Holborn Presents at the 19th Annual Children’s Hospital of Wisconsin Tax and Charitable Planning Conference


Attorney Carl Holborn gave a presentation on advanced estate planning concepts at the 19th Annual Children’s Hospital of Wisconsin Tax and Charitable Planning Conference.

Carl assists individuals, executives, professionals, and business owners with estate and business planning, as well as trust and probate administration. He also specializes in estate, gift, and income taxation. Carl is a Best Lawyer in America in Estate Planning and frequently lectures at continuing legal education seminars on various estate and tax issues.




OCHDL Is Pleased to Announce That Attorney Kelly M. Condon Has Joined the Firm


Attorney Kelly M. Condon, a graduate of Marquette University Law School, has recently joined the Milwaukee law firm O’Neil, Cannon, Hollman, DeJong & Laing S.C. Previously Kelly was an Advanced Planning Attorney at Northwestern Mutual. Kelly is a member of the Business Law and Tax & Succession Planning Groups. She assists clients with estate planning, probate, trust administration and inheritance litigation.

O’Neil, Cannon, Hollman, DeJong & Laing S.C., founded in Milwaukee in 1973, is a full-service legal practice that primarily focuses on providing business law and civil litigation services to closely-held businesses and their owners. The firm represents corporations, institutions, and partnerships at all stages of the business life cycle, helping them start, grow and transition from one generation to the next. We also assist business owners with their personal legal needs including tax and estate planning, family law and litigation—including personal injury litigation.




The WiLaw Quarterly Newsletter


 

Newsletter Article Highlights:

Pleased to Announce:

Clink the image below to read more.

 




Seth Dizard Named as a 2017 Wisconsin Legal Innovator by State Bar of Wisconsin


In a recent article previewed in the InsideTrack, a bi-weekly newsletter by the State Bar of Wisconsin, Seth E. Dizard was featured as a 2017 Wisconsin Legal Innovator. The article will be featured as the cover story of the November Edition of the Wisconsin Lawyer.  Read the full article here to learn more about this prestigious recognition.

Attorney Dizard is the head of the firm’s Banking & Creditors’ Rights Practice Group. He has extensive experience serving as a court-appointed receiver throughout the State of Wisconsin for businesses, construction projects, real estate developments, marital and family estates, rental income properties, and high net worth individuals.

 




Paul Zimmer Appointed to Brown Deer Plan Commission


On October 16, 2017, the Brown Deer Village Board approved Attorney Paul W. Zimmer’s appointment to the Brown Deer Plan Commission. The Plan Commission studies and makes recommendations to the Village Board in matters of proposed site plans, zoning changes, subdivision plats, and review of the Official Village Map and the Village’s Comprehensive Plan. One of the most frequent duties of the Plan Commission is the study and recommendation of conditional use permits.

Attorney Zimmer was also appointed as the Second Alternate for the Brown Deer Board of Appeals, which handles appeals of zoning disputes in the Village. Both appointments fill vacant three-year terms, which run through April 30, 2018. Attorney Zimmer is thrilled to have this opportunity to give back to his community, and the experience will help Attorney Zimmer better serve clients navigating zoning and property disputes throughout the state.




Attorney Kuglitsch Presents at the WI SHRM State Conference


Last week attorney Kelly Kuglitsch was a panelist for a presentation entitled “Fiduciary Fundamentals: The Growing Need for Fiduciary in a Corporate Sponsored Retirement Plan” at the WI SHRM State Conference in Wisconsin Dells. Kelly shared insights on what can happen when retirement plan fiduciary fundamentals are overlooked or misunderstood. She also described real life examples of common fiduciary errors, as well as the resolution and correction options that should be considered once failures have occurred.

Kelly is a member of the firm’s employment law practice group with a focus on benefits and compensation. She provides employers, plan administrators, retirement and health plan fiduciaries, and related service providers with expert analysis and strategies for dealing with the ever-changing and complex standards of ERISA, the Internal Revenue Code, HIPAA, COBRA, the Affordable Care Act (ACA), and related laws. Her goal with respect to tax-qualified retirement plans, executive compensation, and health and welfare plans, is to help employers meet their human resources, compensation, and benefits objectives while minimizing exposure to penalties, excise taxes, arising from actual or alleged noncompliance.

If you would like more information on any of these topics you can contact Kelly at 414-276-5000 or Kelly.Kuglitsch@wilaw.com.




OCHDL Proudly Sponsors 10th Annual Charitable Event for CRS


For the second consecutive year, OCHDL proudly sponsored the Catholic Relief Services (CRS) reception at the Wisconsin Club. This was a very special year, as the humanitarian group celebrated its 10th year here in Milwaukee. As always, a very well received event and powerful message was presented.

The Milwaukee chapter of CRS, which includes OCHDL Shareholder Carl Holborn, brought about a great deal of awareness this year–reaching out to radio stations, publications, and even appeared on TMJ4′s The Morning Blend to help spread the word about CRS and their charitable mission. The Milwaukee committee is grateful for all the support the Milwaukee community has shown to them over the years and are very proud to be celebrating this ten-year milestone.

CRS is one of the largest international aid organizations in the world. They are also one of the most efficient and effective: Ninety-seven percent of their expenditures go directly to programs that benefit individuals overseas. As part of the universal mission of the Catholic Church, they work with local, national and international Catholic institutions and structures, and other organizations, to assist people on the basis of need, without regard to race, religion or nationality. They alleviate suffering and provide assistance to more than 100 million people in need who live in some of the most impoverished places in over 100 countries.

O’Neil, Cannon, Hollman, DeJong and Laing S.C. is honored to have been a part of such a meaningful event.

Read more about CRS >>

 




OCHDL Is Pleased to Announce That Attorney Nicholas G. Chmurski Has Joined the Firm


Attorney Nicholas G. Chmurski, a graduate of Marquette University, has recently joined the Milwaukee law firm O’Neil, Cannon, Hollman, DeJong & Laing S.C. Nick is a member of the Business Law and Real Estate & Construction Groups.  His business background and clerkship experience make Nick a valuable resource, as he is able to contribute across practice groups to help solve a wide range of legal issues.

O’Neil, Cannon, Hollman, DeJong & Laing S.C., founded in Milwaukee in 1973, is a full-service legal practice that primarily focuses on providing business law and civil litigation services to closely-held businesses and their owners. The firm represents corporations, institutions, and partnerships at all stages of the business life cycle, helping them start, grow and transition from one generation to the next. We also assist business owners with their personal legal needs including tax and estate planning, family law and litigation—including personal injury litigation.




Attorney Kuglitsch Presents at American Bar Association Joint CLE Program


Attorney Kelly Kuglitsch presented “Section 409A Issue Spotting” for the S-Corporation Subcommittee of the Taxation Section at the ABA 2017 Joint Fall CLE Meeting last week in Austin, Texas. Kelly highlighted some ways in which the current employment-related practices of S corporations may inadvertently result in violations of Code Section 409A, and described how to recognize and avoid common compliance errors.

Kelly is a member of the firm’s employment law practice group with a focus on benefits and compensation. She provides employers, plan administrators, retirement and health plan fiduciaries, and related service providers with expert analysis and strategies for dealing with the ever-changing and complex standards of ERISA, the Internal Revenue Code, HIPAA, COBRA, the Affordable Care Act (ACA), and related laws. Kelly also assists employers with benefit plan design and compliance issues. With respect to tax-qualified retirement plans, executive compensation, and health and welfare plans, Kelly’s goal is to help employers meet their human resources, compensation, and benefits objectives while minimizing exposure to penalties, excise taxes, and litigation arising from actual or alleged noncompliance.

If you would like more information on any of these topics you can contact Kelly at 414-276-5000 or Kelly.Kuglitsch@wilaw.com.




Best Lawyers® Honors 18 Attorneys in 2018


O’Neil, Cannon, Hollman, DeJong & Laing S.C. is pleased to announce that 18 lawyers have been named to the 2018 Edition of Best Lawyers, the oldest and most respected peer-review publication in the legal profession.

Best Lawyers has published their list for over three decades, earning the respect of the profession, the media, and the public as the most reliable, unbiased source of legal referrals. Its first international list was published in 2006 and since then has grown to provide lists in over 75 countries.

“For more than a third of the century,” says CEO Steven Naifeh, “Best Lawyers has been the gold standard of excellence in the legal profession.” President Phil Greer adds, “We are extremely proud of that record and equally proud to acknowledge the accomplishments of these exceptional legal professionals.”

Lawyers on The Best Lawyers in America list are divided by geographic region and practice areas. They are reviewed by their peers on the basis of professional expertise, and undergo an authentication process to make sure they are in current practice and in good standing.

O’Neil, Cannon, Hollman, DeJong & Laing S.C. would like to congratulate the following attorneys named to the 2018 Best Lawyers in America list:

Since it was first published in 1983, Best Lawyers has become universally regarded as the definitive guide to legal excellence. Best Lawyers is based on an exhaustive peer-review survey. Over 54,000 leading attorneys cast more than 7.3 million votes on the legal abilities of other lawyers in their practice areas. Lawyers are not required or allowed to pay a fee to be listed; therefore inclusion in Best Lawyers is considered a singular honor. Corporate Counsel magazine has called Best Lawyers “the most respected referral list of attorneys in practice.”