Whether he is working with clients to create and administer an estate plan, solving complicated business problems, negotiating with the IRS, or helping to transition a family owned business to the next generation, Carl prides himself on being a trusted advisor to his clients. With a Master’s Degree in Taxation, Carl possesses unique skills to assist his clients in solving legal issues in a tax efficient manner. A clear thinker and easy to talk to, Carl distills complex legal issues into understandable ones that allow his clients to make effective decisions. Carl’s clients are individuals and businesses in a wide variety of occupations and industries that value a trusted advisor as their lawyer.
Lawyer Profile
Carl D. Holborn
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Recognized Since:2012
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Recognized in:Trusts and Estates
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Website:
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E-mail:
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Languages:English
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Location:111 East Wisconsin Avenue, Suite 1400Milwaukee, WI 53202
Whether he is working with clients to create and administer an estate plan, solving complicated business problems, negotiating with the IRS, or helping to transition a family owned business to the next generation, Carl prides himself on being a trusted advisor to his clients. With a Master’s Degree in Taxation, Carl possesses unique skills to assist his clients in solving legal issues in a tax efficient manner. A clear thinker and easy to talk to, Carl distills complex legal issues into understandable ones that allow his clients to make effective decisions. Carl’s clients are individuals and businesses in a wide variety of occupations and industries that value a trusted advisor as their lawyer.
Lawyer Bio
Education:
- University of Wisconsin–Milwaukee, MBA
Bar Admissions:
- Wisconsin, State Bar of Wisconsin
Affiliations:
- Wisconsin Law Foundation - Fellow
- Kenosha Area Business Alliance - Member
- Kenosha County Civil Service Commission - Board Member
- Kenosha Historical Society - Past Board Member
- Society of Financial Service Professionals, Milwaukee Chapter - Past President
- State of Wisconsin Elections Board - Past Chairman
- Women and Children's Horizons - Past Board Member and Board Counsel
Recognized in The Best Lawyers in America for work in:
- Trusts and Estates
Awards:
- Named one of “Milwaukee’s Leading Lawyers” in Tax by M Magazine in 2013 and in Estate Planning in 2014 and 2015
- Editor, Wisconsin Law Review
- Named as a Five Star Wealth Manager in Estate Planning in 2011, 2012, and 2013, Milwaukee Magazine
- Beta Gamma Sigma, National Honor Society for Graduate Business Students
- Judicial Intern, Seventh Circuit Court of Appeals
- Martindale-Hubbell® Peer Review Rating™–AV Preeminent, reflecting an attorney who has reached the height of professional excellence and is recognized for the highest levels of skill and integrity
- Selected for inclusion in Wisconsin Super Lawyers® in 2005–2018 Law & Politics and Milwaukee Magazine
- Selected for inclusion in The Best Lawyers in America®–Trusts & Estates in 2012–2020.
Areas of Expertise:
- Corporate Finance
- Estate Planning
- Probate
- Tax Planning
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
Articles/Presentations
- Carl frequently lectures at continuing legal education seminars on various estate and tax issues
Firm Details
O'Neil, Cannon, Hollman, DeJong & Laing S.C.
http://www.wilaw.com
Headquarters
111 East Wisconsin Avenue, Suite 1400
Milwaukee, WI 53202
(414) 276.5000
3
Office Locations
in 1
Country
Lawyer 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
Lawyer Client Comments