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...Show more
Cash, Check, Credit Card
Posted by: Mark 6 months ago.
Completely trustworthy and looking out for the client, Carl was recommended to me by my financial advisor and I am completely satisfied with his work...
Posted by: Ann Marie over 4 years ago.
Extremely thorough and detailed in presenting possible scenarios. Communicates with me in a simplified manor. Carl is always forthright in his...
O'Neil, Cannon, Hollman, DeJong & Laing S.C.
2005 MA - Masters Taxation in Taxation
University of Wisconsin Milwaukee
2014 AV Preeminent 5.0 out of 5 Peer Review Rated
Wisconsin Law Review
2012 Workbook for Wisconsin Estate Planners, Co-Editor
2013 Estate Planning
2011 Estate Planning for Physicians and their Families