• Continuing wealth transfer and asset protection planning for many clients with substantial assets.
• Creation of a limited liability company (LLC) and family limited partnership (FLP) funded with family real estate interests or other assets, and implementation of gifts of LLC and FLP interests to family members.
• Negotiation and implementation of shareholder and buy-sell agreements among owners of closely held businesses.
• Development of several alternative energy projects.
• Financial and legal planning in connection with the sale of a family’s interest in a company.
• Development of succession plans for family-owned and closely held businesses.

Education:
B.A., Ripon College, Ripon, WI (1985) Omicron Delta Epsilon
J.D., University of Wisconsin - Madison (1988)

Admitted to Practice:
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; Taxation

State Bar of Wisconsin

Section Member: Real Property; Elder Law

Marathon County Bar Association

Professional Activities:
Marathon County Estate Planners Forum, Member

State Bar of Wisconsin, Real Property and Trust division Board Member (2010)

Civic Activities:
Woodson Y.M.C.A.

Director (1998 - present), Secretary (2002 - 2004), Treasurer (2004 - 2006), President 2006-2008, Vice President (2008-2010), President (2010)

Robert W. Monk Gardens, Director (2004 - 2007)
Fr. Fisher Endowment Fund, Director (2001 - present)
YWCA Foundation of Wausau, Director (2005 - present), Vice President (2010)
United Way, Chair Professional Division (2005 - 2007)

Wausau Child Care, Inc.

Director (1997 - 2003), President (2000 - 2003)

Wausau Area Youth Soccer Association

Director (2000 - 2004)

Newman Catholic Schools
Wausau Region Chamber of Commerce - Small Business Development Committee
YMCA State Alliance

Vice Chair (2008-present)

YMCA National Assembly, Delegate