WAGNER & GUSTAFSON - Key Persons
Job Titles:
- Member of the State Bar of Wisconsin
Attorney Gustafson is a member of the State Bar of Wisconsin. She is licensed to practice in the States of Wisconsin and Illinois.
Courtney is a partner with Wagner & Gustafson, LLC. Courtney L. Gustafson was born and raised in Milwaukee, Wisconsin. She completed her undergraduate studies at the University of Wisconsin-Milwaukee. Her academic interests included politics and economics. While attending the University of Wisconsin-Milwaukee, she was selected as a congressional intern to work with then Congressman Gerald Kleczka in Washington, D.C. Courtney double majored in Economics and Political Science. She graduated with Honors in 1998.
Courtney graduated from Valparaiso Law School in 2001, earning class honors in Family Law Practicum. She practiced law at a firm in Chicago, Illinois. After seven-years, she relocated back to her hometown, Milwaukee.
Karin is a partner with Wagner & Gustafson, LLC. Karin advises clients regarding estate planning, wealth transfer techniques, business succession planning, estate and trust administration, marital property law, including pre-nuptial and post-nuptial agreements, charitable giving strategies, estate, gift, and generation-skipping transfer tax planning, real estate matters, and the formation and operation of businesses.
Karin has given presentations and written on a variety of estate, tax, and business planning topics including:
Tax Issues in Estate Planning and Probate in Wisconsin, National Business Institute
The New Wisconsin Estate Tax, State Bar of Wisconsin 54th Annual Tax School
Family Limited Partnerships: Court Decisions Rendered and Lessons Learned, Milwaukee Estate Counselors Forum and Waukesha County Estate Planning Council
Buying and Selling A Business in Wisconsin, Lorman Education Services
Advanced Estate Planning Techniques, WBB/ADP Seminar
Advising Your Clients About the Basics of Estate Planning, WBB/ADP Seminar
Deciding Who Should Pay: Drafting Tax Apportionment Clauses, State Bar of Wisconsin 22nd Annual Estate Planning Update
Generation-Skipping Drafting and Compliance Tips, State Bar of Wisconsin 21st Annual Estate Planning Update
How Charitable Giving Can Enhance Clients' Estate Plans, State Bar of Wisconsin 20th Annual Estate Planning Update
"Estate Planning After the 2001 Tax Act: tips and traps," co-author, Wisconsin Law Journal
Karin is admitted to practice law in Wisconsin. She is a graduate of the University of Wisconsin, where she received her B.S. degree with honors and distinction in 1995 and her J.D. degree in 1998.
Karin's professional memberships include:
State Bar of Wisconsin
Real Property, Probate & Trust Law Section