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Robert E. Holtz

Estate planning Attorney at Mequon, WI

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also known as Rob Holtz


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About Robert

Learn Robert’s areas of practice.

5
Practice areas

My wife, Ann, and I have three children, twin daughters (UW-Madison graduates) and a son, and we reside in Mequon.  I am also a Certified Public Accountant (Wisconsin, 1987 - present).  Besides my law practice, I enjoy various sports including fishing, golf, tennis, softball, hiking, and skiing.

Licensed for 37 years
State WI
Status Good Standing
Acquired 1985
Updated 03/05/2023

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

Contact Robert

Robert E. Holtz
1001 W Glen Oaks Ln # 210
Mequon, WI, 53092-3367

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Resume

AVVO RATING 8.6 (Excellent)

Work Experience

  • Attorney/Owner
  • Mequon Law Offices
  • 1996 - Present
  • Attorney
  • Mihal & Steffens, S.C.
  • 1991 - 1996
  • Attorney
  • Meissner & Tierney, S.C.
  • 1987 - 1991
  • Attorney
  • Michael Best & Friedrich
  • 1985 - 1987
  • Law Clerk
  • Isaksen, Lathrop, Esch, Hart & Clark
  • 1983 - 1985
View all work experience

Education

  • U Of Wisconsin
  • law
  • 1985
  • University of Wisconsin, Madison
  • BBA
  • 1982

Legal Cases

  • Trinity-Freistadt Evangelical Lutheran Church v. Tower Insurance Company
  • Successful outcome as explained below!

Associations

  • Mequon Thiensville Chamber of Commerce
  • Former President
  • 1996 - Present
  • Ozaukee County Bar Association
  • Former President
  • 1996 - Present
  • Thiensville-Mequon Rotary Club
  • Former President
  • 1996 - Present
  • State Bar of Wisconsin
  • Member
  • 1985 - Present
View all associations

Honors and Awards

  • Order of the Coif
  • University of Wisconsin Law School
  • 1985
  • Am Jur Book Awards (Top student in 3 different law classes)
  • University of Wisconsin Law School
  • 1984

Publications

  • Wisconsin Bar Bulletin
  • Statutory Close Corporation Status
  • 1990
  • Wisconsin Bar Bulletin
  • An Analysis of IRC Section 1445
  • 1986

Speaking Engagements

  • Ozaukee County Bar Association Luncheon
  • Estate Planning after the Tax Relief Act of 2010: Should Estate Planning Attorneys Still Use Bypass (Credit Shelter) Trusts?
  • 2011

Attorney endorsements

Received (1)
Given (1)
Endorse Robert
Tax Attorney | May 13
Relationship: Worked together on matter
"I've worked together with Rob on matters. He is very knowledgeable, trustworthy and easy to work with."

Avvo Contributions

1 Legal Answers 0 Legal Guides
Mequon Estate planning Lawyer Robert E. Holtz
Robert E. Holtz
Estate planning Attorney
Mequon, WI
Licensed for 37 years