Biography

Charlie focuses his practice on estate planning for individuals, including the preparation of wills, trusts, marital property agreements and powers of attorney; the implementation of gifting strategies; trust and will administration; and the preparation of gift and estate tax returns. His clients include individuals and small family-owned businesses regarding real estate transactions and general business matters.

With over 35 years of experience, and licensed to practice in both Wisconsin and Florida, he brings a unique perspective to his clients and is able to advise on a wide array of estate planning matters including trust, estate and real estate matters that occur in both states.

Representative Clients

• Individuals
• Business Owners
• Family owned and operated businesses
• Charities

Notable Representations

Prenuptial Agreement, Domestic Trust Charlie has a client who was to be married to a non-U.S. citizen. The client’s fiancé is a citizen of Japan and the estate plan not only included a prenuptial agreement but also the preparation of a special domestic trust to ease the estate tax burden as the fiancé is not entitled to the marital deduction for estate tax purposes.

Special Needs Trust Charlie has a client that has an adult disabled daughter and he not only prepared the standard will, trust and powers of attorney, but also a special needs trust so that the disabled daughter retains eligibility for various government programs.

Will, Revocable Trust, Power of Attorney, Stock Purchase Agreement With a client in the process of retiring and selling his business interest to his partner, Charlie assisted with the preparation of not only the standard estate planning documents such as a will, revocable trust, powers of attorney but also a commercial real estate offer to purchase and a stock purchase agreement so that his common stock interest and interest in the commercial building are both completely purchased when he retires.

Contested Will Charlie represented a charity in a will contest where a disgruntled blood heir was unhappy with the terms of the will which left most of the estate to charity. He secured the admission of the will to probate so that the charity received most of the estate as the deceased had planned.

Leadership

Professional Activities

Member, State Bar of Wisconsin

Member, The Florida Bar

Member, Waukesha County Bar Association

Member, Former President, Waukesha County Estate Planning Council, Ltd.

Member, Milwaukee Estate Planning Forum

Community Involvement

Former Chairman, Ministry Council, Peace Lutheran Church, New Berlin, Wisconsin

Herbert Mueller Society Member, Greater Milwaukee Foundation

Member, Scholarship Committee Member, American Hellenic Educational Progressive Association-Milwaukee

Member, Douglas F. McKey Christmas Club

Former Member, Board of Directors, Association for the Rights of Citizens with Handicaps

Published Articles / Presentations

Lecturer on general estate planning and estate administration for other lawyers for required continuing education credits

Frequent lecturer on estate planning for various community groups