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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.
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|Award name||Grantor||Date granted|
|Rising Star||Wisconsin Super Lawyers||2011|
|Rising Star||Wisconsin Super Lawyers||2009|
|Rising Star||Wisconsin Super Lawyers||2007|
|Partner||Stafford Rosenbaum LLP||2011 - Present|
|Shareholder||Cook & Franke S.C.||1997 - 2011|
|Association name||Position name||Duration|
|Attorneys for Family Held Enterprises||Member||2014 - Present|
|Association for Women Lawyers||Member||1997 - Present|
|American Bar Association Section of Real Property, Trust and Estate Law||Member||N/A|
|Milwaukee Bar Association||Member||N/A|
|Wisconsin Bar Association, Real Property, Probate and Trust Law Section||Member||N/A|
|American Bar Association, Business Law Section||Member||N/A|
|Wisconsin Bar Association, Business Law Section||Member||N/A|
|Wisconsin Bar Associationn, Taxation Section||Member||N/A|
|American Bar Association, Taxation Section||Member||N/A|
|National Business Institute||Legal and Financial Aspects of Tax-Exempt Organizations||2009|
|University of Wisconsin Law School||N/A||JD - Juris Doctor||1997|
|Beloit College||Government and History||BA - Bachelor of Arts||1994|
|Annual Conference of the Association of Corporate Counsel - Wisconsin Chapter||Wisconsin Case Law in a Nutshell: 10 Decisions Every Business Lawyer Should Know||2014|
|Tax-Exempt Organizations from Start to Finish||Liability of Directors and Officers||2013|
|Tax- Exempt Organizations from Start to Finish||Establishing Tax Exempt Status||2013|
|Pre-Retirement Planning Seminar||Estate Planning||2011|
|Money Talk 620 WTMJ||Estate Planning and Charitable Giving||2010|
|Money Talk 620 WTMJ||Estate Planning and Charitable Giving||2009|
|Legal and Financial Aspects of Tax-Exempt Organizations||Advising Directors and Officers of Tax Exempt Organizations||2009|
|NAIFA WI SE Quarterly Meeting||Trips and Traps in Implementing Estate Plans||2008|
|Money Smart Week||Estate Planning for Families of Persons with Disabilities||2007|