Attorney Wayne Wilson is an Estate Planning Law Specialist and Accredited Estate Planner as certified by the National Association of Estate Planners and Councils and accredited by the American Bar Association. Attorney Wilson is a founding member and past chairman of the Wisconsin Council of Estate Planning Attorneys. He is a Fellow and past President of EPICOR (Estate Planning Institute of Collaborative Resources, Member and past President of the Madison Estate Council, and an active member of WealthCounsel, LLC and ElderCounsel, LLC. He maintains his professional membership in the Elder Law and Real Property, Probate and Trust Law Sections of the STate Bar of Wisconsin.
Attorney Wilson is licensed to practice law in the State of Wisconsin, having been admitted to the Bar in 1973. He is also admitted to practice before the U.S. Supreme Court, U.S. Courts of Appeal, 7th and 8th Circuits, and the United States District Court, Eastern and Western Districts of Wisconsin. A 1970 graduate of the University of Wisconsin-Madison, Wayne earned a BA degree in Political Science, followed by a JD degree at University of Wisconsin-Madison in 1973. Attorney Wilson is a frequent lecturer to various professional organizations concerning issues of Wealth Strategy counseling, with a special focus on programs designed for the professional advisor. He is the co-author of Generations: Planning Your Legacy (1999), Your Life, Your Legacy: The Fundamentals of Estate Planning (2003 First, 2005 Second, and 2009 Third Editions), Your Life, Your Legacy II: Protecting Those You Love (2013), as well as numerous articles on various estate planning issues.
Practice areas
Living Trusts Tax Planning Wills Power of Attorney for Health Care or Living Wills Supplemental Needs Trust Life Insurance Charitable and other Irrevocable Trusts Specialized Interest such as Family Farm Planning, Asset Protection, Family Limited LIability Companies, Charitable Trusts, HIPAA Planning Trust Administration and Probate
47 years, 1,600 cases
26 years, 1,000 cases
Business Succession Planning Asset Protection Multi-generational Planning Acquisitions and Sale of Business
47 years, 2,000 cases
Languages spoken
English
7633 Ganser Way # 100
Madison, WI, 53719-2092
State | Status | Acquired | Updated |
---|---|---|---|
WI | Good Standing | 1973 | 11/18/2020 |
Award name | Grantor | Date granted |
---|---|---|
BV Rated | Martindale-Hubbell | 2015 |
Estate Planning Law Specialist | National Association of Estate Planning Council | 2014 |
Accredited Estate Planner | National Association of Estate Planning Council | 2014 |
Executive Register | In Business Magazine | 2013 |
Star of Madison--Finalist Law Firms | Madison Newspapers | 2012 |
Executive Register | In Business Magazine | 2012 |
---|---|---|
Accredited Attorney | Veteran's Administration | 2012 |
Star of Madison--Finalist Law Firm | Madison Newspapers | 2011 |
Executive Register | In Business Magazine | 2011 |
Executive Register | In Business Magazine | 2010 |
Executive Register | In Business Magazine | 2009 |
Professional Highlight | Wealth Management Magazine | 2008 |
Title | Company name | Duration |
---|---|---|
Founding Attorney Owner | Wilson Law Group, LLC | 1998 - Present |
Partner/Attorney | Wyngarrd & Wilson | 1978 - 1998 |
Association name | Position name | Duration |
---|---|---|
Madison Better Business Bureau | Member | 2013 - Present |
ElderCounsel, LLC | Charter Member | 2008 - Present |
Alheizmer and Dementia Alliance | Financial and Legal Board Member | 2007 - Present |
Advisors Forum | Charter Member | 2006 - Present |
State Bar of Wisconsin | Member | 2006 - Present |
WealthCounsel, LLC | Member | 2005 - Present |
---|---|---|
Madison Estate Council | Member | 2000 - Present |
Estate Planning Institute of Collaborative Resources | Member | 2000 - Present |
State Bar of Wisconsin, Real Property, Probate and Trust Law Section | Member | 1989 - Present |
Academy of Veterans Planners | Member | 2012 - 2013 |
Estate Planning Institute of Collaborative Resources | President | 2011 - 2012 |
Madison Estate Council | President | 2010 - 2012 |
Estate Planning Institute of Collaborative Resources | President | 2002 - 2003 |
Publication name | Title | Date |
---|---|---|
Legacy Educational Publishing, LLC | Your Life, Your Legacy II | 2013 |
Lifestyles Magazine | Return of the Death Tax | 2011 |
Wisconsin State Journal | Planning an Estate: Wills or Trusts | 2010 |
Wisconsin State Journal | Should I have a Health Care POA | 2010 |
Wisconsin State Journal | 9 Steps for Successful Exit Planning | 2010 |
Capital Region Business Journal | The Buy Sell Agreement | 2009 |
---|---|---|
Publishers Express, LLC | Your Life, Your Legacy--Book | 2009 |
Wisconsin State Journal | New Medicaid Eligibility Rules Part I | 2008 |
Wisconsin State Journal | New Medicaid Eligibilty Rules Part II | 2008 |
Wisconsin State Journal | New Medicaid Eligibility Rules Part III | 2008 |
Quantum Press publication | Generations: Fundamentals of Estate Planning--Book | 1998 |
School name | Degree | Graduated |
---|---|---|
University of Wisconsin | JD - Juris Doctor | 1973 |
University of Wisconsin | Bachelor of Arts | 1970 |
Conference name | Title | Date |
---|---|---|
Continuing Education Seminar | Wisconsin's New Estate Recovery Rules | 2015 |
Regional Conference | Proper use of Beneficiary Designations | 2015 |
Quarterly Forum for Financial Advisors | New Wisconsin Estate Recovery Rules | 2015 |
Farm Planning | Estate Planning for Farmers | 2014 |
Business Succession Planning for Farmers | Advanced Farm Planning | 2014 |
Edward Jones Regional Conference | Opportunities in Advanced Estate Planning | 2014 |
---|---|---|
RWay Member Program | Trustee Responsibilites | 2014 |
Member Program | Estate Planning | 2013 |
Alzheimers Workshop | Estate Planning for Special Circumstances | 2013 |
Alzheimers Annual Program | Medicaid Planning | 2012 |
CE Credit--Annual Conference | Estate Planning Opportunities for Advisors | 2012 |
CE Credit Wilson Law Group Professional Advisors Series | The Inheritor's Trust & Gift Trusts | 2012 |
Alzheimers Association Workshop | Legal Financial Planning | 2012 |
CE Program for Professional Advisors | Opportunities in Estate Planning | 2012 |
NAIFA CE Program | Planning for Long Term Care & Medicaid | 2011 |
DMB Bank Farmers Seminar | Estate Planning for Farmerr | 2010 |
Legal/Financial Seminar | Legal/Financial Issues re Alzheimers | 2010 |
NAIFA CE Program | Planning Under the New Tax Law | 2010 |
Senior Workshop | Planning for Long Term Care for Alzheimers' Patients | 2010 |
Radio Program | Utilizing Trusts to Build Wealth | 2009 |
Future Lifestyles Program | Estate Planning | 2009 |
CE Program for professionals | IRAs | 2008 |
Radio Interview w/Joan & Jodie | Business Succession Planning | 2008 |
CPE Program for Professional Advisors | Charitable Giving | 2007 |
Edward Jones CE Program | Estate Planning Opportunties for Professionals | 2006 |
RWay Program | Advanced Trustee Program | 2006 |
Practice with Purpose | Coaching for Attorneys Part 2 | 2006 |
Practice With Purpose | Coaching for Attorneys Part 1 | 2006 |
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Daniel Krause, Estate planning Attorney on May 14, 2019
Relationship: Fellow lawyer in community
Wayne Wilson is an estate planning legend in Wisconsin. I have known Wayne for years and reach out to him often to pick his brain concerning cases I am working on. He is thoughtful and thorough and a gentleman on top of it all.
Marilyn Rowley, Estate planning Attorney on Jul 8, 2016
Relationship: Fellow lawyer in community
I endorse this lawyer.
Chris Mares, Estate planning Attorney on Mar 27, 2015
Relationship: Fellow lawyer in community
Wayne is a and trusted advisor. I have known and worked with Wayne since 1997. In addition to his extensive knowledge and experience Wayne is able to explain complex issue in understandable terms.
Anthony Schmoldt, Estate planning Attorney on Mar 10, 2015
Relationship: Fellow lawyer in community
I have known Wayne since 2006. I have experienced and watched Wayne provide great legal insight to many attorneys on numerous occasions. He is an asset to the legal community.
Peter Harbach, Estate planning Attorney on Mar 10, 2015
Relationship: Fellow lawyer in community
Wayne is a fellow member of the Wisconsin Council of Estate Planning Attorneys. He has a superior knowledge of the law and his contributions to the group are invaluable. I strongly recommend this lawyer.
Eden Brown, Estate planning Attorney on May 12, 2014
Relationship: Fellow lawyer in community
I have known Wayne Wilson for nearly two decades. Although I am an Oregon attorney, I have worked closely with Wayne and his fine firm, and over the years we have attended numerous national conferences together, and I have visited him and his team in Madison on a number of occasions. Wayne is truly one of the finest attorneys and individuals I've had the pleasure of knowing. He holds the highest standards of integrity, compassion, education, and ethics, and is constantly learning and sharing his knowledge with his peers, his clients and his team. When I refer a client to Wayne, I absolutely know that they will get quality advice at a fair price from a fine human being. Wayne Wilson is a credit to the legal profession and I cannot endorse him highly enough.
Samuel Swansen, Estate planning Attorney on Mar 13, 2012
Relationship: Worked together on matter
I have known Wayne for over ten years as a founding member of EPICOR and have come to admire his legal skills and practicality in solving problems.
Daniel Purtell, Estate planning Attorney on Nov 18, 2011
Relationship: Co-worker
I endorse this lawyer. Wayne is a consumate professional and brings more than thirty (30) years of experience to his clients and their families. He is adept at providing complete and sophisticated estate planning strategies to clients in a way that they can understand.
Robert Ross, Estate planning Attorney on Oct 31, 2011
Relationship: Worked together on matter
Wayne is committed to excellence for all of his clients. I have worked with Wayne and find him to be an attorney that clients can trust and rely upon. He provides high quality work that is personalized to each clients needs. He truly cares about his clients.
Joseph Johnson, Estate planning Attorney on Oct 21, 2011
Relationship: Other
I have worked with Wayne in the estate planning and estate administration fields for over 10 years. Wayne is extremely knowledgeable, easy to work with, communicates well with both clients and colleagues, and is a pleasure to work with. I highly recommend Wayne for any estate planning and estate administration matters.