Bradley Kalscheur Photo

Bradley J. Kalscheur

Partner
Sub-Group Leader, Wealth Planning

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

  • Top 10 Influential Private Wealth Law Attorneys in Wisconsin, Business Today, 2023
  • Leading Private Wealth Law Lawyer, Chambers USA, 2021-2023
  • “Lawyer of the Year," The Best Lawyers in America©, 2020
  • The Best Lawyers in America©, Trust and Estates, 2013Present
  • The Midwest’s Best Lawyers©, Trust and Estates, 2021
  • Leaders in the Law, Wisconsin Law Journal, 2017
  • "Wisconsin Super Lawyers" list, Super Lawyers magazine, 2014Present
  • Marquette University Business Administration Alumni Association Service Award, 2012

Professional Activities

  • Member, Children's Wisconsin Planned Giving Council
  • Fellow, ACTEC (American College of Trust and Estate Counsel)
  • Member, Milwaukee Estate Planning Association
  • Member, American Bar Association
  • Member, State Bar of Wisconsin
    • Past Chair, Real Property, Probate and Trust Law Section
  • Member, Milwaukee Bar Association
    • Past Chair, Tax Section
  • Member, Wisconsin Institute of Certified Public Accountants

Education

Bar Admission

Court Admissions

Community Involvement

  • Board of Trustees, Nativity Jesuit Academy, 2021Present
  • Board of Directors, Goodwill Industries of Southeastern Wisconsin, 2015-Present
  • Board of Directors, Milwaukee Public Library Foundation, 2016Present
  • Member, Marquette University College of Business Administration Leadership Council, 2018Present
  • Member, Marquette University Accounting Department Advisory Board, 2008Present
  • Jesuit Partnership, Midwest Province, 2007Present
    • Chair, 2017-Present
  • Marquette University Business Administration Alumni Association, 19992011
    • National Alumni Board Representative, 20072011
    • President, 20052006
  • Board of Directors, Vivent Health, 20142020
  • Board of Trustees, Milwaukee Repertory Theater, 20152020
  • Past President, Planned Giving Council of Eastern Wisconsin

Insights

Education

Bar Admission

Court Admissions

Community Involvement

  • Board of Trustees, Nativity Jesuit Academy, 2021Present
  • Board of Directors, Goodwill Industries of Southeastern Wisconsin, 2015-Present
  • Board of Directors, Milwaukee Public Library Foundation, 2016Present
  • Member, Marquette University College of Business Administration Leadership Council, 2018Present
  • Member, Marquette University Accounting Department Advisory Board, 2008Present
  • Jesuit Partnership, Midwest Province, 2007Present
    • Chair, 2017-Present
  • Marquette University Business Administration Alumni Association, 19992011
    • National Alumni Board Representative, 20072011
    • President, 20052006
  • Board of Directors, Vivent Health, 20142020
  • Board of Trustees, Milwaukee Repertory Theater, 20152020
  • Past President, Planned Giving Council of Eastern Wisconsin
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