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ROBERT G. ALEXANDER is the president and majority shareholder of Alexander & Klemmer, S.C., located in Milwaukee, Wisconsin. Mr. Alexander concentrates his practice in the areas of domestic and international wealth transfer, asset protection and family business planning, including federal estate and gift taxation; trust and estate administration; fiduciary income taxation; life insurance planning; retirement planning; charitable planning; business organization and succession planning and international tax planning. He has earned professional designations as a Board Certified Estate Planning Law Specialist (EPLS) as accredited by the American Bar Association, and as an Accredited Estate Planner (AEP) by the National Association of Estate Planners and Councils (NAEPC). Mr. Alexander is a nationally known author and speaker who lectures and teaches extensively for both public and private organizations. He is a member of the American Bar Association (sections on Real Property, Probate and Trust Law and Taxation), the State Bar of Wisconsin, the National Association of Estate Planners and Councils, the Milwaukee and Waukesha Estate Planning Councils, the Society of Financial Service Professionals, and the Society of Trust and Estate Practitioners (STEP). Mr. Alexander is admitted to practice in Wisconsin and before the U.S. District Court for the Eastern and Western districts of Wisconsin, the 7th Circuit Court of Appeals, and the U.S. Tax Court. He earned his B.A. degree from the University of Wisconsin-Madison, his J.D. degree from the University of Wisconsin-Madison Law School and his LL.M. degree from DePaul University. JOSEPH M. MAIER is a shareholder with O'Neil, Cannon, Hollman, DeJong & Laing S.C. Mr. Maier assists businesses, their owners and investors with employee benefit design and ERISA issues, executive compensation planning, income tax planning surrounding the creation, operation and liquidation of business entities, and the creation, formation, merger and acquisition of businesses. In addition, he assists business owners and families in succession planning and estate planning. Mr. Maier earned his B.B.A. degree, summa cum laude, from the University of Wisconsin-Milwaukee and his J.D. degree, summa cum laude, from the University of Wisconsin-Madison Law School, graduating #1 in his class and serving as editor of the UW Law Review. He is a member of the State Bar of Wisconsin (member, Taxation and Property and Probate sections) and the Society of Financial Services Professionals.
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