Bradley Kalscheur Photo

Bradley J. Kalscheur

Partner

Overview

Brad’s practice includes all areas of estate and business succession planning. He serves as a trusted advisor to individuals, families, and companies seeking to cost-effectively structure or transfer businesses. Clients value Brad’s responsiveness, particularly his ability to help them understand complex property and tax law concepts. His background as a certified public accountant (CPA) provides him with a valuable perspective in counseling through financial matters.

His practice includes: 

  • Estate planning
  • Business succession planning
  • Charitable planning
  • Trust and estate administration

Experience

Highlights of Brad’s wealth preservation practice include: 

  • Assisted with intergenerational transfers of closely held businesses, maintaining the viability of the companies while minimizing tax implications for both the older and junior generations
  • Helped clients use increased tax exemptions to effectively transfer assets for the benefit of the family. Created tax efficient trusts to purchase business interests in order to reduce taxable estate of business owner/seller. 

Honors & Recognitions

  • Leaders in the Law, Wisconsin Law Journal, 2017
  • The Best Lawyers in America®, Trust and Estates, 2013-present
  • "Wisconsin Super Lawyers" list, Super Lawyers magazine, 2014-2017
  • Marquette University Business Administration Alumni Association Service Award, 2012
  • Marquette Partner in Philanthropy, Association of Fundraising Professionals Southeastern Wisconsin Chapter, 2012

Professional Activities

  • Member, Milwaukee Estate Planning Association
  • Member, American Bar Association
  • Member, Wisconsin Bar Association
    • Chair, Real Property, Probate and Trust Law Section
  • Member, Milwaukee Bar Association, Former Chairperson, Tax Section
  • Member, Wisconsin Institute of Certified Public Accountants

Education

Admissions

Community Involvement

  • Board of Directors, AIDS Resource Center of Wisconsin, 2014-Present
  • Board of Directors, Goodwill Industries of Southeastern Wisconsin, 2015-Present
  • Board of Trustees, Milwaukee Repertory Theater, 2015-Present
  • Board of Directors , Milwaukee Public Library Foundation, 2016-Present
  • Member, Marquette University College of Business Administration Leadership Council, 2018-Present
  • Jesuit Partnership, Midwest Province, 2007-Present
    • Chair, 2017-Present
  • Marquette University Business Administration Alumni Association, 1999-2011
    • National Alumni Board Representative, 2007-2011
    • President, 2005-2006
  • Member, Marquette University Accounting Department Advisory Board, 2008-Present
  • Past President, Planned Giving Council of Eastern Wisconsin
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