Trusted advisor to affluent families, successful business owners and corporate executives 

Amalia is a trust and estate lawyer who advises wealthy families, owners and operators of closely held/family businesses, executives of large private and public companies, professionals and trustees. She focuses on:

• Estate and retirement planning
• Business succession planning
• Estate and trust administration, including probate
• Leveraged gift techniques
• Federal and state tax return preparation
• Charitable planning and giving

Clients appreciate Amalia’s responsiveness, discretion and practical approach. She is a trusted advisor to her clients, their families and businesses. Amalia strives to provide them with guidance and peace of mind during what often involves their most difficult decisions and life events. One of Amalia's favorite aspects of her work is truly getting to know her clients, their values, asset composition and businesses so she can work with them to develop creative and custom estate and business succession plans. Amalia’s ability to connect with her clients and their families allows her to navigate multigenerational and interfamily dynamics in a thoughtful and caring manner. The majority of Amalia’s new clients are from referrals by existing clients and their advisors.

Amalia is the Wisconsin chair of the firm's Estate, Trust & Wealth Preservation Practice Group.

Bar Admissions

• Wisconsin

Education

• Marquette University Law School (J.D., 2003)
  • CALI Excellence for the Future Award
  • Federal Taxation of Corporations & Shareholders
  • St. Thomas More Scholarship awarded for all three years

• University of Michigan (B.A., 2000)
  • Varsity women's cross country and track teams, member
  • Big Ten Academic All-American (1996–1997)

• "Bequests under Wills, Gifts under Revocable Living Trusts and Beneficiary Designations for Life Insurance Policies"
• "Beware the Foreign Trust Tax Trap"
• "Estate Planning for QSSTs and ESBTs"
• "Modern Families, Modern Investing"
• "Planning for the Payment of Estate Taxes for Illiquid Estates Owning Real Estate-The Code § 6166 Deferral"
• Estate and Gift Tax Planning Ideas to Consider Before the End of 2010
• Looking Ahead: The Impact of the New Tax Laws on Estate Planning
• “Deathbed Planning: What You Can Do This Side of Paradise”
• “Estate Planning for QSSTs and ESBTs”
• “Estate Planning for QSSTs and ESBTs”
• “The Effect of Portability and a $5,000,000 Estate Tax Exemption on Estate Planning Document Drafting”