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Mark D. Munson

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 within 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 draw 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)

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)

Certifications

  • Certified Elder Law Attorney (CELA) by the National Elder Law Foundation
  • Accredited Attorney with the Veterans Administration

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

Professional Recognition

  • Wisconsin Super Lawyers® magazine - Wisconsin Rising Star in Elder Law (2011 - 2012); Super Lawyer (2013 - 2015)
  • Best Lawyers in America®, Elder Law (2012, 2013, 2014, 2015)

Professional Activities

  • National Academy of Elder Law Attorneys -  Board Member (2016 - Present); Co-Chair 2015 Annual Conference; Planning Committee (2012 - present); Tax Steering Committee (2012 - present); Nominating Committee (2014 - present)
  • National Academy of Elder Law Attorneys - Wisconsin Chapter - Member, Director
  • Marathon County Estate Planners Forum - Member
  • WisPACT - Secretary; chairperson (2015 - Present), Retained Fund Committee (2015 - Present)

Civic Activities

  • Dan Storey Foundation - Director (2009 - present)
  • Immanuel Lutheran Church - Financial Secretary (2005 - 2009)
  • Kids Voting USA of Marathon County, Inc. - Director and President (2007 - 2012)
  • Kids Voting USA of Wisconsin, Inc. - President (2007 - 2012); Director (2004 - 2012)
  • North Central Technical College - Instructor (Real Estate Licensing) (2003)
  • United Way of Marathon County - Board Member (2011 - 2014); Impact Team Member (2009 - present); Loaned Executive Volunteer (2005 - 2008)
  • UW-Marathon County Foundation - Director (2009 - 2016)
  • Wausau Conservatory of Music - Board Member (2011 - 2014)

Articles

Legal Updates

Presentations

  • Protect Your Assets - Medical Assistance and Long-term Care Planning - 11/17/10, 11/18/10, 2/16/11, 4/21/11, 9/21/11, 11/16/11, 2/15/12, 11/14/12, 11/15/12, 5/14/13, 5/15/13, 11/21/13, 3/20/14, 10/30/14, 11/20/14, 10/6/15, 10/3/16 and 10/5/16
  •  Wills, Trusts, and Estates OH MY!  Back to Basics, The National Academy of Elder Law Attorneys Conference - 5/14/2015
  • WisPACT presentation, Chippewa Falls Aging & Disability Resource Center - 12/2/2014
  • Grantor Trusts:  To Be or Not to Be, he National Academy of Elder Law Attorneys Conference - 5/2015
  • Back to Basics, The National Academy of Elder Law Attorneys Conference - 5, 2015
  • Grantor Trusts:  To Be or Not to Be, 17th Annual Elder Law Workshop - 1/23/15
  • 2014 Case Law Updates - State Bar of Wisconsin's "Legal Issues of the Aging" - 9/26/14
  • Understanding the 3.8% Net Investment Income Tax and Its Impacts on Individuals, Trusts, and Estates, Webinar, The National Academy of Elder Law Attorneys - 4/29/2014
  • Estate Planning - Asset Reallocation, Permissible Gifts and Use of Trusts and Expanding Your Practice with Financial Planning Services, The National Academy of Elder Law Attorneys Conference - 4/2014
  • Medical Assistance Planning for Ag Producers, Hot Topics in Agricultural Law: Succession Planning conference (sponsored by Northcentral Technical College, UW-Marathon Center, and Partnership for Progressive Agriculture) - 2/13/2014 and 2/19/2014
  • Personal Care Payments and Agreements Tax and Employment Issues, State Bar of Wisconsin's "Legal Issues of the Aging" - 9/27/2013
  • Trust Tax Myths and Truths, National Association of Legal Investigators Annual Conference - 4/2013
  • Estate Planning - Asset Protection, Uncompensated Transfers and Trusts (including Special Needs Trusts), The National Academy of Elder Law Attorneys - 4/2013
  • Asset Protection for Personal Assets of Physicians, Marshfield Clinic - 10/2/12 and 10/9/2012
  • ABCs of Asset Protection for the 99%, The National Academy of Elder Law Attorneys Conference - 4/2012
  • IRAs in Trusts, State Bar of Wisconsin Webcast - 9/30/2011
  • Qualified Domestic Trust, The National Academy of Elder Law Attorneys Conference - 4/2010
  • The Administration and Taxation of Special Needs Trusts: What Every NAELA Attorney Needs to Know, The National Academy of Elder Law Attorneys Conference - 4/2009