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About me

I have had the privilege of assisting my clients over the years with their personal wealth management needs by focusing on the legal, tax and investment issues that many high-net worth individuals face.  I have had the opportunity to serve as a trusted advisor in a few different capacities including 8 years as an estate, tax and business succession planning attorney in private practice and 2 years as a specialty tax manager in public accounting.  My experience as an attorney and as a tax professional pairs perfectly with my current focus on the trust and investments side.


Ultimately, my sole mission is to ensure the long-term vitality of your hard-earned wealth and to support the achievement of your uniquely personal financial goals.


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

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

Attorney endorsements

1 total 

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  • 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 Family Attorney
    Relationship: Fellow lawyer in community

Contact info

First Business Trust & Investments

18500 W. Corporate Drive
Brookfield, WI, 53045

Resume

License
StateStatusAcquiredUpdated
WIGood Standing200403/25/2015
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
VP - Market LeaderFirst Business Trust & Investments2015 - Present
Vice President, Personal Trust OfficerU.S. Bank - The Private Client Reserve2013 - 2015
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
AttorneyKasdorf, Lewis & Swietlik, S.C.2004 - 2005
Associations
Association namePosition nameDuration
Milwaukee Estate Planning ForumMember2016 - Present
Fox Valley Estate Planning CouncilMember2016 - Present
Waukesha County Estate Planning CouncilMember2016 - 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 SchoolLawJD - Juris Doctor2004
North Dakota State UniversityBusiness AdministrationBS - Bachelor 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