Business and Corporate Law

Estate planning should be viewed as an integral part of an overall financial plan, particularly for business owners. An effective estate plan consists of more than just a set of documents and requires a thoughtful consideration of the assets, family dynamics, and objectives unique to each client’s situation. We design and prepare comprehensive estate plans to meet the individual and family needs of our clients.

When a death in the family does occur, we provide counsel and assistance to appointed fiduciaries throughout the probate and/or trust administration processes.

We understand that real estate, whether leased or owned, is an integral and high value asset in many businesses. Real estate is also an asset that can present legal complexities.

We draft, review and negotiate agreements for the purchase, development, ownership, management, sale, and lease of commercial real estate located within the State of Wisconsin.

We develop and implement tax planning strategies for individuals and businesses. If clients require assistance with their ongoing tax reporting, we are here to help.

If the taxing authorities have questions, we will be your committed and diligent advocate. We represent individuals and businesses audited by, or facing collection and enforcement action by, the Internal Revenue Service and the Wisconsin Department of Revenue. If the resolution of a tax matter and preservation of a client’s rights must extend beyond the audit, we have significant experience representing businesses and individuals in state and federal tax controversy matters at both the administrative appeals and judicial levels.