
Trusted Advisor
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.
Examples of Carl’s Recent 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 that 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 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 Service
- 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
In the News
- Best Lawyers® Honors 14 Attorneys in 2015
- OCHDL Attorneys Recognized as Leading Lawyers in M Magazine
- Holborn Presents “The Importance of Health Care Powers of Attorney”
- Best Lawyers® Recognizes 12 Attorneys from O’Neil, Cannon, Hollman, DeJong & Laing S.C.
- Holborn Presents on Estate Planning and Other Legal Issues at Medical College of Wisconsin
- Attorney Holborn Presented at Estate Planning Seminar for Children’s Hospital of Wisconsin Foundation
- More Honors for our Attorneys
- Best Lawyers® Recognizes 10 Attorneys from O’Neil, Cannon, Hollman, DeJong & Laing S.C.
- More Honors for our Attorneys
- Attorney Holborn Presented at FPA Financial Planning Symposium
- Attorney Holborn Expert Guest Speaker on WISN 1130 AM Radio
- Electronic Data and On-Line Information is of Increasing Importance During Estate Planning
- Carl D. Holborn Named a Five Star Wealth Manager in Estate Planning
- Over 50% of O’Neil, Cannon, Hollman, DeJong & Laing Attorneys Recognized on Super Lawyers® 2010 List
- Carl D. Holborn has been Named to the Kenosha County Civil Service Commission
- Carl D. Holborn Speaks at Corporate Casual on Estate Tax
- Legislation Moving Forward to Make Roth Conversions Viable in Wisconsin
- Sixteen OCHD Attorneys Awarded with Super Lawyers® Designation
- Super Lawyers® Recognizes OCHD Attorneys Among Wisconsin’s Top 5%
- Fourteen OCHD Attorneys Awarded Super Lawyers® Designation
- Eleven OCHD Attorneys Awarded Super Lawyers® Designation