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Attorney Mark D. Munson concentrates his legal practice in the areas of estate planning, retirement benefits planning, elder law, Medicaid planning, Medicaid qualification and eligibility, Veterans' benefits, long-term care planning, asset preservation, asset protection, individual income taxation, fiduciary income taxation for trusts and estates, wealth transfer taxation (estate, gift, and generation-skipping transfer), probate, estate administration, trust administration, guardianship, and guardianship/conservatorship.
Munson Elder Law & Estate Planning, LLC is a law firm dedicated to the highest quality and professional legal services in the practice areas identified above. In addition, the law firm assists clients with disputes in those areas as well.
Attorney Munson has been recognized as a national leader in the area of elder law and estate planning. He frequently presents to attorneys throughout the country and has received many designations and recognitions, such as being a Certified Elder Law Attorney (CELA) by the National Elder Law Foundation, as accredited by the American Bar Association, being identified in both Super Lawyers and Best Lawyers for more than five consecutive years, and serving on the national board of directors of the National Academy of Elder Law Attorneys (NAELA).
Attorney Munson graduated from the University of South Dakota School of Law in 1999 and from the University of Minnesota - Twin Cities Carlson School of Management (with distinction) in 1995.
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Practice Areas
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Chat withState: Missouri
Acquired: 2017
No misconduct found
State: Kansas
Acquired: 2017
No misconduct found
State: South Dakota
Acquired: 2009
No misconduct found
State: Wisconsin
Acquired: 2002
No misconduct found
State: Illinois
Acquired: 1999
No misconduct found
500 N 1st St. Suite 8000, P.O. Box 8050, Wausau, WI, 54402
1 Client Review
Showing 1 - 1 of 1 review
Posted by Sandy | February 20, 2018 | Hired Attorney | Estate Planning
Sandra Franken
Mark has been my attorney for the past nine years. He has always been more than professional, kind and responsive to any and all of my Estate Planning needs and decisions. I would not hesitate for a moment to recommend him to anyone who may be in need of an Attorney who is knowledgeable in Elder Law....
"When I think of elder law attorneys who are at the top of their practice, Mark is one of the first that comes to mind. Mark's knowledge of elder law and passion for his clients and his practice are truly unparalleled. Mark has an ability to analyze a case and present unique options and solutions that many attorneys would not think of. He really is a trailblazer. His compassion for his clients and his willingness to consult with his peers and help advance the field of elder law in general is remarkable and something that you do not see very often these days. His natural inclination towards compassion and patience and his ability to explain legal concepts in a simple and precise way make him the perfect advisor for elderly clients and their families who are dealing with very trying situations and transitions. For all of the above reasons and more, I give Mark my highest possible endorsement."
"I endorse this lawyer. Mark is great attorney, extremely knowledgeable, honest, and accessible. He takes time to explain and answer questions so everyone is on the same page."
"Mark Munson is one of the finest attorneys I have ever known and worked with. I highly recommend him to any client looking for an experienced, honest and ethical attorney to assist them with their needs. Mark is an excellent Estate Planner, Business Planner and Elder Law attorney. He is the type of attorney that other lawyers seek out to consult with. If you are searching for an elder law attorney for yourself, or for a senior member of your family (such as a parent or grandparent), Mark is the person you want to talk to. His knowledge extends into other areas of legal practice also, such as Advanced Asset Protection, Tax Planning and Probate. Mark is not only one of the brightest and most informed attorneys that I know; he is also personable, empathetic and relates to his clients. It is rare to find a professional who possesses all these characteristics. I have genuine admiration and respect for Mark, and I give him my highest possible endorsement."
"I highly endorse this lawyer. I have known Mark for a number of years, and he is a leader in the elder law and estate planning legal community. His knowledge level exceeds that of many in the legal community."
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2018
Certified Elder Law Attorney, National Elder Law Foundation
2017
Super Lawyer, Super Lawyers
2016
Super Lawyer, Super Lawyers
2015
Super Lawyer, Super Lawyers
2014
Super Lawyer, Super Lawyers
2013
Super Lawyer, Super Lawyers
2012
Rising Star, Super Lawyers
2011
Rising Star, Super Lawyers
2017 - Present
Elder Law, Estate Planning and Asset Protection Attorney, Shepherd Elder Law Group, LLC
2008 - 2017
Attorney, Ruder Ware, L.L.S.C.
2016 - Present
National Academy of Elder Law AttorneysDirector
2010 - Present
National Elder Law FoundationCertified Elder Law Attorney
2005 - Present
National Academy of Elder Law AttorneysMember
2017 - 2017
Wisconsin Pooled and Community Trust (WisPACT)Chair Elect and Executive Committee
2016 - 2017
Wisconsin Pooled and Community Trust (WisPACT)Secretary and Executive Committee
2016 - 2017
Wisconsin Pooled and Community Trust (WisPACT)GovCom Chair and Retained Fund Committee Member
2014 - 2016
Wisconsin Pooled and Community Trust (WisPACT)Board of Directors
2012 - 2013
Wisconsin Pooled and Community Trust (WisPACT)Board of Directors
1999
JD - Juris Doctor
1995
B.S.B. (with distinction), Management
2016
Sophisticated Elder Law Tax and Estate Planning from Start to Finish Part 2
2016
Advising a Personal Representation or Trustee When an Estate or Trust is Beneficiary of Retirement
2015
Wills, Trusts, and Estates: Back to Basics
2014
Financial Services - Long Term Car Insurance
2014
Understanding the 3.8% Net Investment Income Tax (NIIT) and Its Impacts on Individuals, Trusts and Estates
2014
Estate Planning - Asset Reallocation, Premissible Gifts and Use of Trusts
2013
Trust Tax Myths and Truths
2013
Estate Planning
2012
ABC's of Asset Protection Planning for the 99%ers
2010
Tax Planning for Non-Citizens
2009
Special Needs Trust Funding and Administration
2015
English