Randy S. Nelson

Attorney

Randy S. Nelson

Attorney

Telephone

(414) 270-2507
Fax

(414) 238-6420
Email
Office

Milwaukee
411 East Wisconsin Avenue
Suite 1000
Milwaukee, WI 53202

Randy Nelson is a Shareholder focusing his practice on estate planning, advising family businesses, tax planning, trust administration and probate. He is a Certified Public Accountant and was an Adjunct Professor at Marquette University Law School where he taught estate planning for over 30 years. He is a frequent speaker at continuing education courses for lawyers and CPAs on the subjects of estate planning and tax planning. He is the author of the chapter “Estate Planning for Owners of Closely Held Businesses” in Eckhardt’s Workbook for Wisconsin Estate Planners published by the State Bar of Wisconsin.

Randy is currently the chair of the State Bar of Wisconsin (SBW) Drafting Committee which is working on the Wisconsin Uniform Fiduciary Income and Principal Act, a member of the State Bar of Wisconsin/Wisconsin Bankers Association (SBW/WBA) Drafting Committee working on the trailer bill to modify the Wisconsin Trust Code, and a member of the SBW Drafting Committee which is working on the Wisconsin Uniform Power of Appointment Act. He chaired the SBW/WBA Drafting Committee responsible for the Wisconsin Uniform Principal and Income Act which was passed in 2005 and was a member of the SBW/WBA Drafting Committee responsible for the Wisconsin Trust Code which was passed in 2013.

Resource: Ten Essential Legal Documents (PDF)

Marquette University, J.D., cum laude
University of Wisconsin-Milwaukee, B.B.A., with honors

Wisconsin
U.S. District Court, Eastern and Western Districts of Wisconsin
U.S. Tax Court

American College of Trust and Estate Counsel (ACTEC), Fellow; Member, Business Planning Committee
Milwaukee Estate Planning Forum
Wisconsin Institute of Certified Public Accountants
American Institute of Certified Public Accountants
American Bar Association
State Bar of Wisconsin
Milwaukee Bar Association

Accredited Estate Planner^®, National Association of Estate Planners & Councils
The Best Lawyers in America^®, Trusts and Estates Law (1995-2024)
Chambers HNW, Private Wealth Law (2017-2023)
Best Lawyers^® Trusts and Estates "Lawyer of the Year", Milwaukee (2013)
Wisconsin Super Lawyers^® (2005-2022)
Wisconsin Law Foundation, Fellow
AV Preeminent^® Peer Review Rated by Martindale-Hubbell^®
Past Chairperson and Director of Real Property, Probate and Trust Law Section, State Bar of Wisconsin
Herbert J. Mueller Society of the Greater Milwaukee Foundation