Sheila Stevens Photo

Sheila Boothby Stevens

Partner

Overview

Sheila works with clients to help them preserve and protect their wealth – and plan for its stewardship in the future.  She takes the time to understand each client’s unique circumstances and goals. She then works compassionately and creatively with clients to devise personalized estate plans that are tailored to their needs and save taxes.

Sheila regularly lectures on estate planning and charitable giving topics. She is a co-author of the chapter on revocable trusts in Eckhardt’s Workbook for Wisconsin Estate Planners, an estate-planning guide for Wisconsin lawyers. 

Experience

Sheila is experienced in all aspects of wealth planning, including:

  • Estate planning, including wills, trusts, and powers of attorney
  • Marital property, including prenuptial agreements
  • Elder law
  • Trust and estate administration
  • Gift and estate taxation
  • Charitable planning
  • Business succession planning

Honors & Recognitions

  • The Best Lawyers in America®, Trusts and Estates law, 2008-present

Professional Activities

  • Member, Madison Estate Council
  • Director, Wisconsin Planned Giving Council
  • Member, The Business Forum 
  • Leadership Greater Madison 9
  • Member, American Bar Association
  • Member, State Bar of Wisconsin, Real Property, Probate and Trust Law Section and Elder Law Section

Education

Admission

Community Involvement

  • Past Director, Madison Public Library Foundation, Inc.
  • Past Director, Ronald McDonald House Charities of Madison, Inc.
  • Past Director, The Business Forum and The Business Forum Foundation
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