Andrew J Willms

Andrew J. Willms is the founding shareholder of Willms Anderson, S.C. Mr. Willms practices in the areas of estate and retirement planning, probate and corporate law.

He earned both his Juris Doctorate and Master of Laws Degree in Estate Planning from the University of Miami College of Law. Mr. Willms is a member of the State Bar of Wisconsin, the Florida Bar Association, the Milwaukee Estate Counselors Forum, and a faculty member of ALI-ABA estate planning courses.

Mr. Willms is also a fellow of the American College of Trust and Estate Counsel. Articles written by Mr. Willms have appeared in numerous publications, including Journal of Financial Service Professionals, Life Association News (LAN), ALI-ABA Estate Planning Course Materials Journal, Tax Management Estates, Gifts and Trusts Journal, The Practical Lawyer, Journal of the American Society of CLU & ChFC, Tax Ideas, The Practical Tax Lawyer, Journal of Taxation of Investments, Taxation for Lawyers, Journal of Pension Benefits, Wisconsin Lawyer, and Successful Estate Planning Ideas and Methods.

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Andrew J. Willms, Attorney At Law
414 North Main St.
Thiensville, WI 53092

Mark D. Burish

Mark Burish practices in the areas of estate planning, probate, corporate and business law.

Mark has advised and assisted clients in a variety of areas, including:

• The preparation of wills and revocable living trusts to obtain a superior tax position.
• Estate planning for disabled and elderly clients to protect assets.
• Creating limited liability companies and limited partnerships to transfer wealth to succeeding (younger) generations.
• The creation and utilization of trusts to effectuate family wealth transfers to succeeding generations, including irrevocable insurance trusts and generation-skipping trusts.
• Utilizing marital agreements in conjunction with living trusts to transfer wealth with minimum taxation exposure.
• Litigation of probate and probate related matters.
• Planning for charitable giving through the use of charitable lead trusts and charitable remainder trusts.
• Planning for succession through the creation and use of recapitalizations, stockholder agreements, split-dollar insurance agreements, compensation arrangements and qualified retirement plans.

Attorney’s Background

Mark counsels a variety of corporate and individual clients with their business, estate planning and family law needs. His experience in business law enables him to provide estate planning which compliments a person’s business needs. Mark has also developed an expertise in the innovative use of marital agreements in conjunction with living trusts.

Mark sits on the board of directors of a bank as well as various other corporations. He is a founder, officer and director of a number of not-for-profit corporations and charitable organizations. Recently, he was named general counsel to a publicly traded corporation.

Mark received his BA degree, summa cum laude, from Marquette University in 1975 and his JD degree from the University of Wisconsin in 1978. Mark is a founding partner, shareholder and president of Hurley, Burish & Milliken, S.C. He is a member of the Wisconsin State Bar, the Dane County Bar Association, the American Bar Association, the Real Property, Probate and Trust Law Section of the ABA, and the Madison Estate Planning Council. He has written articles on estate planning and business law for various business magazines and newsletters and speaks frequently on estate planning to local businesses and social groups.

Firm’s Specialties

Hurley, Burish & Milliken, S.C. is a small firm dedicated to providing clients with the comprehensive and thorough work usually expected of large firms while maintaining the personal working relationships and cost-effectiveness associated with smaller firms. A substantial portion of the firm’s work is generated by referrals from other attorneys who trust Hurley, Burish & Milliken, S.C. with their own clients. The firm handles all types of estate planning and business law. In addition, the firm is highly regarded for its litigation work.

Types of Clients

Mark Burish’s clientele consists of a wide variety of businesses and individuals. His clients include both people with substantial wealth as well as those with modest estates. Many of mark’s estate planning clients are business owners with who he works to coordinate their business and estate planning needs.

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Hurley, Burish & Milliken, S.C.
301 Broom Street
Madison, WI. 53703

Edward F. Hooper

Edward F. (Foss) Hooper practices comprehensive estate planning with an emphasis on techniques that minimize estate taxes for the current generation and that eliminate them for future generations.

Mr. Hooper received a Bachelor of Science degree in Economics and a Master of Science degree in Business Management from Rensselaer Polytechnic Institute in Troy, New York. After graduation Mr. Hooper served as a Captain in the United States Army and was a Senior Systems Engineer for IBM. He attended Marquette University Law School where he received his Juris Doctor degree summa cum laude.

Attorney Hooper received the George L. Laikin Award in estate planning, the Joseph I. Swietlik Award in taxation, and the Law Alumni Award for having the highest academic average in his class.

Attorney Hooper is the fourth generation of his family to be a member of the Wisconsin State Bar. He founded the Hooper Law Office as a practice dedicated to estate and wealth transfer planning, with emphasis on dynasty trusts and multigenerational planning.

Foss believes in comprehensive, macro planning that combines multiple techniques to form a complete and understandable family plan that addresses the needs of both current and future generations. He also believes in the team approach to estate planning, combining members of the accounting, financial planning, insurance, and estate planning professions into a team of family advisors.

Foss believes one of the most important contributions he makes when he develops and implements an estate plan is educating everyone involved. The estate plan will be successful only if everyone on the team, both family members and professional advisors, understands how it works and how it is interrelated to the family’s goals.

Attorney Hooper is a member of the National Network of Estate Planning Attorneys (NNEPA), a network of over one thousand estate planning attorneys dedicated to trust centered, family planning. Foss is a director of the Illinois/Wisconsin Forum of the NNEPA; a founding member and Co-Chairman of the Wisconsin Forum of the NNEPA; a member of the Society of Financial Service Professionals; and a fellow of EPICOR Corporation (Estate Planning Institute of Collaborative Resources).

Foss has a strong commitment to charitable planning and to community service. He is currently on the board of the Visiting Nurses Foundation and has served as both an elder and a deacon of his church. Foss gives educational presentations throughout Wisconsin on estate planning and charitable giving. He served as a continuing education instructor for the Society of Financial Services Professionals and has spoken at state meetings of the Wisconsin Association of Life Underwriters and the Wisconsin Fraternal Insurance Councilors.

Foss and his wife Mary have a daughter, Beth, who works as a marketing research analyst in Chicago and a son, Ted, who is a CPA in Phoenix.

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Hooper Law Office
4650 W. Spencer Street
Appleton, WI. 54914

Daniel J. Rupar

Practice Groups:
Business Counseling, Estate Planning and Probate

Education:
B.A., Ripon College, Graduated 1985, Omicron Delta Epsilon

Legal:
J.D., University of Wisconsin - Madison, Graduated 1988

Admitted to Practice:
Wisconsin Supreme Court
U.S. District Court for the Western District of Wisconsin

Bar Associations:
American Bar Association
Member: Real Property, Probate, and
Trust Law Sections; Taxation section
State Bar Member of Wisconsin

Member:
Real Property, Probate, and Trust Law Sections; Elder Law Section
Marathon County Bar Association

Professional Activities:
State Bar Lawyer Referral and Information Services Committee, Member
Marathon County Estate Planners Forum, Member

Civic Activities:
Wausau Child Care, Inc., Director (1997 - present), Secretary (1999 - Present)
Woodson Y.M.C.A., Director (1998 - present)
Wausau Area Youth Soccer Association, Director (1999 - Present)

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Ruder, Ware & Michler
500 Third Street, Suite 700
Wausau, WI. 54402-8050