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I am a senior associate and a member of the Estate Planning, Estate & Trust Administration Practice Group in the Milwaukee office. I work closely with my clients to help them achieve their financial goals while minimizing certain tax risks. I represent a diverse client base that includes owners of closely held businesses, philanthropists and high net-worth individuals. I regularly provide legal advice on matters involving estate planning, succession planning, charitable giving, wealth transfer techniques, estate and gift taxation, fiduciary income taxation, marital property agreements and probate and trust administration.
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Chat withState: Wisconsin
Acquired: 2009
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833 E Michigan St Ste 1800, Milwaukee, WI, 53202-5621
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2016
Up and Coming Lawyer, Wisconsin Law Journal
2014 - Present
Susan G. Komen Southeast WisconsinBoard Member (Secretary)
2014 - Present
Milwaukee Estate Planning ForumMember
2010 - Present
Wills for HeroesVolunteer Attorney
2009 - Present
Association for Women LawyersBoard Member (President Elect)
2009 - Present
Milwaukee Bar AssociationMember
2009 - Present
State Bar of WisconsinMember
2014 - 2016
Wisconsin Humane Society Young Leaders Advisory BoardBoard Member
2010 - 2016
Big Brothers Big Sisters of Metro MilwaukeeMentor
2009
JD - Juris Doctor
2006
BS - Bachelor of Science
2016
Estate Planning for your Animal-Loving Clients
2016
Keeping it in the Family - the Good, the Bad, and the Ugly Side of Prenuptial Agreements
2014
Estate and Gift Taxation: Selected Recent Developments
2014
The New Wisconsin Trust Code
2013
Estate and Gift Taxation: Selected Recent Developments and Planning Considerations
2012
Estate and Gift Taxation: Selected Recent Developments and Planning Considerations
2011
Estate and Gift Taxation: Selected Recent Developments
2011
Wealth Transfer Techniques
2014
2014
2013
2010
English