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Carl D. Holborn
About Carl
Biography
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)
Practice Areas
10
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Wisconsin for 29 years
State: Wisconsin
Acquired: 1996
No misconduct found
Location
O'Neil, Cannon, Hollman, DeJong & Laing S.C.
111 E Wisconsin Ave, Suite 1400, Milwaukee, WI, 53202-4807
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Carl D. Holborn's Reviews
Avvo Review Score
4 Client Reviews
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Practice Areas
Showing 1 - 2 of 2 reviews | General Knowledge
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 10, 2010 | Business
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 co...
Carl D. Holborn's Lawyer Endorsements
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Experience
Honors
2021
Best Lawyers, The Best Lawyers in America®–Trusts & Estates
2020
Law & Politics Magazine, Wisconsin Super Lawyers
2020
Milwaukee Magazine, Wisconsin Super Lawyers
2020
The Best Lawyers in America®–Trusts & Estates, Best Lawyers
2019
Law & Politics Magazine, Wisconsin Super Lawyers
2019
Milwaukee Magazine, Wisconsin Super Lawyers
2019
The Best Lawyers in America®–Trusts & Estates, Best Lawyers
2018
Wisconsin Super Lawyer, Law & Politics Magazine
2018
Wisconsin Super Lawyer, Milwaukee Magazine
2018
The Best Lawyers in America®–Trusts & Estates, Best Lawyers
2017
The Best Lawyers in America®–Trusts & Estates, Best Lawyers
2016
The Best Lawyers in America®–Trusts & Estates, Best Lawyers
2015
“Milwaukee’s Leading Lawyers” in Estate Planning, M Magazine
2015
Wisconsin Super Lawyers, Milwaukee Magazine
2015
Wisconsin Super Lawyers, Law & Politics Magazine
2015
The Best Lawyers in America®–Trusts & Estates, Best Lawyers
2014
Wisconsin Super Lawyers, Milwaukee Magazine
2014
Wisconsin Super Lawyers, Law & Politics Magazine
2014
“Milwaukee’s Leading Lawyers” in Tax, M Magazine
2014
The Best Lawyers in America®–Trusts & Estates, Best Lawyers
2014
AV Preeminent Peer Review Rated, Martindale-Hubbell
2013
Five Star Wealth Manager, Milwaukee Magazine
2013
Wisconsin Super Lawyers, Milwaukee Magazine
2013
Wisconsin Super Lawyers, Law & Politics Magazine
2013
"Milwaukee's Leading Lawyers" in Tax, M Magazine
2013
The Best Lawyers in America®–Trusts & Estates, Best Lawyers
2012
Wisconsin Super Lawyers, Law & Politics Magazine
2012
Five Star Wealth Manager, Milwaukee Magazine
2012
The Best Lawyers in America®–Trusts & Estates, Best Lawyers
2012
Milwaukee's Top Lawyers, M Magazine
2012
Wisconsin Super Lawyers, Milwaukee Magazine
2011
Wisconsin Super Lawyers, Law & Politics Magazine
2011
Wisconsin Super Lawyers, Milwaukee Magazine
2011
Five Star Wealth Manager, Milwaukee Magazine
2011
The Best Lawyers in America®–Trusts & Estates, Best Lawyers
2010
Wisconsin Super Lawyers, Law & Politics Magazine
2010
Wisconsin Super Lawyers, Milwaukee Magazine
2009
Wisconsin Super Lawyers, Milwaukee Magazine
2009
Wisconsin Super Lawyers, Law & Politics Magazine
2008
Wisconsin Super Lawyers, Milwaukee Magazine
2008
Wisconsin Super Lawyers, Law & Politics Magazine
2007
Wisconsin Super Lawyers, Milwaukee Magazine
2007
Wisconsin Super Lawyers, Law & Politics Magazine
2006
Wisconsin Super Lawyers, Law & Politics Magazine
2006
Wisconsin Super Lawyers, Milwaukee Magazine
2005
Wisconsin Super Lawyers, Milwaukee Magazine
2005
Wisconsin Super Lawyers, Law & Politics Magazine
N/A
Client Champion Award, Martindale-Hubbell
N/A
AV Preeminent Rated, Martindale-Hubbell
Work Experience
1999 - Present
Tax & Succession Planning Practice Group Leader / Shareholder, O'Neil, Cannon, Hollman, DeJong & Laing S.C.
1900 - Present
Shareholder, O'Neil, Cannon, Hollman, DeJong & Laing S.C.
Associations
2017 - Present
Wisconsin Law FoundationFellow
2009 - Present
Kenosha County Civil Service CommissionBoard Member
Wisconsin Law Review
Editor
Beta Gamma Sigma, National Honor Society for Graduate Business Students
Member
Seventh Circuit Court of Appeals
Judicial Intern
Kenosha Area Business Alliance
Member
Society of Financial Service Professionals, Milwaukee Chapter
Past President
Women and Children's Horizons
Past Board Member and Board Counsel
Kenosha Historical Society
Past Board Member
State of Wisconsin Elections Board
Past Chairman
Education
2005
University of Wisconsin Milwaukee
MA - Masters Taxation
1996
University of Wisconsin Law School
JD - Juris Doctor
1996
University of Wisconsin-Madison
JD
1993
Cardinal Stritch College
BS - Bachelor of Science
1992
University of Wisconsin
Speaking Engagements
2020
Money Sense
Business Succession Planning
2017
19th Annual Children’s Hospital of Wisconsin Tax and Charitable Planning Conference
Advanced Estate Planning Concepts
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
Annual Spring Symposium
Estate Planning
2011
WISN 1130 AM Radio
Business Solutions
2011
Medical College of Wisconsin
Estate Planning for Physicians and their Families
2011
Financial Planning Association of Southern Wisconsin Symposium
Planning for Change: Putting the Right Pieces Together
2011
Business Solutions Radio Show
Business Succession Planning
2011
Annual Symposium
Using Tax Returns in Estate Planning
2010
Milwaukee Bar Center
Federal Estate Tax
2009
Milwaukee Estate Planning Forum
Grantor Trusts
N/A
Continuing Legal Education Seminars
Estate and Tax
Publications
2019
Taxation of Exempts
Can Private Foundations Make “Qualifying Distributions” to Donor-Advised Funds?
2012
State Bar of Wisconsin
Workbook for Wisconsin Estate Planners, Co-Editor
Languages
English