Top Business Lawyers in ZIP 53226 | 7 available

My legal practice focuses on the following areas:* Corporate law and business planning.* Business succession and tax planning.* Estate planning, probate and trust administration.* Family foundations and tax-exempt organizations.I serve as counsel to individuals, families, and businesses regarding appropriate estate planning, business succession and tax planning arrangements to carry out their goals and objectives. This includes advise on all aspects of probate and trust administration, including estate and gift tax return preparation, private letter rulings, and representation before the IRS and Wisconsin Department of Revenue. I also serve as counsel to businesses on a wide variety of ongoing business needs, including organization and development of corporations, LLCs, and partnerships, business planning and corporate compliance, contract drafting and negotiations, corporate restructurings, joint ventures, spin-offs, mergers, acqusitions, and the ultimate sale of the businesss.. I provide counsel to nonprofit organizations and foundations on all aspects of nonprofit and tax exempt organizations law, including start-up; obtaining and maintain income tax, property tax and sales tax exemptions; governance and corporate procedures; fiduciary duties of officers and directors; continuing compliance with the complex federal and state regulations applicable to nonprofit organizations and their officers and directors; organizational change, mergers, spin-offs, joint ventures, strategic alliances, creation of subsidiaries and other reorganizations.

Mark concentrates his practice in the areas of estate planning, business succession planning and family wealth counseling and typically assists business owners, professionals, senior executives and other individuals, couples and families who appreciate his thoughtful and creative approaches to their often complicated personal, tax and financial planning challenges.. Mark has experience in the preparation and implementation of wills, revocable trusts, irrevocable life insurance and gift trusts, charitable trusts, family limited partnerships, marital property agreements, powers of attorney and other estate planning techniques. These techniques are often used in combination to help clients achieve their goals of reducing administrative hassles, avoiding taxes, structuring a positive inheritance, incapacity planning, creditor protection and other benefits. When applied to the context of planning involving closely held businesses, Mark assists clients in income tax planning, liability protection, ownership and management succession, and other matters. In addition, Mark often assists his business-owning clients with the incorporation of businesses, preparation of organizational documents, buy-sell and stock restriction agreements, and preparation of partnership and employment agreements.. Mark has been quoted in such publications as Smart Money, Worth and Investment News, and was an adjunct professor at the University of Wisconsin Law School where he taught business succession planning, and frequently speaks on estate planning topics. His presentations are on a wide variety of subjects and are generally made to groups of attorneys, accountants or other financial professionals, but have also been made to business groups and the general public.