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.
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 Law: 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
- Selected to The Best Lawyers in America© in Non-Profit/Charities Law: 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
- Selected to Best Lawyers Milwaukee Non-Profit/Charities "Lawyer of the Year": 2020
- Selected to the Wisconsin Super Lawyers list in Estate and Probate: 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
Resources & Insights
Firm News
Education
Marquette University Law School, J.D., cum laude
University of Wisconsin - Milwaukee, B.B.A., magna cum laude
Admissions
- Wisconsin
- Florida