William Swendson W

William Swendson Available Now

Suite 202 Oconomowoc
✨ About

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. Jerome’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. Jerome’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 clients’ 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.

βš–οΈ Practice Areas

βœ“ Estate Planning βœ“ Elder Law βœ“ Business Law

Credentials & Experience

πŸŽ“ Education

University of Wisconsin - Milwaukee
M.A.
Taxation/Accounting
University of Wisconsin Law School
J.D.
Law
Lawrence University
B.A.
Economics

πŸ“‹ Bar Admissions

WealthCounsel Advisors Member
Member Member
WealthCounsel Member
Member Member
St. Jerome Catholic Church Member
Pro Bono Legal Counsel Member
National Academy of Elder Law Attorneys Member
Member Member
Holy Hill Member
Pro Bono Legal Advisor Member
Estate Planning and Probate Section of the Waukesha County Bar Association Member
Co-founder and Board Member Member
Waukesha County Bar Association Member
Member Member
Wisconsin State Bar Β # 1015584 Member
Member Member
American Bar Association Member
Member Member
Village of Lac La Belle Member
President Member
Village of Lac La Belle Member
Planning Commission Member
Village of Lac La Belle Member
Trustee Member
Office of Lawyer Regulation District 6 Member
Investigative committee Member
St. Jerome Catholic Church Member
Trustee Member
Sister House for Bettered Women Member
Legal Advisor Member
Tax News Member
Board of Advisors Member
Town & Country YMCA Member
Board of Directors Member
University of Wisconsin-Milwaukee Tax Association Member
Member Member

πŸ’Ό 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

πŸ† Awards & Recognition

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

πŸ“š 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
Get Free Consultation
Responds within 1 hour Β· No obligation
πŸ“ž (844) 927-3328
βœ“ No Win, No Fee
βœ“ 100% Confidential
βœ“ Free Initial Consultation
Telephone: 1300 Summit Avenue, Suite 202 Oconomowoc, WI, 53066 WI, Wisconsin
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