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Carl D. Holborn

Estate planning Attorney at Milwaukee, WI

5.0   4 reviews

About Carl

Learn Carl’s areas of practice.

Whether he is working with clients to create and administer an estate plan, solving complicated business problems, negotiating with the IRS, or helping to transition a family owned business to the next generation, Carl prides himself on being a trusted advisor to his clients. With a Master’s Degree in Taxation, Carl possesses unique skills to assist his clients in solving legal issues in a tax efficient manner. A clear thinker and easy to talk to, Carl distills complex legal issues into understandable ones that allow his clients to make effective decisions. Carl’s clients are individuals and businesses in a wide variety of occupations and industries that value a trusted advisor as their lawyer.

Carl Assists Clients With

  • Structuring estate plans for affluent individuals and families to maximize wealth preservation from one generation to the next
  • Representation for corporate and individual fiduciaries, as well as beneficiaries in probate and trust administration matters
  • Business succession planning
  • Representation of taxpayers in dealing with tax controversies involving state and federal taxing authorities
  • Planning and structuring charitable donations for both individuals and charitable organizations

Experience/Representative Client Work

  • Preparation and implementation of estate plan for clients with net worth in excess of $75 million
  • Successful preparation and implementation of complex estate plan for client with real estate holdings worth in excess of $25 million
  • Represented a charity in an estate dispute, preserving the full charitable distribution indicated in the original trust documents, an amount which was over $1 million more than the trustee intended to distribute
  • Probate administration of deceased owner of manufacturing firm with a net worth in excess of $7 million
  • Preserved a client’s family farm valued at more than $3 million through successful representation during an estate dispute
  • Negotiated with Internal Revenue Service in a dispute involving complex estate tax issues

Awards/Distinctions

  • Martindale-Hubbell® Peer Review Rating™–AV Preeminent, reflecting an attorney who has reached the height of professional excellence and is recognized for the highest levels of skill and integrity
  • Named one of “Milwaukee’s Leading Lawyers” in Tax by M Magazine in 2013 and in Estate Planning in 2014 and 2015
  • Selected for inclusion in The Best Lawyers in America®–Trusts & Estates in 2012–2020
  • Editor, Wisconsin Law Review
  • Named as a Five Star Wealth Manager in Estate Planning in 2011, 2012, and 2013, Milwaukee Magazine
  • Selected for inclusion in Wisconsin Super Lawyers in 2005–2019, Law & Politics and Milwaukee Magazine
  • Beta Gamma Sigma, National Honor Society for Graduate Business Students
  • Judicial Intern, Seventh Circuit Court of Appeals

Articles/Presentations

  • Carl frequently lectures at continuing legal education seminars on various estate and tax issues

Community Involvement

  • Fellow, Wisconsin Law Foundation
  • Member, Kenosha Area Business Alliance
  • Board Member, Kenosha County Civil Service Commission
  • Past President, Society of Financial Service Professionals, Milwaukee Chapter
  • Past Board Member and Board Counsel, Women and Children’s Horizons
  • Past Board Member, Kenosha Historical Society
  • Past Chairman, State of Wisconsin Elections Board

Education

  • University of Wisconsin (J.D. cum laude)
  • University of Wisconsin–Milwaukee (M.S.–Taxation)

 

Licensed for 26 years
State WI
Status Good Standing
Acquired 1996
Updated 09/08/2022

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

Contact Carl

O'Neil, Cannon, Hollman, DeJong & Laing S.C.
111 E Wisconsin Ave
Suite 1400
Milwaukee, WI, 53202-4807

Reviews

5.0 / 5.0
  4 customer reviews
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Posted by Tara | September 13, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Excellent attorney for trust and estate planning matters
Mr. Holborn is a highly experienced and well-respected trust and estate planning attorney. He is excellent at effectively and efficiently developing and executing a big-picture master game plan, including alternative options and strategies, for addressing complex trust and estate planning issues. At the same time, Mr. Holborn also pays careful attention to important details and is extremely personable and responsive, working in close consultation with the client every step of the way. He responds immediately and more than satisfactorily to all client questions and concerns. I trusted Mr. Holborn's judgment implicitly from the inception to successful resolution of my matter involving a complex legacy trust. In short, I highly recommend Mr. Holborn for handling any complex trust or estate planning matter.
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Posted by Mark | May 19, 2014
Everything I was looking for in estate planning
Completely trustworthy and looking out for the client, Carl was recommended to me by my financial advisor and I am completely satisfied with his work for me. I have recommended him to anyone looking for expertise and professional representations in his area's of expertise
Posted by Ann Marie | March 9, 2010
rightDirector/Owner Child Development Center
Extremely thorough and detailed in presenting possible scenarios. Communicates with me in a simplified manor. Carl is always forthright in his advice. His ethics and honesty mades him trustworthy. He is easy to talk to and his relaxed personality makes it easy to ask questions and bring forth concerns about business ventures.
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Posted by anonymous | June 17, 2009
Highly Recommended
We would highly recommend Carl Holborn to anyone needing legal assistance or representation. One would be hard pressed to find a more thorough, honest, knowledgeable, efficient, professional and results oriented attorney. Also,in regards to any and all associations and correspondence, we have ever had with Attorney Holborn, we found him to be an even patient, understanding and conscientious person and have been more than satisfied with the end results provided.
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Cost

We have not found any cost information for this lawyer

Contact for Details

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Tax & Succession Planning Practice Group Leader / Shareholder
  • O'Neil, Cannon, Hollman, DeJong & Laing S.C.
  • 1999 - Present

Education

  • University of Wisconsin Milwaukee
  • MA - Masters Taxation
  • 2005
  • University of Wisconsin Law School
  • JD - Juris Doctor
  • 1996
  • Cardinal Stritch College
  • BS - Bachelor of Science
  • 1993

Associations

  • Wisconsin Law Foundation
  • Fellow
  • 2017 - Present
  • Kenosha County Civil Service Commission
  • Board Member
  • 2009 - Present
  • Wisconsin Law Review
  • Editor
  • N/A
  • Beta Gamma Sigma, National Honor Society for Graduate Business Students
  • Member
  • N/A
  • Seventh Circuit Court of Appeals
  • Judicial Intern
  • N/A
  • Kenosha Area Business Alliance
  • Member
  • N/A
  • Society of Financial Service Professionals, Milwaukee Chapter
  • Past President
  • N/A
  • Women and Children's Horizons
  • Past Board Member and Board Counsel
  • N/A
  • Kenosha Historical Society
  • Past Board Member
  • N/A
  • State of Wisconsin Elections Board
  • Past Chairman
  • N/A
View all associations

Languages Spoken

  • English

Awards

  • Best Lawyers
  • The Best Lawyers in America®–Trusts & Estates
  • 2021
  • Law & Politics Magazine
  • Wisconsin Super Lawyers
  • 2020
  • Milwaukee Magazine
  • Wisconsin Super Lawyers
  • 2020
  • The Best Lawyers in America®–Trusts & Estates
  • Best Lawyers
  • 2020
  • Milwaukee Magazine
  • Wisconsin Super Lawyers
  • 2019
  • Law & Politics Magazine
  • Wisconsin Super Lawyers
  • 2019
  • The Best Lawyers in America®–Trusts & Estates
  • Best Lawyers
  • 2019
  • Wisconsin Super Lawyer
  • Law & Politics Magazine
  • 2018
  • Wisconsin Super Lawyer
  • Milwaukee Magazine
  • 2018
  • The Best Lawyers in America®–Trusts & Estates
  • Best Lawyers
  • 2018
  • The Best Lawyers in America®–Trusts & Estates
  • Best Lawyers
  • 2017
  • The Best Lawyers in America®–Trusts & Estates
  • Best Lawyers
  • 2016
  • Wisconsin Super Lawyers
  • Milwaukee Magazine
  • 2015
  • The Best Lawyers in America®–Trusts & Estates
  • Best Lawyers
  • 2015
  • Wisconsin Super Lawyers
  • Law & Politics Magazine
  • 2015
  • “Milwaukee’s Leading Lawyers” in Estate Planning
  • M Magazine
  • 2015
  • Wisconsin Super Lawyers
  • Milwaukee Magazine
  • 2014
  • Wisconsin Super Lawyers
  • Law & Politics Magazine
  • 2014
  • “Milwaukee’s Leading Lawyers” in Tax
  • M Magazine
  • 2014
  • AV Preeminent Peer Review Rated
  • Martindale-Hubbell
  • 2014
  • The Best Lawyers in America®–Trusts & Estates
  • Best Lawyers
  • 2014
  • Wisconsin Super Lawyers
  • Milwaukee Magazine
  • 2013
  • The Best Lawyers in America®–Trusts & Estates
  • Best Lawyers
  • 2013
  • "Milwaukee's Leading Lawyers" in Tax
  • M Magazine
  • 2013
  • Wisconsin Super Lawyers
  • Law & Politics Magazine
  • 2013
  • Five Star Wealth Manager
  • Milwaukee Magazine
  • 2013
  • Five Star Wealth Manager
  • Milwaukee Magazine
  • 2012
  • Wisconsin Super Lawyers
  • Milwaukee Magazine
  • 2012
  • Wisconsin Super Lawyers
  • Law & Politics Magazine
  • 2012
  • The Best Lawyers in America®–Trusts & Estates
  • Best Lawyers
  • 2012
  • Milwaukee's Top Lawyers
  • M Magazine
  • 2012
  • The Best Lawyers in America®–Trusts & Estates
  • Best Lawyers
  • 2011
  • Five Star Wealth Manager
  • Milwaukee Magazine
  • 2011
  • Wisconsin Super Lawyers
  • Law & Politics Magazine
  • 2011
  • Wisconsin Super Lawyers
  • Milwaukee Magazine
  • 2011
  • Wisconsin Super Lawyers
  • Law & Politics Magazine
  • 2010
  • Wisconsin Super Lawyers
  • Milwaukee Magazine
  • 2010
  • Wisconsin Super Lawyers
  • Law & Politics Magazine
  • 2009
  • Wisconsin Super Lawyers
  • Milwaukee Magazine
  • 2009
  • Wisconsin Super Lawyers
  • Milwaukee Magazine
  • 2008
  • Wisconsin Super Lawyers
  • Law & Politics Magazine
  • 2008
  • Wisconsin Super Lawyers
  • Milwaukee Magazine
  • 2007
  • Wisconsin Super Lawyers
  • Law & Politics Magazine
  • 2007
  • Wisconsin Super Lawyers
  • Milwaukee Magazine
  • 2006
  • Wisconsin Super Lawyers
  • Law & Politics Magazine
  • 2006
  • Wisconsin Super Lawyers
  • Milwaukee Magazine
  • 2005
  • Wisconsin Super Lawyers
  • Law & Politics Magazine
  • 2005
View all awards

Publications

  • Taxation of Exempts
  • Can Private Foundations Make “Qualifying Distributions” to Donor-Advised Funds?
  • 2019
  • State Bar of Wisconsin
  • Workbook for Wisconsin Estate Planners, Co-Editor
  • 2012

Speaking Engagements

  • Money Sense
  • Business Succession Planning
  • 2020
  • 19th Annual Children’s Hospital of Wisconsin Tax and Charitable Planning Conference
  • Advanced Estate Planning Concepts
  • 2017
  • Annual Spring Symposium
  • Estate Planning
  • 2013
  • Medical College of Wisconsin
  • Estate Planning and Other Legal Issues
  • 2013
  • Hospice Alliance
  • The Importance of Health Care Powers of Attorney
  • 2013
  • Children’s Hospital of Wisconsin Foundation Annual Spring Estate Planning Seminar
  • Advising Clients in the New Era of Permanency
  • 2013
  • Medical College of Wisconsin
  • Estate Planning for Physicians and their Families
  • 2011
  • Business Solutions Radio Show
  • Business Succession Planning
  • 2011
  • Annual Symposium
  • Using Tax Returns in Estate Planning
  • 2011
  • Financial Planning Association of Southern Wisconsin Symposium
  • Planning for Change: Putting the Right Pieces Together
  • 2011
  • WISN 1130 AM Radio
  • Business Solutions
  • 2011
  • Milwaukee Bar Center
  • Federal Estate Tax
  • 2010
  • Milwaukee Estate Planning Forum
  • Grantor Trusts
  • 2009
View all speaking engagements

Attorney endorsements

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Milwaukee Estate planning Lawyer Carl D. Holborn
Carl D. Holborn
Estate planning Attorney
Milwaukee, WI
Licensed for 26 years