Joe assists business owners and families in succession planning and estate planning. He also assists businesses, their owners, and investors with employee benefit design, executive compensation planning, income tax planning surrounding the creation, operation, and liquidation of business entities and the creation, formation, merger and acquisition of businesses.
Joe Assists Clients With:
Multi-generational succession planning
Income Tax Planning involved in creating, operating and liquidating business entities including corporations, limited liability companies, partnerships and limited partnerships
Managing every aspect of employee benefits and executive compensation
Formations of businesses and exit strategy design
Mergers and acquisitions
Estate planning and wealth transfer
Awards/Distinctions:
Named as a Five Star Wealth Manager in Estate Planning in 2014, Milwaukee Magazine
Chartered Life Underwriter
Accredited Estate Planner®
Distinguished as an Estate Planning Law Specialist
Graduated #1 in class from UW Law School
Editor of UW Law Review
Education:
University of Wisconsin-Milwaukee (B.B.A., Accounting, summa cum laude, 1991)
University of Wisconsin-Madison (J.D., summa cum laude, 1995)
2 topics · no fee, no honorarium, no mileage
Review available topics below. Use the “Request This Free Speech” button and fill out the contact form. Joe contacts you to discuss the details of the request.
In this presentation I will explain the succession planning process. I will help attendees understand what succession planning is and what it is not.
Understand that there is no “magic” bullet or “one size fits all” plan. Succession planning is a puzzle where several pieces fit together. I will help you navigate through all these pieces and help you see the big picture.
Estate Planning means different things to different people. Understanding the components of a good plan–will help you build a great plan.
Let me help you build a great plan today!
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