Catherine Priebe concentrates her practice in the areas of estate planning, business succession and fiduciary law.
Cathy 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.
Professional Associations & Memberships
Accredited Estate Planner
Association for Women Lawyers (Past President)
Milwaukee Bar Association, Estates and Trusts Section (Past Chair)
Milwaukee Estate Planning Association
Milwaukee Estate Planning Forum, Ltd. (Past President)
Milwaukee Mid-Winter Estate Planning Clinic
State Bar of Wisconsin, (Chair of Real Property, Probate and Trust Law Section; regular CLE presenter)
Activities
Uniform Trust Code Committee (joint subcommittee of the Wisconsin Bar and Bankers Association)
Uniform Trust Code Trailer Bill Committee (joint subcommittee of the Wisconsin Bar and Bankers Association)
Planned Giving Council – Children’s Hospital and Health System Foundation
Adjunct Professor, Estate Planning and Probate Section of Lawyering Skills Course – University of Wisconsin Law School
Published Articles/Presentations
Frequent lecturer on estate planning, including an annual continuing legal education course for the State Bar of Wisconsin.
Adjunct Professor, University of Wisconsin Law School, Estate Planning and Probate Section of the Lawyering Skills Course.
Author, “Retirement Account Distributions: A Journey Through the New Rules,” Vol. 3, Journal of Elder Law and Post-Retirement Planning, No. 2, Fall 2001.
Author/Presenter, “A Privately-Held Business – What Every Business Lawyer Should Know About Gift and Estate Tax and Succession Planning,” Vol. 1, State Bar of Wisconsin 2006 Annual Convention, May 2006.
Author/Presenter, “A Potpourri of Trust Provisions – Specialized Drafting for Unique Planning Situations,” Vol. 1, State Bar of Wisconsin 2009 Annual Convention, May 2009
Admissions
State of Wisconsin