MILWAUKEE, WI – Davis|Kuelthau is pleased to announce that attorney Jacqueline L. Messler has been named co-chair of the firm’s Estate Planning Team.
As co-chair, Jacqueline is tasked with overseeing a team of attorneys dedicated to serving our estate planning clients. She will ensure that the needs of our family and business, estate planning clients are met and exceeded every day, from one generation to the next. Davis|Kuelthau’s Trusts, Estates and Succession Planning Team is dedicated to helping clients achieve their goals. Helping clients evaluate and choose methods to preserve and protect assets during lifetime and plan for the use of assets to benefit family members, friends and charitable entities at death.
Jacqueline’s practice focuses on estate planning, business succession planning, marital property agreements, guardianships, probate, and trust administration. Jacqueline regularly advises clients, particularly high net-worth individuals, on all aspects of estate planning, including wills, revocable trusts, powers of attorney, irrevocable life insurance trusts, and generation-skipping transfer trusts. Jacqueline has worked with many clients in blended families. She has also assisted clients in special needs planning, including creating trusts under WisPact and Life Navigators.
In addition, she advises business owners in ongoing business operating and succession planning. This includes the preparation of organizational documents, including the Articles of Incorporation and Operating Agreement, buy-sell and transfer restriction agreements, the negotiation and preparation of various other corporate agreements, as well as legal services related to ongoing business operations, and the documents necessary to ensure the successful transition of the ownership and management of the businesses.
Jacqueline earned her Juris Doctorate from Marquette University Law School, and her bachelor’s degree from Carroll University.
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Davis|Kuelthau, s.c. offers an array of innovative legal solutions to business owners and corporations of all sizes, including emerging, middle-market, and Fortune 500 companies, high net worth individuals and families, private and institutional investors, and lenders. The firm’s attorneys, who practice from four offices across Wisconsin, have national experience combined with strong community ties.