Publications
2016 Journey of Aging Reviewing Finances with Your Aging Parents 2010 InBusiness Magazine Inaction on Federal Estate Tax No Excuse Not to Succession Plan 2009 My Dog Magazine Planning for our "Furry" Children 2009 Lasting Legacy- Catholic Diocese of Madison Stewardship Newsletter What is Charitable Gift Planning? 2008 50 Plus Lifestyles Grave Robbery: Identity Theft of the dead and how to prevent it
Associations
2013 - Present Better Business Bureau of Wisconsin, Inc. Member, company 2012 - Present American Agricultural Law Association Member 2011 - Present Academy of VA Pension Planners Member 2011 - Present Knights of Columbus Knight 2006 - Present The Advisors Forum Member
Speaking
2015 State Bank of Cross Plains Client Forum The Legacy of Planning with IRAs 2015 Quarterly Educational Program Planning for Disability in the Estate Plan 2015 Quarterly Educational Program Proactive Medicaid Planning 2015 Quarterly Educational Program Planning with IRAs in the Estate Plan 2015 Farm Succession Professionals Meetings Medicaid qualification and Estate Recovery update
Updated: Mar 08, 2026