Tom practices in the areas of estate planning, probate, and trust administration. Prior to joining private practice, Tom worked as a trust officer, administering trusts and estates in the capacity of a trustee/​personal representative. His experience in administration helps him recognize where estate plans can go wrong, and how to prevent the aftermath of a poorly constructed plan.

Tom approaches his practice with the mindset that having a thorough estate plan in place is a wonderful gift to your loved ones. A well-developed estate plan can help ease stress and calm anxieties of your family, allowing them to grieve having lost you.

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Representative Work

  • Worked as a Trust Officer for 5+ years
  • Estate planning for families of all sizes, including federal taxable estates

Admitted to Practice

  • Wisconsin, 2009

Presentations, Publications, & Contributions

  • Presenter, SAIL – Leaving the Gift of Your Wishes (2017)

Community Involvement & Board Memberships

  • Walbridge School, Former Vice Chair
  • SAIL – Sharing Active Independent Lives, Member

Professional Memberships

  • State Bar of Wisconsin
  • Dane County Bar Association
  • American Bar Association
  • Madison Estate Council

Education

  • J.D. cum laude, University of Wisconsin Law School, 2009
  • B.A., magna cum laude, University of Minnesota – Twin Cities, 2006

Tom’s Select Writing & Presentations

2022 Estate Planning Numbers Update

The Estate Planner | 01.21.22

Many prognosticators forecasted significant tax law changes for 2021 that could have had tremendous impact on clients’ estate plans.

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