Mark D. Munson

Attorney

Banner photo of Mark D. Munson

Mark D. Munson

Attorney

Banner photo of Mark D. Munson

Mark D. Munson

Attorney

500 N First Street, Suite 8000
P.O. Box 8050
Wausau, WI 54402-8050
Phone: 715.845.4336
Toll Free: 800.477.8050
Fax: 715.845.2718

Services

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)

Attorney, Mark Munson is a natural born advocate.  He’s motivated to have a meaningful, positive impact on the lives of every client and their families.

Mark’s skillset and experience allows families to focus on caring for one another while he tirelessly works on getting them the legal results, outcomes, and benefits that they’re entitled to receive.  He focuses his practice 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 as well as 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.  He has expanded and enhanced this area of practice realizing the benefits to clients for this type of planning option.  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 annual meetings since 2009, 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 has invested his time as a member of not just the Wisconsin chapter of NAELA but the national organization as well, where he currently serves on their board of directors.  His participation guarantees he’s learning the most sophisticated planning techniques that directly benefit clients.  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.

When not traveling around the country teaching elder law planning techniques for attorneys, Mark is an active father of three.  He is a voracious reader and loves music, often travelling for concerts – he hasn’t missed a U2 tour yet!

Insights

Articles

Presentations

  • Trusts to Hold Retirement Funds, When Beneficiary is a Minor, The National Academy of Elder Law Attorneys – 5/10/19
  • Drafting to Avoid Future Medicaid & SSA Challenges, The National Academy of Elder Law Attorneys 2018 Summit – 11/15/18
  • Paying Retirement Benefits to Trusts Webinar, The National Academy of Elder Law Attorneys – 10/16/18
  • Paying Retirement Benefits to Trusts, NAELA News Online, The National Academy of Elder Law Attorneys – 6/22/18
  • 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
  • Advising a Personal Representative or Trustee When an Estate or Trust is the Beneficiary of Retirement Webinar, The National Academy of Elder Law Attorneys – 9/28/16
  • Using Microsoft Excel for IRA Planning, The National Academy of Elder Law Attorneys Annual Conference 2016 – 4/15/16
  • Sophisticated Elder Law Tax and Estate Planning From Start to Finish Part 2, The National Academy of Elder Law Attorneys Summit 2016 – 3/1/16
  • Advising a Personal Representative or Trustee When an Estate or Trust is the Beneficiary of Retirement Benefits, The National Academy of Elder Law Attorneys – 9/22/15
  • Wills, Trusts, and Estates:  Back to Basics, The National Academy of Elder Law Attorneys Annual Conference 2015- 7/1/15
  • Wills, Trusts, and Estates OH MY!  Back to Basics, The National Academy of Elder Law Attorneys Conference – 5/14/15
  • Grantor Trusts:  To Be or Not to Be, The National Academy of Elder Law Attorneys Conference – May, 2015
  • Back to Basics, The National Academy of Elder Law Attorneys Conference – May, 2015
  • Grantor Trusts:  To Be or Not to Be, 17th Annual Elder Law Workshop – 1/23/15
  • WisPACT presentation, Chippewa Falls Aging & Disability Resource Center – 12/2/14
  • 2014 Case Law Updates – State Bar of Wisconsin’s “Legal Issues of the Aging” – 9/26/14
  • Estate Planning – Asset Reallocation, Permissible Gifts and Use of Trusts, The National Academy of Elder Law Attorneys Basics of Elder and Special Needs Law 2014 – 7/1/14
  • Financial Services – Long Term Care Insurance (2014), The National Academy of Elder Law Attorneys Annual Conference 2014 – 7/1/14
  • Understanding the 3.8% Net Investment Income Tax and Its Impacts on Individuals, Trusts, and Estates, Webinar, The National Academy of Elder Law Attorneys – 4/29/14
  • 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 – April, 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) – 2/13/14 and 2/19/14
  • Trust Tax Myths and Truths, The National Academy of Elder Law Attorneys National Aging & Law Institute 2013 – 12/1/13
  • Personal Care Payments and Agreements Tax and Employment Issues, State Bar of Wisconsin’s “Legal Issues of the Aging” – 9/27/13
  • Estate Planning, The National Academy of Elder Law Attorneys Basics of Elder and Special Needs Law 2014 – 6/1/13
  • Trust Tax Myths and Truths, National Association of Legal Investigators Annual Conference – April, 2013
  • Estate Planning – Asset Protection, Uncompensated Transfers and Trusts (including Special Needs Trusts), The National Academy of Elder Law Attorneys – April, 2013
  • Asset Protection for Personal Assets of Physicians, Marshfield Clinic – 10/2/12 and 10/9/12
  • 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 – April, 2010
  • The Administration and Taxation of Special Needs Trusts: What Every NAELA Attorney Needs to Know, The National Academy of Elder Law Attorneys Conference – April, 2009

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)

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)

500 N First Street, Suite 8000
P.O. Box 8050
Wausau, WI 54402-8050
Phone: 715.845.4336
Toll Free: 800.477.8050
Fax: 715.845.2718

Services

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)

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)

Admissions

  • 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

Certifications

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