Carl D. Holborn - O

Carl D. Holborn

Listed in Best Lawyers since 2012

Carl assists individuals and organizations in solving the complex business and legal issues

they face. He prides himself on being a clear thinker, good communicator, and problem

solver. Carl’s work involves helping individuals, executives, professionals, and business

owners with estate and business planning, as well as trust and probate administration. He

also focuses on estate, gift, and income taxation.

Additional Information

Carl Assists Clients With
  • Structuring estate plans for affluent individuals and families to maximize wealth preservation from one generation to the next
  • Representation for corporate and individual fiduciaries, as well as beneficiaries in probate and trust administration matters
  • Business succession planning
  • Representation of taxpayers in dealing with tax controversies involving state and federal taxing authorities
  • Planning and structuring charitable donations for both individuals and charitable organizations


  • Carl frequently lectures at continuing legal education seminars on various estate and tax issues


University of Wisconsin–MilwaukeeMBA University of Wisconsin J.D. 1996
Kenosha Area Business AlliancKenosha County Civil Service CommissionSociety of Financial Service Professionals, Milwaukee ChapterWomen and Children's HorizonsKenosha Historical SocietyState of Wisconsin Elections Board

Case History

Examples of Carl’s Recent Client Work
  • Preparation and implementation of estate plan for clients with net worth in excess of $75 million
  • Successful preparation and implementation of complex estate plan for client with real estate holdings worth in excess of $25 million
  • Represented a charity in an estate dispute, preserving the full charitable distribution indicated in the original trust documents, an amount which was over $1 million more than the trustee intended to distribute
  • Probate administration of deceased owner of manufacturing firm with a net worth in excess of $7 million
  • Preserved a client’s family farm valued at more than $3 million through successful representation during an estate dispute
  • Negotiated with Internal Revenue Service in a dispute involving complex estate tax issues

Office Location

111 East Wisconsin Avenue, Suite 1400
Milwaukee, WI 53202
United States

Practice Areas

Trusts and Estates (Estate Planning, Probate)

Other Information

Gender: Male