Skip to main content
Carl D. Holborn

Carl D. Holborn

Practice areas:

Estate Planning, Business, Trusts, Probate, Tax

About Me

Carl assists individuals and organizations in solving the complex business and legal issues they face. He prides himself on being a clear thinker, good communicator, and problem solver. Carl’s work involves helping individuals, executives, professionals, and business owners with estate and business planning, as well as trust and probate administration. He also focuses on estate, gift, and income taxation.


 


Carl Assists Clients With



  • Structuring estate plans for affluent individuals and families to maximize wealth preservation from one generation to the next

  • Representation for corporate and individual fiduciaries, as well as beneficiaries in probate and trust administration matters

  • Business succession planning

  • Representation of taxpayers in dealing with tax controversies involving state and federal taxing authorities

  • Planning and structuring charitable donations for both individuals and charitable organizations


 


Examples of Carl’s Recent Client Work



  • Preparation and implementation of estate plan for clients with net worth in excess of $75 million

  • Successful preparation and implementation of complex estate plan for client with real estate holdings worth in excess of $25 million

  • Represented a charity in an estate dispute, preserving the full charitable distribution indicated in the original trust documents, an amount which was over $1 million more than the trustee intended to distribute

  • Probate administration of deceased owner of manufacturing firm with a net worth in excess of $7 million

  • Preserved a client’s family farm valued at more than $3 million through successful representation during an estate dispute

  • Negotiated with Internal Revenue Service in a dispute involving complex estate tax issues


 


 

More 

Practice Areas

Licensed since 1996

  1. Tax: 20%
  2. Probate: 20%
  3. Trusts: 20%
  4. Business: 20%
  5. Estate Planning: 20%

Payment

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

No endorsements

Endorsements from fellow lawyers are an important consideration for many when selecting the right attorney. Be the first to endorse your colleague!

Endorse this lawyer

Contact Info

O'Neil, Cannon, Hollman, DeJong & Laing S.C.

111 E Wisconsin Ave
Suite 1400
Milwaukee, WI, 53202-4807

Resume

License

StateStatusAcquiredUpdated
WIGood Standing199603/20/2015

Professional Misconduct

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

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
The Best Lawyers in America®–Trusts & EstatesBest Lawyers2016
The Best Lawyers in America®–Trusts & EstatesBest Lawyers2015
Wisconsin Super LawyersLaw & Politics Magazine2015
Wisconsin Super LawyersMilwaukee Magazine2015
“Milwaukee’s Leading Lawyers” in Estate PlanningM Magazine2015
Wisconsin Super LawyersMilwaukee Magazine2014
Wisconsin Super LawyersLaw & Politics Magazine2014
“Milwaukee’s Leading Lawyers” in TaxM Magazine2014
AV Preeminent Peer Review RatedMartindale-Hubbell2014
The Best Lawyers in America®–Trusts & EstatesBest Lawyers2014
"Milwaukee's Leading Lawyers" in TaxM Magazine2013
Five Star Wealth ManagerMilwaukee Magazine2013
Wisconsin Super LawyersLaw & Politics Magazine2013
Wisconsin Super LawyersMilwaukee Magazine2013
The Best Lawyers in America®–Trusts & EstatesBest Lawyers2013
Wisconsin Super LawyersMilwaukee Magazine2012
Milwaukee's Top LawyersM Magazine2012
The Best Lawyers in America®–Trusts & EstatesBest Lawyers2012
Wisconsin Super LawyersLaw & Politics Magazine2012
Five Star Wealth ManagerMilwaukee Magazine2012
Wisconsin Super LawyersMilwaukee Magazine2011
Wisconsin Super LawyersLaw & Politics Magazine2011
Five Star Wealth ManagerMilwaukee Magazine2011
The Best Lawyers in America®–Trusts & EstatesBest Lawyers2011
Wisconsin Super LawyersMilwaukee Magazine2010
Wisconsin Super LawyersLaw & Politics Magazine2010
Wisconsin Super LawyersMilwaukee Magazine2009
Wisconsin Super LawyersLaw & Politics Magazine2009
Wisconsin Super LawyersMilwaukee Magazine2008
Wisconsin Super LawyersLaw & Politics Magazine2008
Wisconsin Super LawyersMilwaukee Magazine2007
Wisconsin Super LawyersLaw & Politics Magazine2007
Wisconsin Super LawyersMilwaukee Magazine2006
Wisconsin Super LawyersLaw & Politics Magazine2006
Wisconsin Super LawyersLaw & Politics Magazine2005
Wisconsin Super LawyersMilwaukee Magazine2005

Work Experience

TitleCompany NameDuration
Tax & Succession Planning Practice Group Leader / ShareholderO'Neil, Cannon, Hollman, DeJong & Laing S.C.1999 - Present

Associations

Association NamePosition NameDuration
Kenosha County Civil Service CommissionBoard Member2009 - Present
Wisconsin Law ReviewEditorN/A
Beta Gamma Sigma, National Honor Society for Graduate Business StudentsMemberN/A
Seventh Circuit Court of AppealsJudicial InternN/A
Kenosha Area Business AllianceMemberN/A
Society of Financial Service Professionals, Milwaukee ChapterPast PresidentN/A
Women and Children's HorizonsPast Board Member and Board CounselN/A
Kenosha Historical SocietyPast Board MemberN/A
State of Wisconsin Elections BoardPast ChairmanN/A

Publications

Publication NameTitleDate
State Bar of WisconsinWorkbook for Wisconsin Estate Planners, Co-Editor2012

Education

School NameMajorDegreeGraduated
University of Wisconsin MilwaukeeTaxationMA - Masters Taxation2005
University of Wisconsin Law School LawJD - Juris Doctor1996
Cardinal Stritch CollegeN/ABS - Bachelor of Science1993

Speaking Engagements

Conference NameTitleDate
Annual Spring SymposiumEstate Planning2013
Medical College of WisconsinEstate Planning for Physicians and their Families2011
Business Solutions Radio ShowBusiness Succession Planning2011
Annual SymposiumUsing Tax Returns in Estate Planning2011
Milwaukee Estate Planning ForumGrantor Trusts2009
Continuing Legal Education SeminarsEstate and TaxN/A