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About me

My legal practice focuses on the following areas:

* Corporate law and business planning.
* Business succession and tax planning.
* Estate planning, probate and trust administration.
* Family foundations and tax-exempt organizations.

I serve as counsel to individuals, families, and businesses regarding appropriate estate planning, business succession and tax planning arrangements to carry out their goals and objectives. This includes advise on all aspects of probate and trust administration, including estate and gift tax return preparation, private letter rulings, and representation before the IRS and Wisconsin Department of Revenue.

I also serve as counsel to businesses on a wide variety of ongoing business needs, including organization and development of corporations, LLCs, and partnerships, business planning and corporate compliance, contract drafting and negotiations, corporate restructurings, joint ventures, spin-offs, mergers, acqusitions, and the ultimate sale of the businesss.


I provide counsel to nonprofit organizations and foundations on all aspects of nonprofit and tax exempt organizations law, including start-up; obtaining and maintain income tax, property tax and sales tax exemptions; governance and corporate procedures; fiduciary duties of officers and directors; continuing compliance with the complex federal and state regulations applicable to nonprofit organizations and their officers and directors; organizational change, mergers, spin-offs, joint ventures, strategic alliances, creation of subsidiaries and other reorganizations.   



Practice areas


  1. Estate Planning: 50%
    19 years
  2. Business: 40%
    19 years
  3. Tax: 10%
    19 years

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Contact info

Stafford Rosenbaum LLP

1200 N Mayfair Rd
Suite 430
Milwaukee, WI, 53226

Stafford Rosenbaum, LLP

222 West Washington Ave. Suite 900
P.O. Box 1784
Madison, WI, 53701



WIGood Standing199703/23/2015
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Award nameGrantorDate granted
Rising StarWisconsin Super Lawyers2011
Rising StarWisconsin Super Lawyers2009
Rising StarWisconsin Super Lawyers2007
Work experience
TitleCompany nameDuration
PartnerStafford Rosenbaum LLP2011 - Present
ShareholderCook & Franke S.C.1997 - 2011
Association namePosition nameDuration
Attorneys for Family Held EnterprisesMember2014 - Present
Association for Women LawyersMember1997 - Present
American Bar Association Section of Real Property, Trust and Estate LawMemberN/A
Milwaukee Bar AssociationMemberN/A
Wisconsin Bar Association, Real Property, Probate and Trust Law SectionMemberN/A
American Bar Association, Business Law SectionMemberN/A
Wisconsin Bar Association, Business Law SectionMemberN/A
Wisconsin Bar Associationn, Taxation SectionMemberN/A
American Bar Association, Taxation SectionMemberN/A
Publication nameTitleDate
National Business InstituteLegal and Financial Aspects of Tax-Exempt Organizations2009
School nameMajorDegreeGraduated
University of Wisconsin Law SchoolN/AJD - Juris Doctor1997
Beloit CollegeGovernment and HistoryBA - Bachelor of Arts1994
Speaking engagements
Conference nameTitleDate
Annual Conference of the Association of Corporate Counsel - Wisconsin ChapterWisconsin Case Law in a Nutshell: 10 Decisions Every Business Lawyer Should Know2014
Tax-Exempt Organizations from Start to FinishLiability of Directors and Officers2013
Tax- Exempt Organizations from Start to FinishEstablishing Tax Exempt Status2013
Pre-Retirement Planning SeminarEstate Planning2011
Money Talk 620 WTMJEstate Planning and Charitable Giving2010
Money Talk 620 WTMJEstate Planning and Charitable Giving2009
Legal and Financial Aspects of Tax-Exempt OrganizationsAdvising Directors and Officers of Tax Exempt Organizations2009
NAIFA WI SE Quarterly MeetingTrips and Traps in Implementing Estate Plans2008
Money Smart WeekEstate Planning for Families of Persons with Disabilities2007