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Robert E. Holtz

Robert E. Holtz

also known as Rob Holtz

Practice areas:

Estate Planning, Probate, Business, Real Estate, Litigation, Tax

Client reviews

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About Me

My wife, Ann, and I have three children, twin daughters attending UW-Madison and a son, and we reside in Mequon.  I am also a Certified Public Accountant (Wisconsin, 1987 - present).  Besides my law practice, I enjoy various sports including fishing, golf, tennis, softball, hiking, and skiing.

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Practice Areas

Licensed since 1985

  1. Estate Planning: 35%
    30 years
  2. Business: 20%
    30 years
  3. Probate: 20%
    30 years
  4. Real Estate: 15%
    30 years
  5. Other: 10%
  6. More 

Attorney Endorsements

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Contact Info

1001 W Glen Oaks Ln # 210
Mequon, WI, 53092-3367

Resume

License

StateStatusAcquiredUpdated
WIGood Standing198503/02/2015

Professional Misconduct

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

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
Order of the CoifUniversity of Wisconsin Law School1985
Am Jur Book Awards (Top student in 3 different law classes)University of Wisconsin Law School1984

Work Experience

TitleCompany NameDuration
Attorney/OwnerMequon Law Offices1996 - Present
AttorneyMihal & Steffens, S.C.1991 - 1996
AttorneyMeissner & Tierney, S.C.1987 - 1991
AttorneyMichael Best & Friedrich1985 - 1987
Law ClerkIsaksen, Lathrop, Esch, Hart & Clark1983 - 1985

Associations

Association NamePosition NameDuration
Ozaukee County Bar AssociationPast President2011 - Present
Mequon Thiensville Chamber of CommerceFormer President1996 - Present
Thiensville-Mequon Rotary ClubPresident1996 - Present
State Bar of WisconsinMember1985 - Present
Milwaukee Bar Associationmember1985 - Present

Legal Cases

Case NameOutcome
Trinity-Freistadt Evangelical Lutheran Church v. Tower Insurance CompanySuccessful outcome as explained below!

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Publications

Publication NameTitleDate
Wisconsin Bar BulletinStatutory Close Corporation Status1990
Wisconsin Bar BulletinAn Analysis of IRC Section 14451986

Education

School NameMajorDegreeGraduated
U Of WisconsinN/Alaw1985
University of Wisconsin, MadisonAccountingBBA1982

Speaking Engagements

Conference NameTitleDate
Ozaukee County Bar Association LuncheonEstate Planning after the Tax Relief Act of 2010: Should Estate Planning Attorneys Still Use Bypass (Credit Shelter) Trusts?2011