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  • Estate Planning, Tax Law
  • Wisconsin, Wisconsin, Wisconsin, Wisconsin 1976
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Practice Areas
  • Estate Planning
  • Tax Law
Additional Practice Areas
  • Employee Benefits & Executive Compensation Law
  • Tax
  • Trusts and Estates
Jurisdictions Admitted to Practice
Wisconsin
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Wisconsin
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Wisconsin
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Wisconsin 1976
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U.S. Court of Federal Claims
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U.S. District Court, Eastern District of Wisconsin 1979
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U.S. District Court, Western District of Wisconsin 1979
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U.S. Tax Court 1983
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Languages
  • Spanish
Professional Experience
Education
University of Wisconsin
B.A
Milwaukee
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DePaul University
LL.M
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Marquette University Law School
J.D
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College of St. Thomas
B.A
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Professional Associations
Current
Activities: Milwaukee Bar Association (Chairman
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Current
Activities: Legal Services For the Elderly Committee
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Current
Activities: (1984-1986)
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Current
Activities: Chairman
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Current
Activities: Probate
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Current
Activities: Practice and Procedure
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Current
Activities: 1987-1988)
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Current
Activities: American Bar Association (Taxation and Real Property
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Current
Activities: Probate and Trust Sections)
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Current
Activities: State Bar of Wisconsin (Director
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Current
Activities: Real Property
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Current
Activities: Probate and Trust Law Sections 1990-1993)
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Current
Activities: Member: Taxation Section
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Current
Activities: Inter-Professional Relations Accountants' Committee
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Current
Activities: (1976-1980)
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Current
Activities: Wisconsin Society of Chartered Life Underwriters (Director 1996-1998)
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Current
Activities: American Society of Chartered Life Underwriters (CLU)
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Current
Activities: Associate Member Association for Advanced Life Underwriters (AALU) (1999-)
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Current
Activities: Wisconsin Retirement Plan Professionals
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Current
Activities: Ltd. (Director
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Current
Activities: 1987-1990). Fellow
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Current
Activities: American College of Trust and Estate Counsel
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Current
Activities: (1990-)
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Current
Activities: Wisconsin State Chair (2007-)
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Current
Activities: Wisconsin State Laws Coordinator (1992-1995)
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Current
Activities: Committee Chair Employee Benefits in Estate Planning (2002-2005)
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Current
Activities: Greater Milwaukee Employee Benefits Council
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Current
Activities: Instructor
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Current
Activities: Estate Administration Section of General Practice program
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Current
Activities: University of Wisconsin Law School
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Current
Activities: 1981. Member
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Current
Activities: Planned Giving Committee
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Current
Activities: Next Door Foundation
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Current
Activities: Inc.
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Current
Activities: Member
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Current
Activities: Planned Giving Committee Milwaukee Zoological Society
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Current
Activities: Member
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Current
Activities: Planned Giving Committee
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Current
Activities: School Sisters of Notre Dame. President
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Current
Activities: School Sisters of Notre Dame Advisory Counsel (1995-1998). Westwind Greens Owners Association
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Current
Activities: Inc. (Director
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Current
Activities: 1991-1995)
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Current
Activities: Wauwatosa Knights of Columbus Foundation
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Current
Activities: Inc. (Trustee
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Current
Activities: 1982-1999)
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Current
Activities: St. Michael's Cemetery Association (Secretary
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Current
Activities: 1991- ). Trustee
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Current
Activities: Sisters of St. Francis of Assisi Ongoing Community Support Plan (1995-2005)
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Current
Activities: Trustee
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Current
Activities: Servants of Mary Continuing Care Charitable Trust (2003-2005)
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Current
Activities: Trustee
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Current
Activities: Society of the Divine Savior Ongoing Support Trust (2004-2005)
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Current
Activities: Trustee and Treasurer
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Current
Activities: Christ King Parish Community (1995-1998).
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Publications
Articles & Publications
Publication
Websites & Blogs
Website
Website
Contact & Map
411 East Wisconsin Avenue
Milwaukee, Wisconsin 53202
USA
Telephone: (414) 277-5859
Fax: (414) 978-8624