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Jacqueline L. Messler

Jacqueline L. Messler

Davis & Kuelthau
  • Estate Planning, Probate
  • Wisconsin
Review This Lawyer
Client Reviews
Keri Joy W. March 5, 2022
Outstanding Competence, Patience and Expertise I rarely take time to write reviews so I am especially delighted to have the opportunity to write this one about an attorney who helped us immensely and whom I highly recommend. I’m extremely satisfied that I chose Atty. Jackie Messler (“Jackie”) to advise and work with us on our Family’s complex living trust estate. I came across Atty. Jackie while searching for a really good – yet affordable – estate attorney to help untangle errors a previous attorney had made; someone who could work with both co-trustees to help meet our legal obligations with the least amount of stress. I initially called Jackie when I came across her excellent client reviews and recognized her extensive legal education and experience in Estates and Trusts. During our initial free consultation, I asked a pageful of questions to help determine whether Jackie was the right attorney for our situation. Our five trust beneficiaries all had major complications: Dual-state residency; Delayed distribution; a Possible divorce; Title 19 implications; and more. Jackie answered my questions **quickly** / **precisely ** / **knowledgeably** / **honestly**. From her answers it was evident she was as exceptional and knowledgeable as her reviews described her: Efficient (which lowers the legal cost); Pleasant without excess chit-chat; Excellent Verbal Skills; Exceedingly Patient. Recently when asked to share some blessings we experienced in 2021, the first one that came to mind was Attorney Jackie Messler. With all our trust complications and two trustees - along with a mentally and physically ailing sibling living in the house - I credit Jackie’s **Competence** **Patience** **Expertise** **Excellent Communication** **Quick reply time** to making our jobs as doable as possible for us. Although it may sound like no attorney could be as good as all of that, this is an honest, unexaggerated statement of my experience for the past year with this outstanding attorney.
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Biography

I assist clients with estate planning, probate, trust administration, pre-marital agreements, guardianship, and small business succession planning. Regardless of net worth, everybody should have an estate plan. I am happy to assist a range of clients: from the young couple who wants to do estate planning to appoint a guardian for their minor children to the multi-millionaire who needs estate tax planning.

Practice Areas
    Estate Planning
    Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
    Probate
    Probate Administration, Probate Litigation, Will Contests
Fees
  • Free Consultation
  • Credit Cards Accepted
Jurisdictions Admitted to Practice
Wisconsin
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Languages
  • English
Professional Experience
Attorney
Davis & Kuelthau
- Current
Attorney
Weiss Berzowski LLP
-
Law Clerk to Justice Annette Kingsland Ziegler
Wisconsin Supreme Court
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Assisted in drafting majority, concurring, and dissenting opinions. Completed research as necessary, including case law, statutes, regulations, secondary sources, and legislative history. Managed 2-3 interns each semester. Edited memoranda written by interns. Drafted memoranda to prepare the Justice for upcoming cases.
Law Clerk
Schober Schober Mitchell
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Researched and wrote memoranda and briefs on various areas of the law including estate planning, municipality law, 5th Amendment Takings, taxation, landlord-tenant, and farm ownership.
Education
Marquette University Law School
J.D. (2012) | Law
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Honors: CALI Award (highest grade): Taxation of Partnerships and S-Corporations; Taxation of Gifts, Trusts & Estates; Property. Pro Bono Society (Over 90 hours of volunteering).
Activities: Marquette Law Review: Articles Editor 2011-2012, Member 2010-11. Federation of Defense and Corporate Counsel Quarterly: Student Editor 2011-12. Volunteer Income Tax Assistance (VITA). Marquette Volunteer Legal Clinic. Estate Planning Society
Marquette University Law School Logo
Carroll College
B.A. (2009) | History; Political Science
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Honors: Honor Societies: Phi Alpha Theta, Pi Sigma Alpha. Eugene Haugse Award for Excellence as a Pre-Law Student.
Activities: Softball Team, Captain 2008-09. First & Second Team Midwest Conference Softball. Academic All Conference. Mock Trial Team, Captain 2008-09. Student Senate, Secretary & Finance Committee. Staff writer at The New Perspective. Phi Alpha Theta Midwest Conference Presenter: Urban II and the First Crusade.
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Awards
Best Lawyer in Trusts and Estates
Best Lawyers in America
Wisconsin Super Lawyer, Rising Star
Super Lawyers Magazine
Best Lawyer in Trusts and Estates
Best Lawyers in America
Wisconsin Super Lawyer, Rising Star
Super Lawyers Magazine
Up and Coming Lawyer
Wisconsin Law Journal
Professional Associations
State Bar of Wisconsin
Member
Current
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Milwaukee Bar Association
Member
- Current
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Speaking Engagements
Estate Planning for Peace of Mind, Virtual Presentation
Alexian Village Coffee and Conversations
Preserving the Family Legacy Through Estate Planning, Family & Closely Held Business Summit, Italian Community Center
BizTimes Media
Trusts Used for Tax Reduction, Trust 101, Holiday Inn Milwaukee West
NBI
Planning for Transition in Your Family Business, Family & Closely Held Business Summit, Potawatomi Hotel & Casino
Milwaukee Biz Times
Estate Planning for Your Animal-Loving Clients, Wisconsin Humane Society, Milwaukee
Wisconsin Humane Society
Estate Planning for Your Animal-Loving Clients, Association for Women Lawyers, Estate Planning Study Group
AWL
Collecting and Valuing Probate Assets, NBI Probate Boot Camp, Country Springs Hotel
NBI
Educating the Personal Representative, NBI Probate Boot Camp, Country Springs Hotel
NBI
Collecting and Valuing Probate Assets, Milwaukee Bar Association Annual Probate seminar, Milwaukee Bar Association
Milwaukee Bar Association
So What Really Happens When You Die?, Weiss Berzowski Tax and Business Seminar, Wisconsin Club
Estate Planning for the Younger Generation, Weiss Berzowski Estate Planning Conference, Wisconsin Club
Estate Planning for Tangible Personal Property, Weiss Berzowski Estate Planning Conference, Wisconsin Club
The New Wisconsin Trust Code: Wisconsin's Uniform Principal and Income Act, Weiss Berzowski Tax and Business Seminar, Wisconsin Club
Unintended Beneficiaries, Weiss Berzowski Estate Planning Conference, Wisconsin Club
Probate vs. Revocable Living Trust: The Pros and Cons of Each, Weiss Berzowski Estate Planning Conference, Wisconsin Club
Recent Wisconsin Supreme Court Business Decisions, Weiss Berzowski Tax and Business Seminar, Wisconsin Club
Websites & Blogs
Website
Davis & Kuelthau profile
Social Media
Contact & Map
Davis & Kuelthau
300 N. Corporate Drive
Suite 150
Brookfield, WI 53045
Telephone: (262) 792-2409
Davis & Kuelthau
111 East Kilbourn Avenue
Suite 1400
Milwaukee, WI 53202
Telephone: (414) 276-0200
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