Professional Experience:

Licensed to practice law in Wisconsin, Illinois and South Dakota, Mark Munson principally advises clients in the areas of elder law, public benefits (including special needs trusts), estate and trust planning, and taxation. Mark regularly advises clients in the areas of asset protection and medical assistance eligibility. He also counsels business owners on issues concerning creditor protection and limited liability. Mark also assists clients with probate and estate administration, trust administration and guardianship.

Mark is a Certified Elder Law Attorney (CELA) by the National Elder Law Foundation, the only organization accredited by the American Bar Association for the certification of elder law attorneys in the United States. In order to become a CELA, Mark was required to have sufficient experience in various practice areas with the field of elder law, pass an all-day comprehensive examination that tests various issues and disciplines within elder law, and receive the recommendation of other elder law attorneys in Wisconsin and the United States.

Mark is also an accredited attorney by the Veterans Administration, which allows him to advise and counsel clients on veterans’ benefits. Only attorneys who are accredited by the Veterans Administration can counsel clients on veterans’ benefits. When veterans’ benefits are available, Mark regularly integrates his knowledge of medical assistance laws and veterans’ benefits to maximize asset protection plans.

Mark is very active within the professional elder law community. He is a member of the National Academy of Elder Law Attorneys (NAELA), including its Wisconsin chapter. He has presented on trusts and taxes at the organization’s last two annual meetings, which draws elder law attorneys from across the country. He also serves on the steering committee for NAELA’s tax section and is a member of its trusts and special needs trusts section. Mark is a member of the elder law and real property, probate and trust sections of the Wisconsin bar. He is also a member of the American Bar Association’s section on real property, probate and trust section and senior lawyers division.

Education:
B.S. (with distinction), University of Minnesota - Twin Cities, Carlson School of

Management (1995)

J.D., University of South Dakota School of Law (1999)

Admitted to Practice:
Wisconsin Supreme Court
Illinois Supreme Court
South Dakota Supreme Court
U.S. District Court for the Western District of Wisconsin
U.S. District Court for the Eastern District of Wisconsin
U.S. District Court for the Central District of Illinois
U.S. District Court for the Northern District of Illinois

Bar Associations:
American Bar Association

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

State Bar of Wisconsin

Section Member: Elder Law; Real Property

Marathon County Bar Association, Treasurer (2009 - present)

Professional Activities:
National Academy of Elder Law Attorneys, Wisconsin Chapter, Member
Marathon County Estate Planners Forum, Member

Civic Activities:

Dan Storey Foundation, Director (2009 - present)
UWMC Foundation, Director (2009 - present)
Kids Voting USA of Marathon County, Inc.,

Director and President (2007 - present)

Kids Voting USA of Wisconsin, Inc.

President (2007 - present); Director (2004 - present)

United Way of Marathon County, Impact Team Member (2009 - present)
United Way of Marathon County, Loaned Executive Volunteer (2005 - 2008)
Immanuel Lutheran Church, Financial Secretary (2005 - 2009)
Wausau Area Jaycees, Member (2003 - present)
North Central Technical College, Instructor (Real Estate Licensing) (2003)