Attorney Carl Holborn gave a presentation on “The Importance of Health Care Powers of Attorney” at a seminar organized by Hospice Alliance. The presentation involved case studies on legal controversies in the Karen Ann Quinlan, Natalie Cruzan, and Terri Schaivo cases. The presentation stressed the importance of having a Health Care Power of Attorney and […]

Attorney Carl Holborn gave a presentation on Estate Planning and Other Legal Issues to third year medical residents at the Medical College of Wisconsin as part of the resident’s curriculum  in the  Department of Family and Community Medicine. Carl assists individuals, executives, professionals, and business owners with estate and business planning, as well as trust […]

Attorney Carl D. Holborn presented at the Annual Spring Estate Planning Seminar hosted by the Children’s Hospital of Wisconsin Foundation on May 14, 2013.  Mr. Holborn and other panelists presented a program titled “Advising Clients in the New Era of Permanency” which discussed the highly publicized American Taxpayer Relief Act of 2012.  The panel answered […]

Attorney Carl Holborn presented at the Financial Planning Association of Southern Wisconsin symposium titled “Planning for Change: Putting the Right Pieces Together” at the Country Springs Hotel & Conference Center in Pewaukee on October 27, 2011. Attorney Holborn discussed the importance of tax returns as a source document in the financial planning process. Two tax […]

Attorney Carl Holborn was the guest speaker on the “Business Solutions” program hosted by Diane Chamness” on Saturday, June 18, 2011 on WISN 1130 AM radio. Carl discussed several aspects of business succession planning to include: Can the business be transferred? To whom should the business be transferred? How can the business be transferred and […]

It has been estimated that over 90% of all business information today is created electronically. Use of social networking websites, such as Facebook, on-line photography accounts like Flicker, e-mail passwords and word processing files, is increasingly more common. Various media commentators have addressed the need for individuals to consider their electronic data and on-line postings […]

Carl D. Holborn has been named a Five Star Wealth Manager in Estate Planning in Milwaukee Magazine. This designation was determined by an independent research firm which sampled 40,000 high net worth individuals and 5,000 financial professionals in the Milwaukee Market. The research qualification process takes into account client evaluations based on nine categories, peer […]

The grantor retained annuity trust (GRAT) has been a staple vehicle for estate planning since it was first introduced twenty years ago by the Revenue Reconciliation Act of 1990. A GRAT can effectively transfer property from a grantor to a beneficiary, while greatly reducing the amount of tax the grantor would otherwise owe on the […]

The Homebuyer Tax Credit is scheduled to expire soon. To take advantage of the tax credit, homebuyers must enter into a binding contract to purchase a home before May 1, 2010, and they must close on the home before July 1, 2010. Not surprisingly, many unmarried couples have sought to take advantage of the tax […]

Effectively drafting estate plans for married individuals with children from a prior marriage can be a challenge. Failure to properly plan can cause divisive family disputes. There are many variables to be considered and competing interests that need to be balanced when preparing an appropriate plan. A common concern is that the spouses want to […]

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