While receiving heartfelt thank yous are part of Linda’s job as an estate planning attorney, they reaffirm why she wanted to become an attorney – to help people through a complicated, emotional life event and to make a positive difference.
No two estate plans are alike because everyone’s life is unique—their values, their relationships, and their assets.
Linda’s estate planning practice includes:
- Planning and drafting estate planning documents to avoid probate and minimize estate and income taxes through the use of revocable and irrevocable trusts, marital property agreements, titling, and beneficiary designations.
- Advising clients on tax and non-tax issues regarding making substantial lifetime gifts.
- Succession planning for cabins, hunting land, and other recreational property.
- Probate and trust administration.
- Advising clients on how to set up beneficiary designations for their IRAs and other retirement accounts in a manner that maximizes income tax deferral.
- Advising high net worth clients on various income, gift and estate laws.
In addition to her estate planning practice, Linda also has experience with business law. Recently, she assisted a family with the purchase of numerous businesses. Because of her business knowledge, she was able to create a tailored estate plan that met their needs and objectives. Specifically, Linda’s business law practice includes:
- Setting up corporations, limited liability companies, and partnerships, and advising clients on which type of entity is appropriate for them.
- Advising clients who are interested in transferring ownership of a farm or other closely held business on business succession issues so that both the business and family thrive.
- Drafting buy/sell agreements and operating agreements.
- Assisting clients who are buying and selling closely held businesses.
Linda is a proud mother of two sons. She enjoys hiking, camping, and cooking, especially for her family. While she reads a lot of tax law, her recreational reading preference is decidedly fiction.
While receiving heartfelt thank yous are part of Linda’s job as an estate planning attorney, they reaffirm why she wanted to become an attorney – to help people through a complicated, emotional life event and to make a positive difference.
No two estate plans are alike because everyone’s life is unique—their values, their relationships, and their assets.
Linda’s estate planning practice includes:
- Planning and drafting estate planning documents to avoid probate and minimize estate and income taxes through the use of revocable and irrevocable trusts, marital property agreements, titling, and beneficiary designations.
- Advising clients on tax and non-tax issues regarding making substantial lifetime gifts.
- Succession planning for cabins, hunting land, and other recreational property.
- Probate and trust administration.
- Advising clients on how to set up beneficiary designations for their IRAs and other retirement accounts in a manner that maximizes income tax deferral.
- Advising high net worth clients on various income, gift and estate laws.
In addition to her estate planning practice, Linda also has experience with business law. Recently, she assisted a family with the purchase of numerous businesses. Because of her business knowledge, she was able to create a tailored estate plan that met their needs and objectives. Specifically, Linda’s business law practice includes:
- Setting up corporations, limited liability companies, and partnerships, and advising clients on which type of entity is appropriate for them.
- Advising clients who are interested in transferring ownership of a farm or other closely held business on business succession issues so that both the business and family thrive.
- Drafting buy/sell agreements and operating agreements.
- Assisting clients who are buying and selling closely held businesses.
Linda is a proud mother of two sons. She enjoys hiking, camping, and cooking, especially for her family. While she reads a lot of tax law, her recreational reading preference is decidedly fiction.
Civic Activities
- Confluence Council, Inc. – Governance Committee Member (2021–present)
- Eau Claire Community Foundation – Trustee (2015 – present), Chair (2021–2023)
- Chippewa Valley Symphony Foundation – Trustee (2012–2018)
- Chippewa Valley Symphony – Past President
- Eau Claire YMCA – Board Member (2007–2013)
- Eau Claire YMCA Endowment Trust – Past Trustee
- HSHS Sacred Heart Foundation Leadership Council – Advisory Board Member (2013–2020)
- Friends of UCP Foundation – Board Member (2009–2013)
- United Cerebral Palsy of West Central Wisconsin, Inc. – Board Member (2000–2013)
Professional Activities
- Eau Claire County Bar Association – President (2013–2014); Volunteer at Free Legal Clinic
- University of Wisconsin Law School Lawyering Skills Course, Representing the Small Business Client – Faculty (2013 and 2017), Estate Planning and Probate (2019)
