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 estate plans that are tailored to their needs, utilizing appropriate tax planning strategies.

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
  • Trust and estate administration
  • Gift and estate taxation
  • Charitable planning
  • Business succession planning

Honors & Recognitions

  • Best Lawyers®, Women in the Law (Madison, WI), Trusts and Estates, 2022-Present
  • The Best Lawyers in America©, Trusts and Estates law, 2008-Present
  • The Midwest’s Best Lawyers©, Trusts and Estates law, 2021

Professional Activities

  • Board Member and Member of Planned Giving Committee, Agrace Hospicecare Foundation, Inc.
  • Member, Madison Estate Council
  • Member, Wisconsin Association of Charitable Gift Planners
  • 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

Bar 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

Insights

Education

Bar 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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