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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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Practice Areas
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Chat withState: Wisconsin
Acquired: 1997
No misconduct found
1200 N Mayfair Rd, Suite 430, Milwaukee, WI, 53226
222 West Washington Ave. Suite 900, P.O. Box 1784, Madison, WI, 53701
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Trusts lawyer
2012
Super Lawyer, Super Lawyers
2011
Rising Star, Wisconsin Super Lawyers
2011
Super Lawyer, Super Lawyers
2009
Rising Star, Wisconsin Super Lawyers
2009
Super Lawyer, Super Lawyers
2007
Rising Star, Wisconsin Super Lawyers
2007
Super Lawyer, Super Lawyers
2011 - Present
Partner, Stafford Rosenbaum LLP
1997 - 2011
Shareholder, Cook & Franke S.C.
2014 - Present
Attorneys for Family Held EnterprisesMember
1997 - Present
Association for Women LawyersMember
Member
Member
Member
Member
Member
Member
Member
1997
law
1994
B.A.
2014
2013
2013
2011
Estate Planning
2010
Estate Planning and Charitable Giving
2009
Estate Planning and Charitable Giving
2009
Advising Directors and Officers of Tax Exempt Organizations
2008
Trips and Traps in Implementing Estate Plans
2007
Estate Planning for Families of Persons with Disabilities
2009
English