When your Wisconsin-based interests are at stake.

Carl D. Holborn
Carl D. Holborn
O’Neil, Cannon, Hollman, DeJong & Laing S.C.
111 E. Wisconsin Avenue
Suite 1400
Milwaukee, Wisconsin 53202
Phone: 414.276.5000
Fax: 414.276.6581

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Carl assists individuals, executives, professionals, and business owners with estate and business planning, as well as trust and probate administration. He also focuses on estate, gift, and income taxation.

Carl Assists Clients With

  • Structuring estate plans for affluent individuals and families to maximize wealth preservation from one generation to the next
  • Representation for corporate and individual fiduciaries, as well as beneficiaries in probate and trust administration matters
  • Business succession planning
  • Representation of taxpayers in dealing with tax controversies involving state and federal taxing authorities
  • Planning and structuring charitable donations for both individuals and charitable organizations

Examples of Carl’s Recent Client Work

  • Preparation and implementation of estate plans for clients with net worth in excess of $75 million
  • Successful preparation and implementation of complex estate plan for client with real estate holdings worth in excess of $25 million
  • Represented a charity in an estate dispute, preserving the full charitable distribution indicated in the original trust documents, an amount which was over $1 million more than the trustee intended to distribute
  • Probate administration of deceased owner of manufacturing firm with a net worth in excess of $7 million
  • Preserved a client’s family farm valued at more than $3 million through successful representation during an estate dispute
  • Negotiated with Internal Revenue Service in a dispute involving complex estate tax issues

Awards/Distinctions

  • Editor, Wisconsin Law Review
  • Selected as a Wisconsin Super Lawyer in 2005, 2006, 2007, 2008 and 2009, Law & Politics and Milwaukee Magazine
  • Beta Gamma Sigma, National Honor Society for Graduate Business Students
  • Judicial Intern, Seventh Circuit Court of Appeals

Articles/Presentations

  • Carl frequently lectures at continuing legal education seminars on various estate and tax issues

Community Service

  • Past Chairman, State of Wisconsin Elections Board
  • Member, Kenosha County Civil Service Commission
  • President, Society of Financial Service Professionals, Milwaukee Chapter