About Us > Professional Staff > Mark A. Shiller

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. More and more, this has involved fuller, multi-generational engagements with families of wealth – many of whom have closely-held business interests.

Mark is the author of two well-received publications – the Little Book of Estate Planning and How to Not Ruin Your Kids with Money.   The former is a short and sweet consideration of many of the baseline questions that people have when pursuing estate planning and is updated annually.  The latter is an in-depth exploration of how to manage the challenges of transitioning wealth generationally.  You can access both by clicking on the links above, visiting Aevitas Press’s (the publisher’s) website, or on Amazon, Audible, and many other retailers as to the latter.

In the course of his practice, Mark assists clients in the preparation, design, and implementation of wills, revocable trusts, irrevocable trusts, charitable trusts, marital property agreements, powers of attorney and other estate planning techniques. These techniques are often used in combination to help clients achieve their goals while also reducing administrative hassles, avoiding taxes, and other benefits.

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 – some made to groups of attorneys, accountants or other financial professionals, with others focused on business groups, conferences and the general public.  His keynote associated with the book, How to Not Ruin Your Kids with Money, and related presentations are particularly engaging given Mark’s unique, humorous-yet-educational speaking style and energy.

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

Activities

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)

Admissions

State of Wisconsin

Direct: (414) 939-8370
Cell: (414) 915-4600
Fax: (414) 455-1939
mshiller@certuslegalgroup.com

Areas of Practice

Estate Planning
Family Wealth Counseling
Estate and Trust Administration
Business Succession Planning
Asset Protection Planning

Honors

Fellow – American College of Trusts and Estates Counsel
Best Lawyers in America (Trusts and Estates, 2007 – 2023)
Business Journal of Milwaukee’s Forty Under 40 (2007)
Wisconsin Super Lawyer (2007 – 2023)
Five Star Wealth Manager (2010, 2012 – 2013, 2015 – 2019, 2021 – 2024)
Leading Lawyer by Milwaukee Magazine (2013 – 2024)
Elite Lawyer (2022 – )
Top Rated Lawyers – Midwest (2018)
Top Rated Lawyer – Trust & Estates by The American Lawyer Magazine (2019)
Power List – Estate Planning – by the Wisconsin Law Journal (2024)
Top 10 HNW Attorneys for Wisconsin by Chambers & Partners (2018-2024)
AV Rated (Highest Rating) by Martindale Hubbell
10.0 Rating (Highest Rating) by AVVO
Children’s Hospital Partner in Philanthropy (2015)

Education

Juris Doctor, University of Michigan Law School, 1994
Masters of Applied Economics, University of Michigan, 1993
Bachelor of Arts, University of Michigan, 1990