As a member of the firm’s Financial Services & Capital Markets group, Phil focuses his practice on estate planning, probate and trust administration, business succession planning, marital property and tax planning. He works with individuals, couples, professionals and business owners to accomplish their objectives while minimizing taxes and expenses and reducing risk. His practice includes planning for unique assets, international considerations and beneficiaries with special needs. He also works with nonprofit organizations on tax and governance issues.
Phil’s notable experience includes:
Phil is a speaker for continuing education courses with the State Bar of Wisconsin PINNACLE, and he speaks frequently to other professional and community groups on estate planning, business succession planning, marital property and probate. He is a former member of the adjunct faculty at Marquette University Law School.