Nathan K. Johnson is a shareholder in the firm's Trusts and Estates Practice. He serves a wide range of clients including individuals, closely held businesses and charitable organizations. Nate is a Certified Public Accountant, and spent several years as an accountant. This experience, combined with his knowledge of estate planning and tax law, enables Nate to recognize the goals and challenges of clients and to create appropriate financial solutions.
Nate also speaks on a variety of professional topics to business audiences, including financial institutions and professional organizations.
Representative Matters and Experience
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Drawing on his accounting, as well as his legal background, to advise a large public charitable organization on fiduciary accounting and tax issues
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Developing and implementing a comprehensive succession plan for a closely held family business to enable the family to transition the business to other family members and to achieve their desired charitable giving
Accolades
Affiliations/Memberships
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State Bar of Wisconsin
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American Bar Association (Real Property, Probate and Trust Law Sections)
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Holton Youth Center (Board of Directors)
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Betty Brinn Children's Museum Foundation (Board of Directors)
Education
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J.D., cum laude, Marquette University Law School
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B.B.A., University of Wisconsin-Whitewater (Accounting and Finance)