When your Wisconsin-based interests are at stake.

Joseph M. Maier, CLU, EPLS, AEP®
Joseph M. Maier, CLU, EPLS, AEP®
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

E-mail Joseph M. Maier, CLU, EPLS, AEP®

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Joe 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. Joe assists business owners and families in succession planning and estate planning.

Joe Assists Clients With

  • Multi-generational succession planning
  • Income Tax Planning involved in creating, operating and liquidating business entities including corporations, limited liability companies, partnerships and limited partnerships
  • ERISA compliance and employee benefit planning and design
  • Formations of businesses and exit strategy design
  • Mergers and acquisitions
  • Estate planning and wealth transfer

Awards/Distinctions

  • Chartered Life Underwriter
  • Accredited Estate Planner®
  • Distinguished as an Estate Planning Law Specialist
  • Graduated #1 in class from UW Law School
  • Editor of UW Law Review

Books/Articles/Presentations

  • The Irrevocable Trust, a study published by Northwestern Mutual
  • Building a Flexible Estate Plan, Journal of Society of Financial Services Professionals
  • The New World Challenges of Using Family Limited Partnerships… And How to Overcome Them, Northwestern Mutual Advanced Planning Seminar
  • The Myth of Crummey, presented at multiple regional estate planning councils

Professional Associations

  • Wisconsin Bar, Taxation and Property and Probate sections
  • Society of Financial Services Professionals