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Robert G. Alexander Deceased

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License
StateStatusAcquiredUpdated
WIDeceased197603/16/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Awards
Award NameGrantorDate Granted
Estate Planning Law SpecialistAmerican Bar Association2002
Accredited Estate PlannerNational Association of Estate Planners and Councils1995

Work Experience
TitleCompany NameDuration
Attorney - of councilGonzalez, Saggio & Harlan, LLP2008 - Present
AttorneyAlexander & Klemmer, S.C.1987 - 2009
AttorneyMcLario Law Offices1978 - 1987
Staff AttorneyUniversity of Wisconsin - Madison1976 - 1978

Associations
Association NamePosition NameDuration
Synergy SummitImmediate past Chair2006 - 2009
National Association of Estate Planners & CouncilsBoard of Directors/Secreatary2003 - Present
Society of Financial Service ProfessionalsMember2000 - 2009
American Bar Association, Real Property, Probate and Trust Law SectionMemberN/A
American Bar Association, Taxation SectionMemberN/A
State Bar of WisconsinMemberN/A
Milwaukee Estate Planning CouncilFormer Board of Director/memberN/A
Waukesha Estate Planning CouncilMemberN/A

Publications
Publication NameTitleDate
CCH Practitioner's StrategiesThe Beneficiary Defective Inheritor's Trust2008
CCH Journal of Practical Estate PlanningEnhancing the Planning Value of GRATS - Part I2008
ATG Trust Company, Chicago IllinoisSuccession Planning for Closely Held Businesses2004
ATG Trust Company, Chicago, IllinoisTrust Administration and Trustee Selection2002

Education
School NameMajorDegreeGraduated
DePaul University College of Law TaxationLL.M - Master of Laws1984
University of Wisconsin Law School LawJD - Juris Doctor1976
University of Wisconsin, Madison EnglishBA - Bachelor of Arts1971

Speaking Engagements
Conference NameTitleDate
Palm Beach Tax InstitutePatnership and LLC Interests Held In Trust - Income Tax Issues2009
Sid Kess Ultimate Estate and Retirement Planning ConferenceInternational Estate Planning2008
Charles Schwab Impact 2008 ConferenceSuper-Charging Estate and Asset Protection Planning With Grantor Trusts2008
2008 SFSP Annual ForumAdvanced Estate Planning With Tax Qualified Assets2008
2008 SFSP Annual ForumBusiness Sucession Planning2008
Estate Planning for the Mid-tier ClientProgram Chair and Moderator2007
2004 NAEPC Annual ConferenceCurent Trends in Estate Planning2004