Experience

Stroud, Willink & Howard, LLC

• United States
• Law Practice
• 1 - 100 Employee

• Inactive

  • Jun 1982 - Present

  Practice Experience • Assisted large retail client to structure extended warranty and service contract program with potential liabilities in the millions of dollars; advised regarding current and ongoing compliance with state law insurance requirements for licensed warranty plan administrators; developed standard form contracts for clients' use with customers. • Developed comprehensive estate plan for client with a substantial estate which included a charitable trust designed to provide ongoing scholarships to residents of client's hometown. • Assisted wealthy clients with asset protection planning including the creation of Delaware Asset Protection Trusts. • Secured tax-exempt bond financing for non-profit organization building medical clinics in underserved parts of Wisconsin; assisted with initial set up and organizational issues, including attaining tax-exempt status, advised regarding legal compliance matters, and handled all aspects of the purchase of real estate locations for the clinics. • Probated several multi-million dollar estates with a variety of complex assets, including multiple retirement accounts and out-of-state agricultural businesses; assisted in funding credit shelter trusts and QTIP trusts; advised surviving spouses on using marital property exchange agreements to protect family assets and achieve family goals. Show less