Dan Kohls

Attorney Daniel T. Kohls counsels clients in Wisconsin and Illinois with regard to wealth transfers. His areas of focus are estate planning and business succession planning. Within the business succession field, Dan assists families in smoothly transitioning their businesses and farms from one generation to the next, helping them overcome the many obstacles that confront them—such as, lack of liquidity, taxes, control issues, disability, and unexpected death. He implements these succession designs through lifetime plans such as gifts, redemptions, and sales; death plans such as wills and trusts; and combination plans that incorporate lifetime and time of death components.

Dan received a Bachelor of Arts degree in Finance and French from Carroll College in Waukesha, WI, in 1993, and a Juris Doctorate from the University of Wisconsin Law School in 1996. He is a member of the Madison Estate Counsel, the Wisconsin Planned Giving Counsel, and the Wealth Counsel.

Dan offers initial consultations at no cost or obligation for estate and business succession planning. He works on a flat fee basis so all fees and costs of the planning process are known to his clients before they commit financially to proceed with the execution of the plan.

Rebecca Mackie

Since her admission to the bar in 2012, Attorney Rebecca M. Mackie has focused her practice on helping clients in the areas of estate planning, business succession, real estate, and guardianship. Her experiences with clients both as an attorney and during her law school internship reinforced her philosophy of bringing empathy into the firm setting. Rebecca places a heavy emphasis on individualized attention, making sure that each plan is specifically designed to fit the client.

Rebecca received a Bachelor of Musical Arts in violin performance and English literature from the University of Oklahoma in 2008, and a law degree from the University of Wisconsin Law School in 2012.