10.0
Superb
Client Ratings
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No professional misconduct found.
Overview
Practice Areas
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50% Estate Planning
31 years
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50% Trusts
31 years
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Fees & Payments
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Payment types
Cash, Check
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Contact Information
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References
Client Reviews
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Résumé
Licenses
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33 years
since Robert G. Alexander was first licensed to practice law in WI.
We have not found any instances of professional misconduct for this lawyer.
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Work Experience
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| Position |
Duration |
| Attorney - of council at Gonzalez, Saggio & Harlan, LLP |
2008–present
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| Attorney at Alexander & Klemmer, S.C. |
1987–2009
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| Attorney at McLario Law Offices |
1978–1987
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| Staff Attorney at University of Wisconsin - Madison |
1976–1978
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Education
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| University of Wisconsin, Madison |
English |
BA - Bachelor of Arts |
1971 |
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Awards
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| Award Name |
Granting Organization |
Date |
| Estate Planning Law Specialist |
American Bar Association |
2002 |
| Accredited Estate Planner |
National Association of Estate Planners and Councils |
1995 |
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Associations
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| Position |
Association Name |
Duration |
| Member |
Society of Financial Service Professionals |
2000–2009
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| Immediate past Chair |
Synergy Summit |
2006–2009
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| Member |
American Bar Association, Real Property, Probate and Trust Law Section |
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| Member |
American Bar Association, Taxation Section |
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| Former Board of Director/member |
Milwaukee Estate Planning Council |
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| Member |
State Bar of Wisconsin |
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| Member |
Waukesha Estate Planning Council |
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| Board of Directors/Secreatary |
National Association of Estate Planners & Councils |
2003–present
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Portfolio
Publications
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| Article |
Publication |
Date |
| Enhancing the Planning Value of GRATS - Part I |
CCH Journal of Practical Estate Planning |
2008 |
| The Beneficiary Defective Inheritor's Trust |
CCH Practitioner's Strategies |
2008 |
| Succession Planning for Closely Held Businesses |
ATG Trust Company, Chicago Illinois |
2004 |
| Trust Administration and Trustee Selection |
ATG Trust Company, Chicago, Illinois |
2002 |
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Speaking Engagements
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| Speaking Engagement Name |
Conference |
Date |
| Patnership and LLC Interests Held In Trust - Income Tax Issues |
Palm Beach Tax Institute |
2009 |
| Business Sucession Planning |
2008 SFSP Annual Forum |
2008 |
| Advanced Estate Planning With Tax Qualified Assets |
2008 SFSP Annual Forum |
2008 |
| Super-Charging Estate and Asset Protection Planning With Grantor Trusts |
Charles Schwab Impact 2008 Conference |
2008 |
| International Estate Planning |
Sid Kess Ultimate Estate and Retirement Planning Conference |
2008 |
| Program Chair and Moderator |
Estate Planning for the Mid-tier Client |
2007 |
| Curent Trends in Estate Planning |
2004 NAEPC Annual Conference |
2004 |
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