Sarah works with clients from varied family and financial backgrounds on estate planning, business succession, and trust and estate administration matters. The foundation of her practice is the strong relationship she forms with her clients. She has the ability to make estate planning techniques easy to understand and difficult or sensitive topics easier to discuss. Her clients trust her for confidentiality as well as sound advice.

Julie’s outstanding track record is built on successful outcomes in legal matters related to estate planning, trust administration, and probate. Clients rely on her sound judgment regarding lifetime planning, as well as the administration and distribution of assets at death.

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.

Amy has more than 20 years of experience in helping clients achieve their estate planning, business planning, and financial planning goals. She works closely with businesses and individuals to craft customized plans that preserve and grow their assets.

Phil has more than 20 years of experience assisting individuals with estate, wealth, and business succession planning and helping businesses with corporate and real estate matters.

As an estate planner, Phil knows that transferring wealth effectively requires the preservation of family relationship. When advising clients and their families, he devotes significant time to communicating with members of each generation. He strives to develop practical plans that carry out his clients’ wishes and minimize taxes, while also providing the flexibility needed to address unforeseen circumstances.

With more than ten years of experience with businesses ranging from a regional accounting firm to a Fortune 500 company, Katie brings a strong and diverse background in financial accounting and tax compliance to her role with Michael Best. Clients benefit from her broad experience in tax, family office, and related services to high net worth families and individuals.

A partner in the Wealth Planning area of the firm’s Transactional Practice group, Katherine concentrates her practice on wealth planning and local government law in Northeast Wisconsin. High net worth individuals turn to Katherine for strategic advice on how to protect and preserve their wealth – and create legacies for future generations. Her wealth planning practice focuses on estate planning and succession planning, with a strong emphasis on elder law and agricultural related matters.

Debbie brings more than 30 years of experience in taxation to her role at Michael Best, where she provides a variety of services related to trust and estate tax planning to clients.

Rose brings the strategic insights and perspective gained from her experience as a certified public accountant and registered tax return preparer to her focus on estate planning matters. Her focus includes: estate and trust administration; preparation of fiduciary, individual, death, partnership, private foundations and gift tax returns; and financial analysis and tax planning.