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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 2012–2019
  • 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 2005–2017 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