William A. Swendson

Swendson/Fey Law Ltd.
Contact: 262.567.8454
Experience:
Law School: University of Wisconsin Law School - University of Wisconsin-Madison
Jurisdictions: Federal District - Eastern Wisconsin
Wisconsin
7th Circuit
U.S. Supreme Court
US Tax Court

OVERVIEW

About William A. Swendson
I genuinely believe that the value of life comes from service to others. I have dedicated more hours to this philosophy than our business manager would care to imagine. I have been rewarded kindly in the friends that I have made, the lessons that I have learned and the impact that I have made on the community. I never stop hunting for the next project.

My service to the community has been very broad in scope. I have served as a member of the Oconomowoc school board, the Oconomowoc Hospital Foundation, and as a trustee of St. Jerome’s Catholic Church. I created a foundation for the Oconomowoc Rotary. I set up a non-profit corporation which provides medical services in Haiti. I have coached soccer for the Oconomowoc Soccer Association and Lake Country United. Currently, I am President of the Village of Lac La Belle. I am a legal advisor to St. Jerome’s Catholic Church and Holy Hill, and run a free legal clinic.

It is my passion and dedication that have powered my law career. As founder and president of the firm, I have created and nurtured an organization that is dedicated to the service of our clients. I require respect and dignity for everyone. I insist that every attorney and assistant obtain the training and continuing education necessary for the highest level of assistance to our clients. I practice what I preach. I travel annually to seminars all over the country. I arrange for twice-monthly teleconferences for our attorneys and the financial planners/CPAs who are our strategic partners. I emphasize active listening so that our team understands the range and depth of our clients’ needs. I provide client education so that they are empowered to meet the unique and unexpected challenges of life. My aim is to provide my clients with peace of mind. In the end, I want our clients to be satisfied with their choice of our firm as their personal, family attorneys.

I concentrate my practice in the areas of estate planning, probate and trust administration, but I am experienced in a wide-range of legal areas having represented financial institutions, medical facilities, real estate developers, condominium associations, real estate brokers, and business entities. I have a wide range of litigation experience including appellate work before the Wisconsin Supreme Court. Beyond that, I am a real estate broker and have a Masters of Tax degree in accounting. It is this range of knowledge and experience that has allowed me to offer our clients superior legal service. I look forward to helping you.
Directory Practice Areas
  • Business Law
  • Elder Law
  • Estate Planning
Additional Practice Areas
  • Asset Protection
  • Probate and Trust Administration
Fees
  • Free Consultation
    • We recognize the importance of a strong relationship with our clients. That starts with the first meeting. We will meet with potential clients without cost or obligation to make sure that we understand their needs.
  • Rates, Retainers and Additional Information
    • Our firm uses several billing methods including retainers, advanced fees, hourly billing, flat fees, success and contingency fees. Please contact us for further information.
Jurisdictions Admitted to Practice
Federal District - Eastern Wisconsin
Wisconsin
7th Circuit
U.S. Supreme Court
US Tax Court
Languages
 SpokenWritten
EnglishYesYes
Professional Experience
President, Swendson/Fey Law Ltd.
-Current
Partner, Johnson, Brendemuehl, Swendson & Georgeson
-
Associate, Arthur, Tomlinson, Gillman & Tracers, S.C.
-
Education
University of Wisconsin - MilwaukeeM.A.Taxation/Accounting
University of Wisconsin Law School - University of Wisconsin-MadisonJ.D.Law
Honors: National Science Foundation Fellow - Institute of Law and behavioral Science (1971)
Lawrence UniversityB.A.Economics
Honors: Newberry Library Fellow (1969)
Professional Activities
Pro Bono Legal Counsel St. Jerome Catholic Church 1998-Current
Pro Bono Legal Advisor Holy Hill 1994-Current
President Village of Lac La Belle 2009-2012
Planning Commission Village of Lac La Belle 1988-2012
Trustee Village of Lac La Belle 2007-2009
Investigative committee Office of Lawyer Regulation District 6 2003-2009
Trustee St. Jerome Catholic Church 1998-2003
Legal Advisor Sister House for Bettered Women 1982-2000
Board of Advisors Tax News 1983-1996
Board of Directors Town & Country YMCA 1989-1994
Member University of Wisconsin-Milwaukee Tax Association 1984-1994
Awards
Five Star Wealth Manager, Milwaukee Magazine
A Top Estate Planning Attorney in the Milwaukee area.
Five Star Wealth Manager, Milwaukee Magazine
Top 3% of estate planning attorneys in the Greater Milwaukee area.
FIVE STAR Wealth Manager, Milwaukee Magazine
This elite group represents the top 6% of estate planners in the Milwaukee area
Herbert J. Mueller Society, Greater Milwaukee Foundation
Fellow, National Science Foundation
Fellow, Newberry Library
AV Rated - superior national rating, Martindale-Hubbell
Professional Associations
Member, WealthCounsel Advisors
-Current
Member, WealthCounsel
-Current
Member, National Academy of Elder Law Attorneys
-Current
Co-founder and Board Member, Estate Planning and Probate Section of the Waukesha County Bar Association
-Current
Former Director, Waukesha County Bar Association
-Current
Member, Wisconsin State Bar
-Current
Member, American Bar Association
-Current

PUBLICATIONS

Articles & Publications
  • Wisconsin's Attempts to Extend the Sales and Use Tax to Services: Florida Revisited
    Journal of State Taxation
  • Use of Disclaimers in Post Mortem Estate Planning
    University of Wisconsin-Milwaukee Estate Planning Symposium

WEBSITES & BLOGS

Website: Website
Blog: Swendson Fey Law Ltd. Legal Blog

    SOCIAL MEDIA

    CONTACT & MAP

    1300 Summit Avenue, Suite 202
    Oconomowoc, WI 53066
    USA
    Telephone: 262.567.8454
    Fax: 262.567.8576