Get in Touch - 414-454-9102
Get in Touch - 414-454-9102
Heather B. Poster
- Partner
Location:
Milwaukee, WI
Phone:
Fax:
414-273-3223
Email:
Heather Burgess Poster (B.A. with distinction, University of Wisconsin, 1999; J.D. with honors, Marquette University Law School, 2002), is a shareholder with the law firm of Becker, Hickey and Poster, S.C., Milwaukee, Wisconsin. Her practice focuses on the representation of the elderly and individuals with special needs in matters such as family law, estate planning, public benefits and advanced directives/guardianship.
Heather is a board member (past-chair, program co-chair) of the Wisconsin Chapter of the National Academy of Elder Law Attorneys' Board of Directors. She is an advisor to and the past chair of the State Bar of Wisconsin's Elder and Special Needs Section (ELSNS) Board. She also serves as the ELSNS Liaison to the Board for WisPACT, Inc., the non-profit organization that oversees pooled and community trusts for persons with disabilities.
For more than ten years, Heather has been a co-editor of the Medicaid Divestment Chapter of the Attorney's Desk Reference and the Medicaid Chapter of Advising Older Clients and Their Families, both published by the State Bar of Wisconsin.
Areas of Practice
- Elder and Special Needs Law 70%
- Estate Planning 25%
- Family Law 5%
Current Employment Position(s)
- Partner
Bar Admissions
- Wisconsin, 2002
- U.S. District Court Eastern District of Wisconsin, 2002
Education
- Marquette University Law School, Milwaukee, Wisconsin
- J.D. - 2002
- Honors: cum laude
- The University of Wisconsin, Madison, Wisconsin
- B.A. - 1999
- Honors: With Distinction
- Honors: Tommy E. Thompson Scholarship Recipient, 1995-1999
- Major: Behavioral Science, Law and History
Published Works
- Medicaid Divestment, Attorney's Desk Reference, Chapter 20 (Co-Author With Margaret W.Hickey), State Bar of Wisconsin, Ongoing, 2007
- Medicaid, Advising Older Clients and Their Families (Co-Author With Dayna Lefebvre), State Bar of Wisconsin, Vol. 2, 2011
- "Title 19: Trials and Tribulations," Elder Law Journal, State Bar of Wisconsin Elder Law Section
Classes/Seminars
- Pushing the Parameters of Support Orders as a Tool for Income Preservation in Medicaid Planning, 14th Annual Elder Law Workshop, State Bar of Wisconsin Elder Law Section, Wisconsin Dells, Wisconsin, 01/27/2012 to 01/27/2012
- Special Issues Related to WisPACT Trust I, (Co-Presenter Olivia Wong), Milwaukee Bar Association, Milwaukee, Wisconsin, 02/28/2012 to 02/28/2012
- Ethical Issues Relating to WisPACT Trusts (Co-Presenter Roy Froemming, Peter Grosskopf), WisPACT, Inc and the Coalition of Wisconsin Aging Groups, Madison, Wisconsin, 03/30/2012 to 03/30/2012
- Third Party Special Needs Trusts, Michael, Best & Friedrich, Milwaukee, Wisconsin, 05/15/2012 to 05/15/2012
- Using Pooled and Special Needs Trusts for Medicaid Planning, Quarles & Brady, Milwaukee, Wisconsin, 06/18/2012 to 06/18/2012
- Overview of Disabled Adult Child Benefits, Milwaukee County Family Care and the Milwaukee Center for Independence, Milwaukee, Wisconsin, 08/15/2012 to 08/15/2012
- Title 19 Planning and Use of Trusts, Milwaukee Paralegal Association Group, Associated Wealth Management, Milwaukee, Wisconsin, 10/23/2012 to 10/23/2012
- Title 19/Medicaid Overview, Solo and Small Firm Conference, State Bar of Wisconsin, Wisconsin Dells, Wisconsin, 10/27/2012 to 10/27/2012
- Practicing and Parenting, Solo and Small Firm Conference, State Bar of Wisconsin, Wisconsin Dells, Wisconsin, 10/27/2012 to 10/27/2012
- Guardianship and Advance Directive: An Overview, Health ED, Brookfield Wisconsin, 11/02/2012 to 11/02/2012
- Medicaid Planning for the Estate Lawyer, 34th Annual Estate Planning Update, State Bar of Wisconsin, Madison, Wisconsin, 11/09/2012 to 11/09/2012
- Public Benefits You Should Know About, (Co-Presenter Sarah A.Burnett), 15th Annual Elder Law Workshop, Wisconsin NAELA, Wisconsin Dells, Wisconsin, 01/25/2013 to 01/25/2013
- Public Benefits You Should Know About, Milwaukee Bar Association CLE Presentation, Milwaukee, Wisconsin, 03/26/2013 to 03/26/2013
- Distribution Issues Related to WisPACT Trusts (Co-Presenter Rebecca Anderson, Eric DeGroot), WisPACT 3rd Annual CLE, Madison, Wisconsin, 05/08/2013 to 05/08/2013
- Divestment and Best practices for Family Transfers, Milwaukee Bar Association, 2021
- Allowed Divestments: Best Practices, State Bar of Wi/Pinnacle, 2021
Honors and Awards
- Listed as a "Rising Star" in the Field of Elder Law
- Listed as a "Rising Star" in the Field of Elder Law
- Listed in the 2012 Edition of The Best Lawyers in America
- State Bar of Wisconsin Elder Law Section Board
- Elder Law Journal of Wisconsin Contributor
- Board of Directors, Wisconsin Pooled and Community Trust (“WisPACT”), Inc.
- Secretary, Wisconsin Pooled and Community Trust (“WisPACT”), Inc.
- Chair, Wisconsin Pooled and Community Trust (“WisPACT”), Inc.
- Chair, Wisconsin Pooled and Community Trust (“WisPACT”), Inc.
- NAELA Steeing Committee on Pooled and Special Needs Trusts
- Listed in Law and Politics, Wisconsin Superlawyers publication "Rising Star" in the Field of Elder Law
- Listed in the Best Lawyers in America Publication for elder law practice
- Super Lawyers-Rising Star (2008, 2010-2012 and Super Lawyer (2014-2021)
- Best Lawyers-Elder Law Attorney of the Year (2017)
Professional Associations and Memberships
- Wisconsin Chapter of the National Academy of Elder Law Attorneys, 2014 to Present
- Wisconsin Chapter of the National Academy of Elder Law Attorneys, Past Chair/Program Committee Co-Chair, 2021 to 2021
- Wisconsin Chapter of the National Academy of Elder Law Attorneys, Chair/Program Committee Co-Chair, 2020 to 2021
- Wisconsin Chapter of the National Academy of Elder Law Attorneys, Chair Elect/Program Committee Chair, 2019 to 2020
- Wisconsin Chapter of the National Academy of Elder Law Attorneys, Member, 2014 to 2019
- State Bar of Wisconsin Elder and Special Needs Law Section, 2008 to Present
- State Bar of Wisconsin Elder and Special Needs Law Section, Advisor 2014-2017 and 2019-current
- State Bar of Wisconsin Elder and Special Needs Law Section, Past Chair, 2018 to 2019
- State Bar of Wisconsin Elder and Special Needs Law Section, Chair, 2017 to 2018
- State Bar of Wisconsin Elder and Special Needs Law Section, Chair Elect, 2016 to 2017
- State Bar of Wisconsin Elder and Special Needs Law Section, Member, 2008 to 2013
- Wisconsin Pooled and Community Trust Board of Directors, 2006-2014, 2019-current
- Wisconsin Pooled and Community Trust Board of Directors, Elder and Special Needs Law Section Liaison, 2019 to Present
- Wisconsin Pooled and Community Trust Board of Directors, Chair 2013-2014, 2009-2010
- Wisconsin Pooled and Community Trust Board of Directors, Past Chair 2012-2013, 2008-2009
- Wisconsin Pooled and Community Trust Board of Directors, Treasurer, 2007 to 2008
- Wisconsin Pooled and Community Trust Board of Directors, Member, 2006 to 2007
- State Bar of Wisconsin Solo and Small Firm Conference Program Planning Committee, 2014 to 2017
- National Academy of Elder Law Attorney Special Needs and Pooler Trust Steering Committee, 2008 to 2011
- Milwaukee Bar Association Elder Law Section Program Chair, 2005 to 2008
Past Employment Positions
- Becker. Hickey & Poster, S.C., Clerk, 2001 to 2002
- Becker. Hickey & Poster, S.C., Associate Attorney, 2002 to 2008
