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William A. Swendson II

Estate planning Attorney at Oconomowoc, WI

5.0   1 review
  • Licensed for 50 years
    State WI
    Acquired 1973
    Status
    Good Standing No misconduct found

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

About William

Learn William’s areas of practice.

5
Practice areas

I genuinely believe that the value of life comes from service toothers.  I have dedicated more hours to this philosophy than ourbusiness manager would care to imagine.  I have been rewarded kindly inthe friends that I have made, the lessons that I have learned and theimpact that I have made on the community.  I never stop hunting for the next project. 

 

My service to the community hasbeen very broad in scope.  I have served as a member of the Oconomowocschool board, the Oconomowoc Hospital Foundation, and as a trustee ofSt. Jerome’s Catholic Church.  I created a foundation for theOconomowoc Rotary.  I set up a non-profit corporation which providesmedical services in Haiti.  I have coached soccer for the OconomowocSoccer Association and Lake Country United.  Currently, I am Presidentof the Village of Lac La Belle.  I am a legal advisor to St. Jerome’sCatholic Church and Holy Hill, and run a free legal clinic.

 

Itis my passion and dedication that have powered my law career.  Asfounder and president of the firm, I have created and nurtured anorganization that is dedicated to the service of our clients.  Irequire respect and dignity for everyone.  I insist that everyattorney and assistant obtain the training and continuing educationnecessary for the highest level of assistance to our clients.  Ipractice what I preach.  I travel annually to seminars all overthe country.  I arrange for twice-monthly teleconferences for ourattorneys and the financial planners/CPAs who are our strategicpartners.  I emphasize active listening so that our team understandsthe range and depth of our clients’ needs.  I provide clienteducation so that they are empowered to meet the unique and unexpectedchallenges of life.  My aim is to provide my clients with peace ofmind.   In the end, I want our clients to be satisfied with theirchoice of our firm as their personal, family attorneys.

 

I concentrate my practice in the areas of estate planning, probate andtrust administration, but I am experienced in a wide-range of legalareas having represented financial institutions, medical facilities,real estate developers, condominium associations, real estate brokers,and business entities.  I have a wide range of litigation experienceincluding appellate work before the Wisconsin Supreme Court.  Beyondthat, I am a real estate broker and have a Masters of Tax degree inaccounting.  It is this range of knowledge and experience that hasallowed me to offer our clients superior legal service.  I lookforward to helping you.

Photos and videos

Location

Swendson/Fey Law Ltd.
1300 Summit Avenue, Suite 202
Oconomowoc, WI, 53066-3057

Reviews

5.0 / 5.0
  1 customer review
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Posted by Eric | January 27, 2010
Thorough and qualified.
I have had experience with Bill both as a colleague and as a client. He took time out of his busy day to address an urgent estate planning issue of mine providing my family and I with peace of mind during a recent hospitalization. I am impressed by his thorough approach. He is highly qualified in his chosen field of practice and I do not hesitate to refer clients to him.
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Cost

Rates
  • Retainer Sometimes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 9.7 (Superb)

Work Experience

  • President
  • Swendson/Menting Law Ltd.
  • 1983 - Present
  • Partner
  • Johnson, Brendemuehl, Swendson & Georgeson
  • 1974 - 1982
  • Associate
  • Arthur, Tomlinson, Gillman & Tracers, S.C.
  • 1973 - 1974

Education

  • University of Wisconsin, Milwaukee
  • MA - Masters
  • 1989
  • University of Wisconsin Law School
  • JD - Juris Doctor
  • 1973
  • Lawrence University
  • BA - Bachelor of Arts
  • 1970

Sample of Legal Cases

  • Hine v. Vilter, 88 Wis. 2d 645, 277 N.W. 2d 772, 1979 Wisc. LEXIS 1971
  • Judgment affirmed
  • Wendt v Blazek, 2001 WI App 91, 242 Wis. 2d 722
  • Judgment affirmed
  • In Re Ingersoll, 80 B.R. 912, 1981 Bankr. LEXIS 4950
  • Judgment in favor of client.
View all legal cases

Associations

  • Herbert J. Mueller Society, Greater Milwaukee Foundation
  • Member
  • 2010 - Present
  • Village of Lac La Belle
  • President
  • 2009 - Present
  • WealthCounsel Advisors
  • Member
  • 2008 - Present
  • WealthCounsel
  • Member
  • 2006 - Present
  • National Academy of Elder Law Attorneys
  • Member
  • 1996 - Present
  • Estate Planning and Probate Section of the Waukesha County Bar Association
  • Co-founder and board member
  • 1986 - Present
  • Waukesha County Bar Association
  • Former Director
  • 1974 - Present
  • American Bar Association
  • Member
  • 1973 - Present
  • State Bar of Wisconsin
  • Member
  • 1973 - Present
  • Office of Lawyer Regulation
  • District 2 Investigative Committee
  • 2003 - 2009
View all associations

Languages Spoken

  • English

Honors and Awards

  • Nominated Top 10 Small Businesses of the Year
  • Waukesha County Chamber of Commerce
  • 2010
  • FIVE STAR Wealth Manager - Estate Planning
  • Milwaukee Magazine
  • 2010
  • AV Rated - superior national rating
  • Martindale-Hubbell
  • 2009
  • AV Rated - superior national rating
  • Martindale-Hubbell
  • 2008
  • AV Rated - superior national rating
  • Martindale-Hubbell
  • 2007
  • AV Rated - superior national rating
  • Martindale-Hubbell
  • 2006
  • AV Rated - superior national rating
  • Martindale-Hubbell
  • 2005
  • Fellow
  • National Science Foundation
  • 1971
  • Fellow
  • Newberry Library
  • 1969
View all awards

Publications

  • Journal of State Taxation
  • Wisconsin's Attempts to Extend the Sales and Use Tax to Services: Florida Revisited
  • 1989
  • University of Wisconsin-Milwaukee Estate Planning Symposium
  • Use of Disclaimers in Post Mortem Estate Planning
  • 1985

Speaking Engagements

  • Estate Planning Series sponsored by the United Church of Christ
  • basic estate planning
  • 2007
  • Basic Estate Planning sponsored by the Oconomowoc Memorial Hospital Foundation
  • basic estate planning
  • 2004
  • Estate Tax Reform sponsored by the Oconomowoc Memorial Hospital Foundation
  • estate tax
  • 2001
  • Advanced Estate Planning sponsored by the Oconomowoc Memorial Hospital Foundation
  • advanced estate planning
  • 2001
  • Basic Estate Planning sponsored by the Oconomowoc Memorial Hospital Foundation
  • basic estate planning
  • 2000
  • Planning for Distributions from Qualified Retirement Plans sponsored by the Rock River Financial Planning Association
  • qualified retirement plans
  • 1999
  • End of Life planning: Uses of Durable Powers of Attorney sponsored by St. Jerome Church
  • end of life planning & powers of attorney
  • 1999
  • Basic Estate Planning sponsored by the Oconomowoc Memorial Hospital Foundation
  • basic estate planning
  • 1999
  • Basic Estate Planning sponsored by Prudential Insurance
  • basic estate planning
  • 1999
  • Roth IRA: Six Secrets for Building Financial Independence sponsored by Baird
  • Roth IRA
  • 1998
  • New Choices for IRAs sponsored by M&I Bank
  • IRA
  • 1998
  • New Choices for IRAs sponsored by First Bank Oconomowoc
  • IRA
  • 1998
  • Basic Estate planning sponsored by United Church of Christ
  • basic estate planning
  • 1995
  • Modern Real Estate Practice sponsored by the Real Estate Institute
  • real estate
  • 1992
  • Use of Trusts sponsored by Paine Weber
  • Trusts
  • 1991
  • Use of Trusts sponsored by Paine Weber
  • Trusts
  • 1990
  • Estate Planning for the Terminally Ill and Disabled sponsored by the American Cancer Society
  • terminally ill & disabled planning
  • 1987
  • Wisconsin Marital Property Act for CPAs sponsored by the Wisconsin Institute of Certified Public Accountants
  • marital property
  • 1986
  • Tax and Negotiating Considerations for Structured Settlements sponsored by Oberweis Securities
  • structured settlements
  • 1984
View all speaking engagements

Attorney endorsements

Received (4)
Given (3)
Endorse William
Trusts Attorney | Oct 22
Relationship: Fellow lawyer in community
"Attorney Swendson has a reputation for excellence throughout S.E. Wisconsin. I highly recommend this lawyer for anyone needing legal services in his areas of practice."
Estate planning Attorney | Jan 27
Relationship: Worked for lawyer
"Bill Swendson is my mentor. He has worked with me since 2004. I can attest first-hand to his brilliance as an estate planning attorney and the broad respect he commands among fellow attorneys, accountants, financial planners and, most importantly, his clients."
Estate planning Attorney | Jan 27
Relationship: Worked for lawyer
"Bill Swendson is recognized by attorneys, accountants and financial planners as one of the best estate planning attorneys in the Midwest. Whether dealing with complex estates involving tax planning and asset protection or something simpler, Bill is renowned in his analytical ability and his ability to clearly explain the issues, the planning opportunities, the risks and rewards."
Estate planning Attorney | Jan 27
Relationship: Fellow lawyer in community
"I endorse this lawyer's work. I have had experience with Bill both as a colleague and as a client. He took time out of his busy day to address an urgent estate planning issue of mine providing my family and I with peace of mind during a recent hospitalization. I am impressed by his thorough approach. He is highly qualified in his chosen field of practice and I do not hesitate to refer clients to him."
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