Charles G. Maris

Partner
Charles Maris, Amundsen Davis LLC Photo

Overview

Charlie handles estate planning for individuals, including the preparation of wills, trusts, marital property agreements and powers of attorney; the implementation of gifting strategies; trust and will administration; and the preparation of gift and estate tax returns. His clients include individuals and small family-owned businesses regarding real estate transactions and general business matters.

His 35+ years of experience, and licenses in both Wisconsin and Florida, allows him to advise on a wide array of estate planning matters including trust, estate and real estate matters that occur in both states.

Experience

Membership & Involvement

  • Herbert Mueller Society Member: Greater Milwaukee Foundation
  • Scholarship Committee Member: American Hellenic Educational Progressive Association-Milwaukee
  • Past President: Waukesha Estate Planning Council
  • Past Board of Directors: Association for the Rights of Citizens with handicaps (ARCh)
  • Past President, Current Member: Peace Lutheran Church New Berlin
  • Member: The Florida Bar; State Bar of Wisconsin; Waukesha Estate Planning Council; Waukesha County Bar Association; Milwaukee Estate Planning Forum

Honors

  • Selected to The Best Lawyers in America® in Trusts and Estates: 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
  • Selected to The Best Lawyers in America® in Nonprofit/Charities Law: 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
  • Selected to Best Lawyers® in Nonprofit/Charities "Lawyer of the Year" in Milwaukee: 2020
  • Selected to the Wisconsin Super Lawyers list: 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023

Resources & Insights

Education

Marquette University Law School, J.D., cum laude

University of Wisconsin - Milwaukee, B.B.A., magna cum laude

Admissions

  • Wisconsin
  • Florida
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