Nancy L. Wilson

Tel | 414.276.5000




  • University of Wisconsin Law School (J.D.)
  • University of Alabama Law School (L.L.M in Taxation)
  • University of Wisconsin-Madison (Masters in Accounting and B.B.A.)

Nancy L. Wilson

Nancy is a member of the Estate and Succession Planning Practice Group. She assists clients in all matters relating to estate planning, succession planning, and trust administration. In addition to her legal experience, Nancy has also served as Chief Operating Officer for a large consumer electronics distributor and Vice President of Operations for a manufacturing company. She has also owned and operated an accounting and consulting business, credit reporting agency, and various retail stores. Her experience and familiarity with running a business provides her with in-depth knowledge of her business client’s needs.

Nancy Assists Clients With

  • Business formation and growth planning
  • Tax planning
  • Acquisitions and sales
  • Business reorganization and recapitalization
  • Succession planning
  • Estate planning including generational planning
  • Reviewing and amending existing estate plans
  • Drafting and revising contractual documents

Professional Associations & Affiliations

  • Member, Wisconsin Institute of Certified Public Accountants
  • Tax Board and LRIS Board Member, State Bar of Wisconsin
  • Member, Milwaukee Bar Association
  • Member, Waukesha Bar Association
  • Member, Walworth Bar Association


  • Women in the Law Award


  • Nancy frequently presents at various Women’s associations; teams up with and presents with accountants; and speaks at the New Berlin Community Center