Please be advised that contacting Ruder Ware by e-mail does not create an attorney-client relationship. If you contact the firm by e-mail with respect to a matter where the firm does not already represent you, any information which you disclose to us may not be regarded as privileged or confidential.
500 N First Street, Suite 8000
P.O. Box 8050
Wausau, WI 54402-8050
Toll Free: 800.477.8050
Melissa chairs the Trusts & Estates Practice Group. As a seasoned estate planner, Melissa counsels individuals and families to create a plan for the transfer and preservation of their assets during their lifetime and at death.
Using sophisticated techniques, Melissa works with a client’s trusted advisors to create a flexible life plan that meets their goals, both emotional and financial. Melissa also assists family members and friends of her clients in working through probate and trust administration.
She recently received her Certified Financial Planner certification which she uses to better advise clients on their estate plan, retirement options, and the transfer of wealth. Serving as trustee of family trusts, she carries out client intentions through the firm’s Fiduciary Services department. Melissa also works closely with business owners to create a plan of business succession. This involves creative tax planning and a deep understanding of family and business dynamics.
Melissa also has extensive experience representing exempt organizations. She provides counsel in matters such as obtaining and retaining tax exempt status and compliance with federal code to avoid tax penalties.
As a direct result of her straightforward approach, Melissa is frequently sought after to present on estate planning topics whether it be forums for fellow attorneys through the State Bar of Wisconsin or for nonprofit organizations.
Recent engagements include:
Certified Financial Planner