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:
- 2010 Badger of the Year Award, UW-Alumni, Wausau Chapter
- Best Lawyers in America® , Trust and Estates, (1989–present)
- Wisconsin Super Lawyers®, 2005–present
- Wisconsin Law Foundation – Fellow
Super Lawyers
Mark Bradley serves as trustee of numerous client trusts through the firm’s fiduciary services department.
He also advises trustees on the proper administration of revocable and irrevocable trusts. Among his engagements are the following:
- Providing trustee services to multi-generation family and advising on family’s ownership retention of manufacturing company.
- Structuring series of grantor-retained annuity trusts for owners of holding company stock to shift appreciation to younger family members.
- Successful representation of a trustee in an IRS audit of an estate tax return involving companies and real estate in multiple jurisdictions.
- Successful representation of a deceased physician’s estate concerning IRS challenges to prior gifts, income tax returns, and residency.
Mark Bradley serves as trustee of numerous client trusts through the firm’s fiduciary services department.
He also advises trustees on the proper administration of revocable and irrevocable trusts. Among his engagements are the following:
- Providing trustee services to multi-generation family and advising on family’s ownership retention of manufacturing company.
- Structuring series of grantor-retained annuity trusts for owners of holding company stock to shift appreciation to younger family members.
- Successful representation of a trustee in an IRS audit of an estate tax return involving companies and real estate in multiple jurisdictions.
- Successful representation of a deceased physician’s estate concerning IRS challenges to prior gifts, income tax returns, and residency.
Civic Activities
- B.A. & Esther Greenheck Foundation – Trustee (2000–present)
- Elwyn J. Remington Foundation, Inc. – Director and Secretary (1989–present)
- Good News Project, Inc. – Advisory Committee (2001–present)
- Marshfield Clinic Health System – Vice Chair and Director (2014–present)
- Marshfield Clinic Hospitals, Inc. – Director (2017–present)
- May Family Foundation, Inc. – Director and Secretary (2000–present)
- Security Health Plan, Inc. – Director (2019–present)
- Tahoe Trust Company – Director (2021–present)
- University of Wisconsin System Board of Regents – Member (2003–2017), Vice President (2005–2007), President (2007–2009)
- Wisconsin Institute for Public Policy & Service – Advisory Board Member (2007–present)
- Wisconsin Academy of Sciences, Arts & Letters Foundation – Director (2016–present)
Professional Activities
- American College of Trust and Estate Counsel – Elected Fellow (1989–present)
- Eckhardt’s Workbook for Wisconsin Estate Planners – Co-author
- Marathon County Estate Planners Forum – Member
- State Bar of Wisconsin – Real Property, Probate, and Trust Law Section, Director (1988 – 1996), Chair (1995), Past Chairperson (1997–present); Taxation Section, Director (1982–1988)
Insights
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Apr 09, 2021 -
Proposed Gift and Estate Tax Changes Mean Some May Need to Act Now
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Jul 30, 2020 -
Peter, Paul, and Mary Should Make Large Gifts – Now!
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Apr 29, 2020 -
You Have Been Named as an Agent Under a Wisconsin Power of Attorney: Now What?
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Feb 05, 2018 -
More Planning Tips for Individuals Under New Tax Act
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Nov 11, 2016 -
Taxes Under a Trump Administration
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Jan 21, 2013 -
Estate Planning is About More Than Estate Taxes
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Mar 01, 2011 -
2011 and 2012 May Be Opportune Times For Estate and Gift Tax Planning
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Jun 29, 2010 -
Estate Tax Update
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Feb 02, 2010 -
The Window of Opportunity for Some Types of Planning May Be Closing (Quickly)
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Jan 20, 2010 -
Estate Planning in 2010: Thoughts On What To Do In Uncertain Times
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Dec 29, 2009 -
Questions and Answers Concerning Status of Federal Estate Tax
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Dec 07, 2009 -
FLASH: Congress Acts On Estate Tax Changes (but don’t get too excited yet)
Presentations
- Borrowing Money When Collateral is Held in Trust, 35th Annual Estate Planning Update – 11/14/14
- Protecting IRAs and Retirement Benefits for the Next Generation, Professional Advisors Fall Symposium – 10/11/11
- Drafting Trusts to Achieve Creditor Protection – Presentation at 31st Annual Estate Planning Update, State Bar of Wisconsin – 11/19/10
- Planning for Couples With Large Retirement Accounts – Presentation at 30th Annual Estate Planning Update, State Bar of Wisconsin 11/20/09
- How to Pay Retirement Benefits to Trusts – Presentation at 29th Annual Estate Planning Update, State Bar of Wisconsin 11/21/08
- Estate and Succession Planning for Family Business Owners – Presentation to Family Business Center, University of St. Thomas 11/13/08
- Drafting to Achieve Our Clients Purposes Presentation- at 28th Annual Estate Planning Update, State Bar of Wisconsin 11/7/07
- How to Keep the Business in the Family and Protect the Senior Generation s Financial Security – Presentation to the Family Business Center, University of Wisconsin-Madison 1/24/06
- Top Ten Tips for Keeping What You Have Earned – 5/2 and 5/9/06
- Estate Planning For Business Owners – Presentation to Family Business Center, University of Wisconsin-Madison – January, 2002
Civic Activities
- B.A. & Esther Greenheck Foundation – Trustee (2000–present)
- Elwyn J. Remington Foundation, Inc. – Director and Secretary (1989–present)
- Good News Project, Inc. – Advisory Committee (2001–present)
- Marshfield Clinic Health System – Vice Chair and Director (2014–present)
- Marshfield Clinic Hospitals, Inc. – Director (2017–present)
- May Family Foundation, Inc. – Director and Secretary (2000–present)
- Security Health Plan, Inc. – Director (2019–present)
- Tahoe Trust Company – Director (2021–present)
- University of Wisconsin System Board of Regents – Member (2003–2017), Vice President (2005–2007), President (2007–2009)
- Wisconsin Institute for Public Policy & Service – Advisory Board Member (2007–present)
- Wisconsin Academy of Sciences, Arts & Letters Foundation – Director (2016–present)
Professional Activities
- American College of Trust and Estate Counsel – Elected Fellow (1989–present)
- Eckhardt’s Workbook for Wisconsin Estate Planners – Co-author
- Marathon County Estate Planners Forum – Member
- State Bar of Wisconsin – Real Property, Probate, and Trust Law Section, Director (1988 – 1996), Chair (1995), Past Chairperson (1997–present); Taxation Section, Director (1982–1988)
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:
- 2010 Badger of the Year Award, UW-Alumni, Wausau Chapter
- Best Lawyers in America® , Trust and Estates, (1989–present)
- Wisconsin Super Lawyers®, 2005–present
- Wisconsin Law Foundation – Fellow
Super Lawyers
Education
- B.A., University of Wisconsin – Madison (1972)
Honors: Phi Kappa Phi
- J.D., University of Wisconsin Law School – Madison (1977)
Admissions
- Supreme Court of the United States of America
- Wisconsin Supreme Court
- U.S. District Court for the Western District of Wisconsin
