AWARDS, HONORS, AND RECOGNITION
- Superb Avvo Rating
- Selected Top Ten Estate Planning Attorneys in Wisconsin (American Institute of Legal Counsel)
- Featured Presenter, WealthCounsel and ElderCounsel’s Symposium in San Diego, 2018
- Featured Presenter, Investor Conferences for American Association of Individual Investors (AAII) in Las Vegas and Orlando, 2015, 2017, and 2018
- Member, Verona Chamber of Commerce, 2013-present
- Member, Madison Estate Council, 2011-present
- Member, NAEPC, 2011-present
- Member, Wisconsin Forum, 2008-present
- Past President, BNI Badger Chapter, 2007-present
- Member, WealthCounsel, 2006-present
- Member, Business Law State Bar Section, 1991-present
- Secretary, Rainmakers, 2012-present: https://madisonrainmakerstest.wordpress.com
- Member, Probate and Trust Law State Bar Sections, 1991-present
- Member, AAII, 2015 to present
- Member, Dane County Bar Association
- American Field Service (AFS) International Student Exchange Programs, Past Chapter President, Current Member
- Board Member, Wisconsin Early Autism Project Medical Review Board (Infant Autism Study)
John served on the bench as a full-time judicial court commissioner from 1991-1993. He heard and decided hundreds of legal matters and wrote extensive judicial opinions on complex issues and cases. He conducted bail hearings, small claims mediations, mental health commitments, and guardianships, among other actions. He made national news for setting record high bail on a defendant charged with stunning animal abuses. Of John’s judicial service, Wisconsin Supreme Court Justice Ann Walsh Bradley wrote: "John's dedication shows. He meets the challenges with quality. He has keen insight into developing legal issues."
Estate Planning Private Practice
After earning his Juris Doctor from the University of Wisconsin Law School in 1991, John began private law practice in Madison, Wisconsin in 1993, writing several major appeals, two of which were ordered by the Wisconsin Court of Appeals to be published, an honor reserved only for cases that are deemed significant in their effects on Wisconsin law.
Estate Planning Expertise
Since 1998, John has dedicated his legal practice to all aspects of estate planning, including Medicaid planning and Medicaid planning trusts, will-based planning, probate, guardianship, and trust administration. He has also performed as a probate attorney and guardian attorney. His clients range from business owners in need of basic estate planning services to high net worth individuals requiring advanced estate planning techniques. John takes great pride knowing that the service he performs provides peace of mind to his valued clients and their families.
John also believes very strongly in giving back to the community that has supported him for so many years. He enjoys performing charitable and pro bono work, often working weekends with elderly low-income Wisconsinites needing legal and estate planning basics at no charge. He has also provided pro bono services to eligible first responders and their spouses or domestic partners through the State Bar of Wisconsin’s Wills for Heroes program, volunteering to help prepare wills and other estate planning documents at no charge to these heroes and their families.
Speeches and Presentations
John shares his broad and substantial experience as a frequent speaker at estate planning workshops nationally and throughout Southern Wisconsin. He has been invited as a special guest on a number of radio shows, and he was honored to have been invited to speak as a featured presenter at various conferences throughout Wisconsin and nationally, including:
- Teaches other attorneys at national consortiums, such as WealthCounsel where he will be lecturing at their San Diego Symposium in August 2018
- American Association of Individual Investors (AAII) Investor Conference in Las Vegas (2015)
- American Association of Individual Investors (AAII) Investor Conference in Las Vegas (2017)
- American Association of Individual Investors (AAII) Investor Conference in Las Vegas (2018)
John appears quarterly as a featured guest lecturer at the University of Wisconsin Medical school, and he has also shared his knowledge and expertise through the following:
- Taught a series of courses entitled “Ready, Set, Retirement!” sponsored by Madison College
- Teaches other attorneys for Continuing education courses at the State Bar of Wisconsin
- Lectured for local Wisconsin chapters of the Alzheimer’s Association
- Served as legal counsel for several autism associations
- Currently serves on nationally-recognized autism research ethics review boards
- Wrote appellate cases, changing Wisconsin tax law and estate planning law
- Wrote several nationally-published articles for AAII Magazine on Beneficiary Designations and Medicaid
- Wrote for West-side Neighbors (locally published)
Sinai Samaritan Medical Center, Inc. VS Morgan McCabe, McCabe = 197 Wis. 2d 709
Outcome: Affirmed trial court ruling that Morgan was responsible for Jean's medical bills.
Jack McManus, PR Estate of Dorothy McManus v. Wisconsin Department of Revenue, Mcmanus = 155 Wis.2d 450 (Ct. App. 1990)
Eileen M. Kitzerow v. Don Simon, Inc.