Wilson Nancy

In the dynamic landscape of legal services, especially within the specialized fields of business and estate planning, finding an attorney who combines legal acumen with practical business insight is a distinct advantage. For individuals and businesses in Brookfield, WI, and the broader Milwaukee area, Wilson Nancy emerges as a highly proficient and well-rounded legal professional. Her office, conveniently located at 16655 W Bluemound Rd #330, Brookfield, WI 53005, USA, positions her as an accessible and valuable resource for local users seeking expert legal counsel.

The "Nearby Lawyers" platform category emphasizes the importance of local presence and specialized services, and Wilson Nancy perfectly aligns with this. Her practice is tailored to serve the needs of the Brookfield community and surrounding regions. While details about the specific environment of her office are not provided, her location in a suite on Bluemound Road suggests a professional and well-equipped setting, typical of established legal practices dedicated to serving a diverse clientele.

Wilson Nancy's primary focus lies within the Trust, Estates, and Succession Planning Practice Group. This means she offers a comprehensive suite of services designed to assist clients with all matters relating to estate planning, succession planning, and trust administration. For individuals, this includes crafting and reviewing wills, establishing trusts, and developing strategies for generational wealth transfer. For business owners, her expertise extends to intricate succession plans, ensuring the smooth transition and longevity of enterprises.

Beyond traditional estate and trust work, a defining feature of Wilson Nancy's practice is her profound understanding of business law, significantly enhanced by her prior professional experience. Before embarking on her legal career, Nancy held key executive positions, including Chief Operating Officer for a large consumer electronics distributor and Vice President of Operations for a manufacturing company. She also owned and operated an accounting and consulting business, a credit reporting agency, and various retail stores. This invaluable firsthand experience in business operations, management, and finance provides her with an in-depth, practical knowledge of her business clients' needs, setting her apart from many other attorneys.

Her services for business clients are extensive, covering crucial areas such as business formation and growth planning, tax planning, acquisitions and sales, business reorganization and recapitalization, and drafting and revising various contractual documents. This holistic approach ensures that clients receive not just legal advice, but strategic guidance that considers the practical implications and business realities of their decisions. Her background in accounting and consulting further strengthens her ability to advise on tax-efficient structures and financial planning aspects integral to both business and estate strategies.

Wilson Nancy's educational background is equally impressive, underpinning her comprehensive expertise. She holds a J.D. from the University of Wisconsin Law School, an L.L.M in Taxation from the University of Alabama Law School, and a Masters in Accounting and a B.B.A. from the University of Wisconsin-Madison. This rigorous academic foundation, particularly her advanced degree in taxation, is highly beneficial for clients navigating complex tax implications in estate and business planning.

Promotional information and professional affiliations further highlight Wilson Nancy's standing in the legal community. She is a member of the Wisconsin Institute of Certified Public Accountants, reflecting her integrated approach to legal and financial matters. She also serves as a Tax Board and LRIS Board Member for the State Bar of Wisconsin and is an active member of the Milwaukee, Waukesha, and Walworth Bar Associations, demonstrating her commitment to the legal profession across multiple counties in Southeastern Wisconsin. Her recognition with a "Women in the Law Award" underscores her significant contributions and achievements within the legal field.

Nancy frequently shares her knowledge through presentations at various Women's associations and often collaborates with accountants to provide integrated advice to clients. She is also a recognized speaker at community centers, such as the New Berlin Community Center, illustrating her commitment to educating the public on important legal topics related to her practice areas. News mentions also indicate her involvement in significant legal developments, such as her advocacy efforts regarding the Tax Reform Bill.

While specific client testimonials are not provided in the initial information, her extensive experience, diverse background, and strong professional affiliations paint a clear picture of a highly competent and client-focused attorney. The breadth of her services, from crafting intricate estate plans to advising on complex business transactions, suggests a clientele that values comprehensive, insightful, and strategic legal counsel.

For those in Brookfield, WI, and surrounding areas looking for an attorney who understands the nuances of both legal frameworks and business operations, Wilson Nancy presents an excellent choice. Her ability to translate complex legal and financial concepts into clear, actionable strategies, coupled with her dedication to client service, makes her a valuable asset. Individuals and businesses can reach her office at (262) 827-9003 or via mobile at +1 262-827-9003 to discuss their legal needs and explore how her unique expertise can benefit them.