Whether he is working with clients to create and administer an estate plan, solving complicated business problems, negotiating with the IRS, or helping to transition a family owned business to the next generation, Carl prides himself on being a trusted advisor to his clients. With a Master’s Degree in Taxation, Carl possesses unique skills to assist his clients in solving legal issues in a tax efficient manner. A clear thinker and easy to talk to, Carl distills complex legal issues into understandable ones that allow his clients to make effective decisions. Carl’s clients are individuals and businesses in a wide variety of occupations and industries that value a trusted advisor as their lawyer.
Carl Assists Clients With
· Structuring estate plans for affluent individuals and families to maximize wealth preservation from one generation to the next
· Representation for corporate and individual fiduciaries, as well as beneficiaries in probate and trust administration matters
· Business succession planning
· Representation of taxpayers in dealing with tax controversies involving state and federal taxing authorities
· Planning and structuring charitable donations for both individuals and charitable organizations
Experience/Representative Client Work
· Preparation and implementation of estate plan for clients with net worth in excess of $75 million
· Successful preparation and implementation of complex estate plan for client with real estate holdings worth in excess of $25 million
· Represented a charity in an estate dispute, preserving the full charitable distribution indicated in the original trust documents, an amount which was over $1 million more than the trustee intended to distribute
· Probate administration of deceased owner of manufacturing firm with a net worth in excess of $7 million
· Preserved a client’s family farm valued at more than $3 million through successful representation during an estate dispute
· Negotiated with Internal Revenue Service in a dispute involving complex estate tax issues
Awards/Distinctions
· Martindale-Hubbell® Peer Review Rating™–AV Preeminent, reflecting an attorney who has reached the height of professional excellence and is recognized for the highest levels of skill and integrity
· Named one of “Milwaukee’s Leading Lawyers” in Tax by M Magazine in 2013 and in Estate Planning in 2014 and 2015
· Selected for inclusion in The Best Lawyers in America®–Trusts & Estates in 2012–2020
· Editor, Wisconsin Law Review
· Named as a Five Star Wealth Manager in Estate Planning in 2011, 2012, and 2013, Milwaukee Magazine
· Selected for inclusion in Wisconsin Super Lawyers in 2005–2019, Law & Politics and Milwaukee Magazine
· Beta Gamma Sigma, National Honor Society for Graduate Business Students
· Judicial Intern, Seventh Circuit Court of Appeals
Articles/Presentations
· Carl frequently lectures at continuing legal education seminars on various estate and tax issues
Community Involvement
· Fellow, Wisconsin Law Foundation
· Member, Kenosha Area Business Alliance
· Board Member, Kenosha County Civil Service Commission
· Past President, Society of Financial Service Professionals, Milwaukee Chapter
· Past Board Member and Board Counsel, Women and Children’s Horizons
· Past Board Member, Kenosha Historical Society
· Past Chairman, State of Wisconsin Elections Board
Education
· University of Wisconsin (J.D. cum laude)
· University of Wisconsin–Milwaukee (M.S.–Taxation)
