Overview
Practice Areas
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Fees and Payment Types
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Fees
Fixed (Always), Free Consultation (60 minutes)
Payment types
Check
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Contact Information
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Languages Spoken
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About Me
Photos (1)
Videos (0)
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Robert
A. Ross received his Bachelor of Science degree from St. Norbert
College and his Juris Doctor degree from Marquette University Law
School. He is... more
View all photos and/or videos
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References
Client Reviews
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Posted by:
a Estate Planning client,
2009-01-26
about 3 years ago.
Client Review:
Mr Ross is a true professional and a trusted adviser. He is able to take complex issues and explain them in very uderstandable terms.
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Peer Endorsements
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I have been in the business of estate planning and tax planning for well over 45 years. Here is the attorney who I would want to represent me and...
more
Endorsement from lawyer:
Larry Gibbs
, San Antonio (TX), 2 months ago
i have known Bob Ross for many years and I endorse him wholeheartedly. Not only is he a very caring, open, honest, approachable person, he is an...
more
Endorsement from lawyer:
Carol Gonnella
, Jackson (WY), 2 months ago
View all 7 endorsements
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Résumé
License
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36 years since Robert A. Ross was first licensed to practice law.
| State |
License status |
Year acquired |
Last updated by Avvo |
| Wisconsin |
Active
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1976 |
03/18/2009 |
We have not found any instances of professional misconduct for this lawyer.
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Work Experience
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| Position |
Duration |
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Owner at
Ross Estate Planning
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1987–present
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Education
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| School |
Major |
Degree |
Graduated |
| Marquette University Law School |
Law |
Juris Doctor |
1976 |
| St Norbert College |
Chemistry |
BS - Bachelor of Science |
1973 |
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Awards
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| Award Name |
Granting Organization |
Date |
| Accredited Estate Planner |
Estate Law Specialist Board |
2008 |
| Key Leader |
Door County YMCA |
2004 |
| Certified Estate Planning Law Specialist |
Estate law Specialist Board |
2002 |
| Supreme Court of the United States of America |
American Bar Association |
1982 |
See all 4 awards
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Associations
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| Position |
Association Name |
Duration |
| Member |
Catholic Diocese of Green Bay Foundation |
2010-present
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| Member |
St. Norbert College Gift Planning Advisory Council |
2010-present
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| President |
Wisconsin Council of Estate Planners |
1997-present
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| Legal Officer |
Door County Sail and Power Squadron |
1988-present
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State Bar of Wisconsin |
1976-present
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| Endowment Advisor |
St Josephs Church |
2006-2010
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| Former Chair |
WealthCounsel |
2004-2010
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| Member |
Door County Memorial Hospital Ethics Committee |
2000-2010
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| Chairman |
Estate Plannning Institute of Collaborative Resources |
1999-2010
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| Choir Director |
St Josephs Church |
1991-2010
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| Board Member |
The Clearing |
2007-2009
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| Board of Governors |
State Bar of Wisconsin Board of Governors |
1999-2002
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See all 12 association entries
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Portfolio
Contribution
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Reputation Level 8
| Answers: |
0 |
Legal Answers |
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0 |
Best Answers |
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0 |
Answers marked as good |
| Guides: |
7 |
Legal Guides |
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0 |
Staff Picks |
View all contributions
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Publications
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| Article |
Publication |
Date |
| Six Biggest IRA Beneficiary Form Mistakes |
St. Norbert College |
2010 |
| “Making a Bargain Sale of Land to the Door County Land Trust” |
Door County Land Trust |
2008 |
| Your Life Your legacy |
Your Life Your Legacy |
2005 |
| Giving Philanthropy For Everyone |
Quantum Press publication |
2003 |
See all 4 publications
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Speaking Engagements
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| Presentation Name |
Conference |
Date |
| Charitable Planning Doing Well by Doing Good |
Northeast Wisconsin Estate Plan Council |
2011 |
| Estate Planning is not just for the Rich and Famous |
National Association of Independent Financial Advisors |
2011 |
| Understanding Roth Conversions |
Roth Conversions |
2010 |
| Probate Process |
Probate from Start to Finish |
2010 |
| Unlocking Donor Motivation |
Philanthropy for today |
2010 |
| IRA Stretch Trust |
National Association of Financial Advisors |
2010 |
| Retirement Plan Exit Strategy |
Marquette Alumni Roundtable |
2010 |
| Estate Planning |
Basic Estate Planning |
2010 |
| Business Succession Planning |
61st Annual Surveyors Institute |
2010 |
| Estate planning is Not Just for The Rich and Famous |
61st Annual Surveyors Institute |
2010 |
| Retirement Plan Exit Strategy |
Wipfli |
2009 |
| Successor Trustee Training |
What Do Trustees Do? |
2009 |
| Business Succession Planning |
Estate Plan Council of NE Wisconsin |
2009 |
| Wills, Health Care Powers, Trusts |
Door County Senior Center |
2009 |
| Retirement Plan Exit Strategy |
Baylake Bank Private Banking |
2009 |
| Retirement Plan Exit Strategy |
Associated Trust Company |
2009 |
| Retirement Savings Tax Bomb |
State Farm Agents |
2008 |
| Charitable Planning |
Estate Plan Council of NE Wisconsin |
2007 |
See all 18 speaking engagements
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