Mark Shiller concentrates his practice in the areas of estate planning, tax planning and business law and typically assists business owners, professionals, senior executives and other individuals, couples and families who appreciate his thoughtful and creative approaches to their often complicated personal, tax and financial planning challenges.
Mark has experience in the preparation and implementation of wills, revocable trusts, irrevocable life insurance and gift trusts, charitable trusts, family limited partnerships, marital property agreements, powers of attorney and other estate planning techniques. These techniques are often used in combination to help clients achieve their goals of reducing administrative hassles, avoiding taxes, structuring a positive inheritance, incapacity planning, creditor protection and other benefits. When applied to the context of planning involving closely held businesses, Mark assists clients in income tax planning, liability protection, ownership and management succession, and other matters. In addition, Mark often assists his business-owning clients with the incorporation of businesses, the preparation of organizational documents, buy-sell and transfer restriction agreements, and the negotiation and preparation of partnership and employment agreements.
Mark has been quoted in such publications as Smart Money, Worth and Investment News, and was an adjunct professor at the University of Wisconsin Law School where he taught business succession planning, and frequently speaks on estate planning topics. His presentations are on a wide variety of subjects and are generally made to groups of attorneys, accountants or other financial professionals, but have also been made to business groups and the general public.
Professional Associations & Memberships
American College of Trust and Estate Counsel (Fellow)
Accredited Estate Planner®
Christian Stewardship Council (president)
Generation Skipping Transfers Committee of the American Bar Association (member)
Milwaukee Bar Association – Estate & Trust Section (past chair)
Milwaukee Estate Planning Association
Milwaukee Estate Planning Forum (past president)
Real Property, Probate and Trust Law Section (Past Chair and Ex-Officio Member of Section Governing Board)
Society of the Milwaukee Estate Planning Attorneys (past president)
State Bar of Wisconsin
Wealth Stewardship Council
Emeritus Board Member – National Christian Foundation Wisconsin, Inc. (Past Chair)
Member – Uniform Trust Code Committee (joint subcommittee of the Wisconsin Bar and Bankers Association)
Co-Chair – Uniform Trust Code Trailer Bill Committee (joint subcommittee of the Wisconsin Bar and Bankers Association)
President – Planned Giving Council – Children’s Hospital and Health System Foundation
Adjunct Professor of Estate and Business Succession Planning – University of Wisconsin Law School (2008 – 2011)
State of Wisconsin