William Swendson W

William Swendson Available Now

Estate Planning, Elder Law, Business Law
Specializes In
Estate Planning Elder Law Business Law
Awards
Five Star Wealth Manager
Milwaukee Magazine
Five Star Wealth Manager
Milwaukee Magazine
Five Star Wealth Manager
Milwaukee Magazine
FIVE STAR Wealth Manager
Milwaukee Magazine
Herbert J. Mueller Society
Greater Milwaukee Foundation
Fellow
National Science Foundation
Fellow
Newberry Library
AV Rated - superior national rating
Martindale-Hubbell

Publications
  • Wisconsin&#039
  • s Attempts to Extend the Sales and Use Tax to Services: Florida Revisited
  • Journal of State Taxation
  • Use of Disclaimers in Post Mortem Estate Planning
  • University of Wisconsin-Milwaukee Estate Planning Symposium
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Responds within 1 hour ยท No obligation

๐Ÿ“ž (844) 927-3328
โœ” No Win, No Fee
โœ” 100% Confidential
๐Ÿ“
Telephone: 1300 Summit Avenue
Suite 202 Oconomowoc
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About William Swendson

I genuinely believe that the value of life comes from service to others. I have dedicated more hours to this philosophy than our business manager would care to imagine. I have been rewarded kindly in the friends that I have made, the lessons that I have learned and the impact that I have made on the community. I never stop hunting for the next project. My service to the community has been very broad in scope. I have served as a member of the Oconomowoc school board, the Oconomowoc Hospital Foundation, and as a trustee of St. Jeromeโ€™s Catholic Church. I created a foundation for the Oconomowoc Rotary. I set up a non-profit corporation which provides medical services in Haiti. I have coached soccer for the Oconomowoc Soccer Association and Lake Country United. Currently, I am President of the Village of Lac La Belle. I am a legal advisor to St. Jeromeโ€™s Catholic Church and Holy Hill, and run a free legal clinic. It is my passion and dedication that have powered my law career. As founder and president of the firm, I have created and nurtured an organization that is dedicated to the service of our clients. I require respect and dignity for everyone. I insist that every attorney and assistant obtain the training and continuing education necessary for the highest level of assistance to our clients. I practice what I preach. I travel annually to seminars all over the country. I arrange for twice-monthly teleconferences for our attorneys and the financial planners/CPAs who are our strategic partners. I emphasize active listening so that our team understands the range and depth of our clientsโ€™ needs. I provide client education so that they are empowered to meet the unique and unexpected challenges of life. My aim is to provide my clients with peace of mind. In the end, I want our clients to be satisfied with their choice of our firm as their personal, family attorneys. I concentrate my practice in the areas of estate planning, probate and trust administration, but I am experienced in a wide-range of legal areas having represented financial institutions, medical facilities, real estate developers, condominium associations, real estate brokers, and business entities. I have a wide range of litigation experience including appellate work before the Wisconsin Supreme Court. Beyond that, I am a real estate broker and have a Masters of Tax degree in accounting. It is this range of knowledge and experience that has allowed me to offer our clients superior legal service. I look forward to helping you.

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Practice Areas

โœ” Estate Planning
โœ” Elder Law
โœ” Business Law

Credentials

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Education

  • University of Wisconsin - Milwaukee
  • M.A.
  • Taxation/Accounting
  • University of Wisconsin Law School
  • J.D.
  • Law
  • Lawrence University
  • B.A.
  • Economics
Bar Admissions
  • WealthCounsel Advisors
  • Member
  • WealthCounsel
  • Member
  • St. Jerome Catholic Church
  • Pro Bono Legal Counsel
  • National Academy of Elder Law Attorneys
  • Member
  • Holy Hill
  • Pro Bono Legal Advisor
  • Estate Planning and Probate Section of the Waukesha County Bar Association
  • Co-founder and Board Member
  • Waukesha County Bar Association
  • Member
  • Wisconsin State Bar ย # 1015584
  • Member
  • American Bar Association
  • Member
  • Village of Lac La Belle
  • President
  • Village of Lac La Belle
  • Planning Commission
  • Village of Lac La Belle
  • Trustee
  • Office of Lawyer Regulation District 6
  • Investigative committee
  • St. Jerome Catholic Church
  • Trustee
  • Sister House for Bettered Women
  • Legal Advisor
  • Tax News
  • Board of Advisors
  • Town & Country YMCA
  • Board of Directors
  • University of Wisconsin-Milwaukee Tax Association
  • Member
Professional Experience
  • President
  • Swendson/Fey Law Ltd. 1983 - Current
  • Partner
  • Johnson, Brendemuehl, Swendson & Georgeson 1974 - 1982
  • Associate
  • Arthur, Tomlinson, Gillman & Tracers, S.C. 1973 - 1974

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