Education:
B.A., University of Wisconsin - Madison (1972)
Honors: Phi Kappa Phi
J.D.,
University of Wisconsin - Madison (1977)
Admitted to Practice:
Supreme Court of the United States of America
Wisconsin Supreme Court
U.S. District Court for the Western District of Wisconsin
Bar Associations:
American Bar Association
Section Member: Real Property, Trust & Estate Law
State Bar of Wisconsin
Section Member: Real Property
Marathon County Bar Association
Professional Recognition:
Best Lawyers in America® , Trust and Estates, (1989 - present)
Best of the U.S. Inc., Tax Law, 2007
Best of the U.S. Inc., Trust and Estate Law, 2007
Wisconsin Super Lawyers®, 2005 - 2011
2010 Badger of the Year Award, UW-Alumni, Wausau Chapter
Professional Activities:
American College of Trust and Estate Counsel, Fellow (1989 - present)
ATS-CLE, Estate Planning Lecturer
Eckhardt's Workbook for Wisconsin Estate Planners, Co-author
Marathon County Estate Planners Forum, Member
State Bar of Wisconsin Real Property, Probate, and Trust Law Section,
Director (1988 - 1996),
Chair (1995), Past Chairperson (1997 - present), Taxation Section, Director (1982 - 1988)
Wisconsin Law Foundation, Fellow
Civic Activities:
B.A. & Esther Greenheck Foundation, Trustee (2000 - present)
Elwyn J. Remington Foundation, Inc., Secretary (1989 - present)
Good News Project, Inc., Advisor (2001 - present)
Marshfield Clinic National Advisory Council (2005 - present)
May Family Foundation, Inc., Secretary (2000 - present)
University of Wisconsin System Board of Regents,
Member (2003 - present), Vice President (2005 - 2007), President
(2007 - 2009)
University Research Park, Inc., Trustee (2004 - 2007)
Wisconsin Institute for Public Policy & Service, Director (2007 - present)
LEAP National Leadership Council, American Association of Colleges and Universities,
Member (2009 - present)
| Presentations: |
- Protecting IRAs and Retirement Benefits for the Next Generation, Professional Advisors Fall Symposium - 10/11/11
- Drafting Trusts to Achieve Creditor Protection - Presentation at 31st Annual Estate Planning Update, State Bar of Wisconsin - 11/19/10
- “Planning for Couples With Large Retirement Accounts – Presentation at 30th Annual Estate Planning Update, State Bar of Wisconsin – 11/20/09
- How to Pay Retirement Benefits to Trusts – Presentation at 29th Annual Estate Planning Update, State Bar of Wisconsin – 11/21/08
- Estate and Succession Planning for Family Business Owners – Presentation to Family Business Center, University of St. Thomas – 11/13/08
- Drafting to Achieve Our Clients’ Purposes – Presentation at 28th Annual Estate Planning Update, State Bar of Wisconsin – 11/7/07
- How to Keep the Business in the Family and Protect the Senior Generation’s Financial Security - Presentation to the Family Business Center, University of Wisconsin-Madison – 1/24/06
- Top Ten Tips for Keeping What You Have Earned - 5/2 and 5/9/06
- Estate Planning For Business Owners - Presentation to Family Business Center, University of Wisconsin-Madison - January, 2002
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