Tom practices in the areas of estate planning, probate, and trust administration. Prior to joining private practice, Tom worked as a trust officer, administering trusts and estates in the capacity of a trustee/​personal representative. His experience in administration helps him recognize where estate plans can go wrong, and how to prevent the aftermath of a poorly constructed plan.

Tom approaches his practice with the mindset that having a thorough estate plan in place is a wonderful gift to your loved ones. A well-developed estate plan can help ease stress and calm anxieties of your family, allowing them to grieve having lost you.

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Representative Work

  • Worked as a Trust Officer for 5+ years
  • Estate planning for families of all sizes, including federal taxable estates

Admitted to Practice

  • Wisconsin, 2009

Presentations, Publications, & Contributions

  • Presenter, SAIL – Leaving the Gift of Your Wishes, 2017

Community Involvement & Board Memberships

  • Walbridge School, Former Vice Chair
  • SAIL – Sharing Active Independent Lives, Member

Professional Memberships

  • American Bar Association
  • State Bar of Wisconsin
  • Dane County Bar Association
  • Madison Estate Council

Education

  • J.D. cum laude, University of Wisconsin Law School, 2009
  • B.A., magna cum laude, University of Minnesota – Twin Cities, 2006

Tom’s Select Writing & Presentations

What is Probate?

The Estate Planner | 03.11.24

When somebody with a will passes away, their estate goes through probate. In this article, we’ll discuss the probate process, what assets need to go through probate, as well as the benefits and disadvantages of probate proceedings.

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Wills vs. Revocable Trusts

The Estate Planner | 03.07.24

2022 Estate Planning Numbers Update

The Estate Planner | 01.21.22