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Thomas W. Moniz

Attorney

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Thomas W. Moniz

Attorney

  • Telephone

    (920) 232-4856

    (414) 287-1416

  • Fax

    (920) 232-4896

  • Email

  • Office

    Neenah
    55 Jewelers Park Drive
    Suite 400
    Neenah, WI 54956
    Milwaukee
    411 East Wisconsin Avenue
    Suite 1000
    Milwaukee, WI 53202

Tom Moniz is a Shareholder in the Business Practice Group, where he assists clients on all aspects of business and estate planning, including:

  • Trust and estate planning
  • Trust and estate administration
  • Business formation and transactions
  • Business consulting and succession planning
  • Mergers and Acquisitions
  • Real estate 
  • Benefit Corporations
  • Nonprofit and tax exemption

Tom’s clients often view him as a legacy advisor. As such, Tom uses a personal, connected approach to work with clients and their families related to their unique business needs, personal needs and assets in conjunction with their estate plans. Tom especially enjoys working collaboratively and strategically with clients and their team of other trusted advisors – an approach that he believes adds value now and for successive generations.

Additionally, Tom is the Chair of the firm’s Nonprofit and Tax Exemption section. Tom counsels clients on a variety of matters including tax exemption, nonprofit formation and governance, and private foundations.

Resources: 

  1. Ten Essential Legal Documents (PDF)
  2. Estate Planning Questionnaire for Unmarried Persons
  3. Estate Planning Questionnaire for Married Persons

  • Marquette University, J.D., cum laude
  • University of Wisconsin-Stevens Point, B.A., magna cum laude

  • Wisconsin

  • Council on Foundations (Member)
  • Fox Valley Estate Planning Council (Member)
  • Winnebago County Bar Association
  • Fond du Lac County Bar Association
  • State Bar of Wisconsin

  • Life Insurance Planning to Fund Buy-Sell Obligations, State Bar of Wisconsin Taxation Law Blog, July 2023
  • Benefits of Establishing a Business Foundation for Charitable Giving, WICPA, April 2023
  • Benefits of Establishing a Business Foundation for Charitable Giving, FEI Northeast Wisconsin, March 2022
  • Ethical Issues for Nonprofits, WICPA Not-for-Profit Accounting Conference, September 2020

  • Best Lawyers: Ones To Watch® in America, Corporate Law (2024)
  • 40 Under 40, Insight Magazine Inaugural Edition (2023)

  • Boys & Girls Club of the Tri-County Area, Board of Directors
  • First We Live Foundation, Inc., Founder and Member of Board of Directors
  • Envision Greater Fond du Lac, Advocacy Committee 
  • Oshkosh Area Community Foundation, Audit Committee
  • Salonga Conservation Initiative, Inc., Secretary and Board of Directors
  • Quest Elementary School, Governance Council
  • Ripon College, 2022 Presidential Search Committee
  • Prior roles as an officer and director for United Way, Thelma Sadoff Center for the Arts, Thrasher Opera House, Ripon Main Street, Inc., Ripon Education Foundation, Inc.

Areas of Practice