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Nathan J. Dosch

Nathan J. Dosch

Practice areas:

Estate Planning, Business, Tax, Probate

Client reviews

Not yet reviewed

About Me

As a Personal Trust Officer with The Private Client Reserve of U.S. Bank, I deliver trust, estate and business succession planning expertise to individuals and families at all stages of life to manage the complexities of wealth preservation and distribution. I develop and implement the range of solutions available to meet each client’s needs and expectations based on the complex financial and emotional issues of trust, estate and business succession planning, as an advisor or acting as a corporate trustee.

I have nearly 10 years of combined experience, 8 years as an attorney in private law practice and 2 years as a tax manager in a large public accounting firm, where I focused in the areas of estate, tax and business succession planning as well as in estate and trust administration.


 


I earned my B.S. degree from North Dakota State University, my J.D. degree from Marquette University Law School, and my Master's of Science in Taxation from the University of Wisconsin-Milwaukee. In addition, between my first and second year of law school, I studied international and comparative law abroad at the University College in Dublin, Ireland.


 

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Practice Areas

Licensed since 2004

  1. Estate Planning: 40%
    11 years
  2. Probate: 20%
  3. Tax: 20%
    11 years
  4. Business: 20%
    11 years

Payment

Payment Types:

Cash, Check

Attorney Endorsements

1 total 

  • William M. Pemberton

    I have been working with Attorney Dosch for many years and have always been impressed with his knowledge and insight. I highly recommend.

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    William Pemberton Personal Injury Attorney
    Relationship: Fellow lawyer in community

Contact Info

U.S. Bank - The Private Client Reserve

777 E. Wisconsin Avenue
Milwaukee, WI, 53202

Resume

License

StateStatusAcquiredUpdated
WIGood Standing200403/25/2015

Professional Misconduct

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

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
Charles Dunn Author AwardState Bar of Wisconsin2010

Work Experience

TitleCompany NameDuration
Vice President, Personal Trust OfficerU.S. Bank - The Private Client Reserve2013 - Present
AttorneyMawicke & Goisman, S.C.2012 - 2013
Tax ManagerGrant Thornton LLP2010 - 2012
AttorneyNeider & Boucher, S.C.2008 - 2010
Owner and Managing AttorneyDosch Law Firm, LLC2007 - 2008
Tax ConsultantVirchow, Krause & Co., LLP2006 - 2007
AttorneySilton, Seifert, Carlson, & Gamble, S.C.2005 - 2006
AttorneyMain Street Law Office2005 - 2005
AttorneyKasdorf, Lewis & Swietlik, S.C.2004 - 2005

Associations

Association NamePosition NameDuration
Milwaukee Estate Planning ForumMember2013 - Present
Rotary Club of MadisonMember2010 - 2011
Madison Estate CouncilMember2009 - 2010
Fox Valley Young Lawyers AssociationVice-Chair2008 - 2010
Dane County Bar AssociationMember2008 - 2010
Fox Valley Estate Planning CouncilMember2006 - 2011
Outagamie County Bar AssociationMember2006 - 2011

Publications

Publication NameTitleDate
Liability of an LLCTaxation as a Corporation vs. a Partnership2013
Fundamentals of Trust Administration (NBI)Non-Monetary Aspects of Trust Administration2011
Fundamentals of Trust Administration (NBI)Tips for Recession-Proofing Trusts2011
InBusiness MagazineDigital Asset Planning2010
Wisconsin Estate Planning and Tax Law BlogWisconsin Estate Planning and Tax Law Blog2010
Wisconsin LawyerE-Legacy: Estate Planning for Digital Assets2010
Digital Estate PlanningDigital Estate Planning2010
Estate Planning and Recovery for Elderly Clients (NBI, Inc.)Plan For Your Client's Incapacity2009
Estate Planning and Recovery for Elderly Clients (NBI, Inc.)Draft Wills That Protect Clients' Interests2009
Estate Planning Basics (NBI, Inc.)Basic Taxes You Need to Be Aware Of2008

Education

School NameMajorDegreeGraduated
University of Wisconsin, MilwaukeeTaxationMaster's of Science2007
Marquette University Law SchoolLawJuris Doctor2004
North Dakota State UniversityBusiness AdministrationBachelor of Science2001

Speaking Engagements

Conference NameTitleDate
Trust Income Taxation GuideCurrent Income Tax Rules and Regulations2013
Liability of an LLCTaxation as a Corporation vs. a Partnership2013
Business Formations: Small and Emerging BusinessesBusiness Formations2013
Winnebago County Estate Planning CouncilEstate Planning for Digital Assets2012
Fundamentals of Trust AdministrationTips for Recession-Proofing Trusts2011
Fundamentals of Trust AdministrationNon-Monetary Aspects of Trust Administration2011
Fox Valley Estate Planning CouncilYear-End Tax and Estate Planning2011
Estate Planning for Digital Assets and Online AccountsEstate Planning for Digital Assets and Online Accounts2011
Estate Planning for Digital AssetsDigital Estate Planning2011
Trusts 101Trusts Used for Tax Reduction and Grantor Trusts2010
LLC or Inc.? Entity Selection for a Small to Medium Sized BusinessTaxation Considerations and Advanced Issues in Business Entity Selection2010
Digital Death DayDigital Estate Planning2010
Estate Planning and Recovery for Elderly ClientsEstate Planning2009
Burrill Business Plan CompetitionBusiness Entities: Entity Choice2009
Estate Planning BasicsEstate Planning2008
Estate Administration Procedures: Why Each Step Is ImportantEstate Administration Procedures2008