William A. Swendson

William A. Swendson

Swendson/Fey Law Ltd.
  • Business Law, Elder Law, Estate Planning
  • Federal District - Eastern Wisconsin, Wisconsin
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Summary

I genuinely believe that the value of life comes from service to others. I have dedicated more hours to this philosophy than our business manager would care to imagine. I have been rewarded kindly in the friends that I have made, the lessons that I have learned and the impact that I have made on the community. I never stop hunting for the next project.

My service to the community has been very broad in scope. I have served as a member of the Oconomowoc school board, the Oconomowoc Hospital Foundation, and as a trustee of St. Jerome’s Catholic Church. I created a foundation for the Oconomowoc Rotary. I set up a non-profit corporation which provides medical services in Haiti. I have coached soccer for the Oconomowoc Soccer Association and Lake Country United. Currently, I am President of the Village of Lac La Belle. I am a legal advisor to St. Jerome’s Catholic Church and Holy Hill, and run a free legal clinic.

It is my passion and dedication that have powered my law career. As founder and president of the firm, I have created and nurtured an organization that is dedicated to the service of our clients. I require respect and dignity for everyone. I insist that every attorney and assistant obtain the training and continuing education necessary for the highest level of assistance to our clients. I practice what I preach. I travel annually to seminars all over the country. I arrange for twice-monthly teleconferences for our attorneys and the financial planners/CPAs who are our strategic partners. I emphasize active listening so that our team understands the range and depth of our clients’ needs. I provide client education so that they are empowered to meet the unique and unexpected challenges of life. My aim is to provide my clients with peace of mind. In the end, I want our clients to be satisfied with their choice of our firm as their personal, family attorneys.

I concentrate my practice in the areas of estate planning, probate and trust administration, but I am experienced in a wide-range of legal areas having represented financial institutions, medical facilities, real estate developers, condominium associations, real estate brokers, and business entities. I have a wide range of litigation experience including appellate work before the Wisconsin Supreme Court. Beyond that, I am a real estate broker and have a Masters of Tax degree in accounting. It is this range of knowledge and experience that has allowed me to offer our clients superior legal service. I look forward to helping you.

Education
University of Wisconsin - Milwaukee
M.A. / Taxation/Accounting
University of Wisconsin Law School
J.D. / Law
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Honors: National Science Foundation Fellow - Institute of Law and behavioral Science (1971)
Lawrence University
B.A. / Economics
Honors: Newberry Library Fellow (1969)
Professional Experience
President
Swendson/Fey Law Ltd.
- Current
Partner
Johnson, Brendemuehl, Swendson & Georgeson
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Associate
Arthur, Tomlinson, Gillman & Tracers, S.C.
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Publications
Articles & Publications
Wisconsin's Attempts to Extend the Sales and Use Tax to Services: Florida Revisited
Journal of State Taxation
Use of Disclaimers in Post Mortem Estate Planning
University of Wisconsin-Milwaukee Estate Planning Symposium
Awards
Five Star Wealth Manager
Milwaukee Magazine
Five Star Wealth Manager
Milwaukee Magazine
A Top Estate Planning Attorney in the Milwaukee area.
Five Star Wealth Manager
Milwaukee Magazine
Top 3% of estate planning attorneys in the Greater Milwaukee area.
FIVE STAR Wealth Manager
Milwaukee Magazine
This elite group represents the top 6% of estate planners in the Milwaukee area
Herbert J. Mueller Society
Greater Milwaukee Foundation
Fellow
National Science Foundation
Fellow
Newberry Library
AV Rated - superior national rating
Martindale-Hubbell
Professional Associations
WealthCounsel Advisors
Member
- Current
WealthCounsel
Member
- Current
St. Jerome Catholic Church
Pro Bono Legal Counsel
- Current
National Academy of Elder Law Attorneys
Member
- Current
Holy Hill
Pro Bono Legal Advisor
- Current
Estate Planning and Probate Section of the Waukesha County Bar Association
Co-founder and Board Member
- Current
Waukesha County Bar Association
Member
- Current
Activities: Estate Planning & Probate Sections
Wisconsin State Bar # 1015584
Member
- Current
American Bar Association
Member
- Current
Village of Lac La Belle
President
-
Village of Lac La Belle
Planning Commission
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Village of Lac La Belle
Trustee
-
Office of Lawyer Regulation District 6
Investigative committee
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St. Jerome Catholic Church
Trustee
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Sister House for Bettered Women
Legal Advisor
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Tax News
Board of Advisors
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Town & Country YMCA
Board of Directors
-
University of Wisconsin-Milwaukee Tax Association
Member
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Jurisdictions Admitted to Practice
Federal District - Eastern Wisconsin
Wisconsin
7th Circuit
U.S. Supreme Court
US Tax Court
Fees
  • Rates, Retainers and Additional Information
    Our firm uses several billing methods including retainers, advanced fees, hourly billing, flat fees, success and contingency fees. Please contact us for further information.
Practice Areas
  • Business Law
  • Elder Law
  • Estate Planning
Additional Practice Areas
  • Asset Protection
  • Probate and Trust Administration
Languages
  • English: Spoken, Written
Social Media
Websites & Blogs
Website
Website
Blog
Swendson Fey Law Ltd. Legal Blog
Contact & Map
1300 Summit Avenue, Suite 202
Oconomowoc, WI 53066
USA
Telephone: (262) 567-8454
Fax: (262) 567-8576