LuAnn provides support to the business group as the Business Paralegal. She has been with the firm for over 25 years and has worked in a wide variety of areas including business, litigation, family law, estate planning, and guardianships. LuAnn helps the business group with corporate recordkeeping, filings with the Department of Financial Institutions, and initial drafts of corporate organizational documents and various corporate agreements. She also assists with merger and acquisition transactions and real estate matters.
Education
- B.S., University of Wisconsin-Eau Claire
Professional Memberships
- State Bar of Wisconsin Certified Paralegal (SBWCP) April 2019-present
- Madison Area Paralegal Association (MAPA)
- Executive Committee, 2017-2019
LuAnn’s Latest Writing & Presentations
Wisconsin Charitable Organizations Required to Renew Registrations Annually with WDFI
Business Minute | 10.08.25
Charitable organizations registered with the Wisconsin Department of Financial Institutions (WDFI) must file an annual renewal with WDFI by July 31 (with late fee extension through September 30) each year to remain active. This requirement also applies to professional fundraising organizations which annual renewal is due August 31 (with late fee extension through October 31) each year.