Rachel Monaco-Wilcox, JD
Mediation Training - Trusts and Estates - Special Needs
State Bar of Wisconsin Solo & Small Firm Annual Conference, Elder Mediation Skills Everyone Can Use, October 26, 201721-Hour Elder Mediation Training in Milwaukee, October 4 - 6, 2017
Milwaukee Estate Planning Council, Elder Mediation for Estate Planning Attorneys, September 6, 2017
"Rachel is an excellent trainer. The recent Elder Mediation three-day training was excellent both in imparting substantive content and educating us on difficult emotional issues..." Ruth Irvings, Attorney
"I am so excited about completing my planning and the ways I now can give toward the causes I care about. Rachel helped me find just the right method for my giving for animal welfare. Carla, Trusts and Estates Client
"I NEVER thought we'd end up in positive place, agreeing in mediation to work together to grow and manage our family assets to care for my step-mom. It was a beautiful ending (and beginning) to an ugly situation that developed after my father's death. A great relief and a place for hope!" Matthew, Mediation Client
“ For years Rachel has assisted us with the ups and downs of helping my sister who has special needs and is disabled. Her knowledge and compassion make the difficult things less daunting for all of us. We're in a good place." Melissa, Trusts and Estates Client
"Thank you again for your amazing efforts helping us settle our estate. You're still the angel send from the Gods in my humble opinion! I will never forget your kindness and diplomacy." Diane, Mediation Client
Rachel has trained more than 100 professionals in the area of Elder Mediation, provided estate planning, and mediated cases in her private practice since 2009. She's a frequent public speaker, advocate,and policy analyst regarding issues of the aging.
Through mediation Rachel helps resolve complex problems for those who are aging or have disabilities, their families, caretakers and the systems that support and interact with them. Mediation can take place within or outside of the court system, with or without lawyers for each party.
In estate planning, she helps her clients identify what matters most and creates clean, efficient plans to provide peace of mind and maximum choice about how one's legacy unfolds for the future- that can include ensuring one's independence, taking care of loved ones, giving back to the community, or preserving precious natural resources.
Special needs planning helps clients take advantage of the many tools, protections and support systems that exist to help everyone in the family, Rachel's experiences with her own family fuel her passion for making sure her clients know how to manage the financial and practical challenges (and joys) of the present and future.