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Kelly is a member of the Tax Advice, Planning, and Controversy, Estate and Succession Planning and Inheritance Litigation and Will Contest Practice Groups. She assists clients with estate planning, succession planning, probate, trust administration, and inheritance litigation.

Kelly enjoys working with families and believes in educating her clients on how their estate plan will work while they are alive, what happens in an emergency, and what happens upon the loss of a loved one. She believes that a good estate plan will help ease potential family tensions and stress upon the loss of a loved one.

Kelly grew up working on her family’s dairy farm and her mother’s family’s 3rd generation machine shop. She watched many business decisions being made at the kitchen table and understands how family dynamics are inseparable from the family business. She appreciates the ingenuity, perseverance, and dedication required of business owners to grow and expand their businesses.

Kelly Assists Clients With

· Estate Planning for Families

- Wills for Young Families

- Revocable Trusts

- Testamentary Trusts

· Reviewing and Amending Existing Estate Plans

· Maximizing Tax Efficiencies for Beneficiaries

· Transferring Wealth to the Next Generation

· Powers of Attorney

· Avoiding Probate

· Funding Revocable Trusts to Avoid Probate

· Structuring IRA and 401(k) Beneficiary Designations

· Helping Manage a Deceased Loved One’s Affairs

- Trust Administrations

- Probate Administrations

- Non-probate transfers

· Inheritance Litigation Matters

- Will Contests

- Undue Influence Cases

- Trustee Disputes

- Probate Disputes

- Fiduciary Controversies

Contact & Links

Location

  • 111 East Wisconsin Avenue, Suite 1400
    Milwaukee, WI 53202

Education

  • Marquette University
  • Marquette University

Bar Admissions

  • Wisconsin, Wisconsin State Bar
  • Florida, Florida State Bar

Affiliations

  • Professional Dimensions - Member
  • Society of Financial Service Professionals - Board Member
  • Soles for Catholic Education Walk committee - Member
  • State Bar of Wisconsin - Member

Recognized in Best Lawyers: Ones to Watch in America 2023 for work in:

  • Trusts and Estates

Awards:

  • Martindale-Hubbell® Peer Review Rating™–AV, reflecting an attorney who has reached the height of professional excellence and is recognized for the highest levels of skill and integrity
  • Martindale-Hubbell® Peer Review Rating™–AV, reflecting an attorney who has reached the height of professional excellence and is recognized for the highest levels of skill and integrity
  • Dean’s List, Marquette University
  • Member, Alpha Sigma Nu–Jesuit Honor Society
  • Member, Sigma Delta Pi–National Collegiate Hispanic Honor Society
  • CALI Award–Real Estate & Finance Development, 2012

Experience

· Advanced Planning Attorney, Northwestern Mutual, 2016–2017

· Associate Attorney, Mawicke & Goisman, S.C., 2013–2016

· Clerk, Waukesha County Probate Registrar, 2013

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