Tim assists clients in transferring their wealth to the next generation in the most tax efficient means available. He also organizes and selects the most advantageous form of operating entities for businesses.
The primary client base Tim works with includes clients who are in need of estate planning, assistance with estate administration and probate as well as establishing plans which incorporate discounted gifting. He also does general corporate work including Shareholder Agreements, recapitalizations and mergers and acquisitions.
- High net worth individuals
- Public and private corporations
Trust Administration Tim assisted a family in administering their parent’s Trust, filing State and Federal Estate Tax Returns and distributing the assets of the Estate.
Gifts Tim also helped another family in splitting off various factions of a business so that discounted gifts could be made to their children based on their children’s business acumen.
Shareholder Buyout He assisted the minority shareholders of a printing company in recapitalizing the company and buying out the majority shareholders.
Member, Former Board Member, Allouez Optimist Club
Member, Board of Directors, Encompass Early Education and Care Foundation, Inc.
Former Member, Board of Directors, Helping Elevate Thru Art & Love, Inc. (HEAL)
Former Board Member, Wisconsin Family Business Forum
Board Member, Encompass Foundation, Inc.
Board Member, First Tee of Green Bay, Inc.
Former Board Member, Literacy Council of Brown County
Former Board Member, Heritage Hill Foundation, Inc.
Member, Bay Area Humane Society, Inc.
Former Board Member, Center for Childhood Safety, Inc.
Member Golf Committee, Green Bay Country Club, Inc.
Published Articles / Presentations
Tim has acted as a guest speaker on estate planning for investment advisors and financial planners.