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Mark A. Shiller
About Mark
Biography
Mark concentrates his practice in the areas of estate planning, business succession planning and family wealth counseling and typically assists business owners, professionals, senior executives and other individuals, couples and families who appreciate his thoughtful and creative approaches to their often complicated personal, tax and financial planning challenges.
Mark has experience in the preparation and implementation of wills, revocable trusts, irrevocable life insurance and gift trusts, charitable trusts, family limited partnerships, marital property agreements, powers of attorney and other estate planning techniques. These techniques are often used in combination to help clients achieve their goals of reducing administrative hassles, avoiding taxes, structuring a positive inheritance, incapacity planning, creditor protection and other benefits. When applied to the context of planning involving closely held businesses, Mark assists clients in income tax planning, liability protection, ownership and management succession, and other matters. In addition, Mark often assists his business-owning clients with the incorporation of businesses, preparation of organizational documents, buy-sell and stock restriction agreements, and preparation of partnership and employment agreements.
Mark has been quoted in such publications as Smart Money, Worth and Investment News, and was an adjunct professor at the University of Wisconsin Law School where he taught business succession planning, and frequently speaks on estate planning topics. His presentations are on a wide variety of subjects and are generally made to groups of attorneys, accountants or other financial professionals, but have also been made to business groups and the general public.
Practice Areas
4
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Wisconsin for 31 years
State: Wisconsin
Acquired: 1994
No misconduct found
Location
Certus Legal Group, Ltd.
10700 W. Research Drive, Suite 165, Milwaukee, WI, 53226
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Experience
Honors
2015
Listed, Best Lawyers in America
2014
Super Lawyer, Law & Politics Magazine
2014
Leading Lawyers, M Magazine
2014
Listed, Best Lawyers in America
2013
Super Lawyer, Law & Politics Magazine
2013
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2013
Five Star Wealth Manager, Five Star Professional
2013
Best Lawyers, Milwaukee Magazine
2013
Listed, Best Lawyers in America
2012
Listed, Best Lawyers in America
2012
Five Star Wealth Manager, Five Star Professional
2012
Super Lawyer, Law & Politics Magazine
2011
Super Lawyer, Law & Politics Magazine
2011
Listed, Best Lawyers in America
2010
Super Lawyer, Law & Politics Magazine
2010
Listed, Best Lawyers in America
2009
Super Lawyer, Law & Politics Magazine
2009
Listed, Best Lawyers in America
2008
Super Lawyer, Law & Politics Magazine
2008
Listed, Best Lawyers in America
2007
Listed, Best Lawyers in America
2007
Super Lawyer, Law & Politics Magazine
Work Experience
2013 - Present
Attorney, Certus Legal Group, Ltd.
2008 - 2011
Adjunct Professor, University Of Wisconsin Madison Law School
2008 - 2013
Shareholder, Godfrey & Kahn S.C.
Associations
2015 - Present
Uniform Power of Appointment Act Review CommitteeChair
2014 - Present
State Bar of WisconsinDigital Assets Committee
2008 - Present
Board of Governors -- Real Property, Probate and Trust Law Section of the Wisconsin BarChair
2007 - Present
Wisconsin UTC Subcommittee
2006 - Present
American College of Trusts and Estates CounselFellow
1999 - Present
Milwaukee Estate Counselors ForumPast President
1997 - Present
Milwaukee Estate Planning AssociationPast President
1994 - Present
State Bar of WisconsinMember
American Bar Association
Member
2008 - 2013
Milwaukee Bar AssociationPast Chair of Trusts & Estates Section
Education
1994
University of Michigan Law School
JD - Juris Doctor
1993
University of Michigan
MAE
1990
University of Michigan
BA - Bachelor of Arts
Speaking Engagements
2014
State Bar of Wisconsin
Wisconsin Trust Code
2014
Monthly Meeting
Community Property for Those Just Who Practice Common Law
2011
CEO Roundtable
Family Wealth Counseling
Languages
English