William A. Swendson II

William A. Swendson II

10.0

Superb

10

Experience 5.0 star rating
Industry Recognition 5.0 star rating
Professional Conduct 5.0 star rating

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Client Rating

Endorsements

3 endorsements

Overview

Practice Areas

  • 62% Estate Planning
    37 years
  • 15% Elder Law
    26 years
  • 15% Probate
    37 years
  • 5% Real Estate
    37 years
  • 3% Tax
    37 years

Fees & Payments

Fees

  • Retainer (Sometimes)

Payment types

Credit Card, Check, Cash

Contact Information

  • PO Box 123
    Oconomowoc, WI 53066
    View map

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Languages

  • English

About Me

Photos (1)

Videos (0)

About me: I genuinely believe that the value of life comes from service to others. I have dedicated more hours to this philosophy than our business manager would care to... more

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References

Client Reviews

Client Rating


5 star rating

“Thorough and qualified.”

Posted by: Eric, 2010-01-27 7 months ago. Flag as objectionable

Client Review: I have had experience with Bill both as a colleague and as a client. He took time out of his busy day to address an urgent estate planning issue of... more

Endorsements

Endorsements

3 endorsements


Emily A. Fey

Bill Swendson is my mentor. He has worked with me since 2004. I can attest first-hand to his brilliance as an estate planning attorney and the... more

Endorsement from lawyer: Emily Fey , Oconomowoc (WI), 7 months ago
Anthony J. Menting

Bill Swendson is recognized by attorneys, accountants and financial planners as one of the best estate planning attorneys in the Midwest. Whether... more

Endorsement from lawyer: Anthony Menting , Madison (WI), 7 months ago
View all 3 endorsements

Résumé

Licenses

  • 37 years since William A. Swendson II was first licensed to practice law in WI.

See license details


We have not found any instances of professional misconduct for this lawyer.

Work Experience

Position Duration
President at Swendson/Menting Law Ltd. 1983–present
Partner at Johnson, Brendemuehl, Swendson & Georgeson 1974–1982
See all 3 job entries

Education

School Major Degree Graduated
University of Wisconsin, Milwaukee Taxation/Accounting MA - Masters 1989
University of Wisconsin Law School Law JD - Juris Doctor 1973
See all 3 degrees

Awards

Award Name Granting Organization Date
FIVE STAR Wealth Manager - Estate Planning Milwaukee Magazine 2010
Nominated Top 10 Small Businesses of the Year Waukesha County Chamber of Commerce 2010
See all 9 awards

Associations

Position Association Name Duration
Member American Bar Association 1973–present
Member State Bar of Wisconsin 1973–present
See all 10 association entries

Portfolio

Avvo Answers

Avvo Contribution: Contributor Level 5
Question: What time of Lawyer would I need if my employers...
William's answer: There are two ways to pursue this. First, you can refer to the Wage & Hour Division of the State... more
View all 86 answered questions

Publications

Article Publication Date
Wisconsin's Attempts to Extend the Sales and Use Tax to Services: Florida Revisited Journal of State Taxation 1989
Use of Disclaimers in Post Mortem Estate Planning University of Wisconsin-Milwaukee Estate Planning Symposium 1985

Speaking Engagements

Speaking Engagement Name Conference Date
basic estate planning Estate Planning Series sponsored by the United Church of Christ 2007
basic estate planning Basic Estate Planning sponsored by the Oconomowoc Memorial Hospital Foundation 2004
See all 19 speaking engagements