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Joe assists business owners and families in succession planning and estate planning. He also assists businesses, their owners, and investors with executive compensation planning, income tax planning surrounding the creation, operation, and liquidation of business entities and the creation, formation, merger and acquisition of businesses. To add to Joe’s legal expertise, he is a very prominent speaker. Speaking monthly on several topic, Joe’s capability of presenting material—in a non-formal, all-encompassing way—has created a very large niche in his career; one of which he is very passionate about. If you are looking for the right speaker for your group, look no further than Joe Maier.
Joe Assists Clients With
• Multi-generational succession planning
• Income Tax Planning involved in creating, operating and liquidating business entities including corporations, limited liability companies, partnerships and limited partnerships
• Managing every aspect of employee benefits and executive compensation
• ERISA compliance and employee benefit planning and design
• Formations of businesses and exit strategy design
• Mergers and acquisitions
• Estate planning and wealth transfer
2
Practice Areas
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Chat withState: Wisconsin
Acquired: 1995
No misconduct found
111 E. Wisconsin Ave., Suite 1400, Milwaukee, WI, 53202
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2014
Five Star Wealth Manager in Estate Planning, Milwaukee Magazine
N/A
Validictorian, UW Law School
2009 - Present
Sharehlder, O'Neil, Cannon, Hollman, DeJong & Laing S.C.
2016 - Present
Free Speaker OrgPresenter
Chartered Life Underwriter
Estate Planning Law Specialist
Editor
Member
Member
Accredited Estate Planner®
1995
JD - Juris Doctor
1991
BBA - Bachelor of Business Administration
2016
Inheritance Litigation and How to Avoid It
2016
Seven Deadly Sin of Estate Planning
2016
Seven Deadly Sins of Succession Planning
2015
Seven Deadly Sins of Succession Planning
2012
Succession Planning
2012
Helping Clients Sell a Small or Medium Sized Business
N/A
Why I Would Rather be a Beneficiary than Own
N/A
The New World Challenges of Using Family Limited Partnerships...And How to Overcome Them
N/A
The Myth of Crummey
N/A
Masters Series
2005
2004
N/A
English