Professional Experience:

As a seasoned estate planner, Melissa Kampmann counsels individuals and families to create a plan for the transfer and preservation of their assets during their lifetime and at death.  Using sophisticated techniques, Melissa works with a client's trusted advisors to create a flexible life plan that meets their goals, both emotional and financial.  Melissa also assists the family members and friends of her clients in working through probate and trust administration.

She recently received her Certified Financial Planner certification which she uses to better advise clients on their estate plan, retirement options, and the transfer of wealth.  Serving as trustee of family trusts, she carries out client intentions through the firm's Fiduciary Services department. 

Melissa also has extensive experience representing exempt organizations.  She provides counsel in matters such as obtaining and retaining tax exempt status and compliance with federal code to avoid tax penalties.

As a direct result of her straightforward approach, Melissa is frequently sought after to present on estate planning topics whether it be forums for fellow attorneys through the State Bar of Wisconsin or for nonprofit organizations.

Recent engagements include:

• Creation of an estate plan for physicians with large retirement plans that reduce or eliminate taxes at death
• Advising individuals on the most tax-efficient methods of charitable giving in their estate plan
• Creating plans and limited liability companies for the use, management, and transfer of family property for future generations
• Structuring and drafting of sophisticated documents to transfer family owned business to future generations with least tax consequence

Education:
B.B.A., University of Wisconsin - Madison (2000)
J.D. (cum laude), University of Wisconsin - Madison (2003)

Admitted to Practice:
Wisconsin Supreme Court
U.S. District Court for the Western District of Wisconsin
U.S. District Court for the Eastern District of Wisconsin

Bar Associations:
American Bar Association

Section Member: Real Property, Trust & Estate Law; Taxation; Young Lawyers Division

State Bar of Wisconsin

Section Member: Business Law; Elder Law; Real Property; Taxation; Appellate Practice; General Practice; Law Office Management; Litigation; Young Lawyers Division

Marathon County Bar Association

Professional Recognition:
Young Athena Award nominee (2009)

Wisconsin Law Journal - Up and Coming Lawyers (2009)

Certifications:

Certified Financial Planner

Civic Activities:
Wausau Region Chamber of Commerce, Board Member (2010-present)

Y.W.C.A., Director (2004 - 2008); Men Who Cook Chairperson (2008 - present)
American Heart Association - Heartwalk Coordinator (2004 - 2007)
UW Alumni Association, Vice President (2005 - 2010)
Family Counseling Services, Director (2008 - present)
Aspirus Bioethics Committee, Member (2010 - present)
Aspirus Patient Rights Committee, Member (2009)
Paul and Ruth Schultze Foundation, Secretary (2010 - present)

St. Joseph's Hospital Foundation, Board Member (2010 - present)

NTC Foundation, Inc., Board Member (2011 - present), Co-Chair - Day for NTC Students

Juvenile Diabetes Research Foundation, Advocate, Family Network Coordinator

Adjunct Faculty for the Lawyering Skills Course @ University of Wisconsin Law School