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Jacqueline L. Messler

Jacqueline L. Messler

Amundsen Davis LLC (merged with Davis & Kuelthau)
  • Estate Planning, Probate
  • Wisconsin
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Biography

I assist clients with estate planning, probate, trust administration, pre-marital agreements, guardianship, and small business succession planning. Regardless of net worth, everybody should have an estate plan. I am happy to assist a range of clients: from the young couple who wants to do estate planning to appoint a guardian for their minor children to the multi-millionaire who needs estate tax planning.

Practice Areas
Estate Planning
Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
Probate
Probate Administration, Probate Litigation, Will Contests
Fees
  • Free Consultation
  • Credit Cards Accepted
Jurisdictions Admitted to Practice
Wisconsin
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Languages
  • English
Professional Experience
Attorney
Amundsen Davis LLC (merged with Davis & Kuelthau)
- Current
Davis and Kuelthau, s.c., merged with Smith Amundsen, to form Amundsen Davis in November 2022.
Attorney
Davis and Kuelthau, s.c.
-
Attorney
Weiss Berzowski LLP
-
Law Clerk to Justice Annette Kingsland Ziegler
Wisconsin Supreme Court
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Assisted in drafting majority, concurring, and dissenting opinions. Completed research as necessary, including case law, statutes, regulations, secondary sources, and legislative history. Managed 2-3 interns each semester. Edited memoranda written by interns. Drafted memoranda to prepare the Justice for upcoming cases.
Law Clerk
Schober Schober Mitchell
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Researched and wrote memoranda and briefs on various areas of the law including estate planning, municipality law, 5th Amendment Takings, taxation, landlord-tenant, and farm ownership.
Education
Marquette University Law School
J.D. (2012) | Law
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Honors: CALI Award (highest grade): Taxation of Partnerships and S-Corporations; Taxation of Gifts, Trusts & Estates; Property. Pro Bono Society (Over 90 hours of volunteering).
Activities: Marquette Law Review: Articles Editor 2011-2012, Member 2010-11. Federation of Defense and Corporate Counsel Quarterly: Student Editor 2011-12. Volunteer Income Tax Assistance (VITA). Marquette Volunteer Legal Clinic. Estate Planning Society
Marquette University Law School Logo
Carroll College
B.A. (2009) | History; Political Science
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Honors: Honor Societies: Phi Alpha Theta, Pi Sigma Alpha. Eugene Haugse Award for Excellence as a Pre-Law Student.
Activities: Softball Team, Captain 2008-09. First & Second Team Midwest Conference Softball. Academic All Conference. Mock Trial Team, Captain 2008-09. Student Senate, Secretary & Finance Committee. Staff writer at The New Perspective. Phi Alpha Theta Midwest Conference Presenter: Urban II and the First Crusade.
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Awards
Best Lawyer in Trusts and Estates
Best Lawyers in America
Wisconsin Super Lawyer, Rising Star
Super Lawyers Magazine
Best Lawyer in Trusts and Estates
Best Lawyers in America
Wisconsin Super Lawyer, Rising Star
Super Lawyers Magazine
Up and Coming Lawyer
Wisconsin Law Journal
Professional Associations
State Bar of Wisconsin
Member
Current
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Milwaukee Bar Association
Member
- Current
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Speaking Engagements
Estate Planning for Peace of Mind, Virtual Presentation
Alexian Village Coffee and Conversations
Preserving the Family Legacy Through Estate Planning, Family & Closely Held Business Summit, Italian Community Center
BizTimes Media
Trusts Used for Tax Reduction, Trust 101, Holiday Inn Milwaukee West
NBI
Planning for Transition in Your Family Business, Family & Closely Held Business Summit, Potawatomi Hotel & Casino
Milwaukee Biz Times
Estate Planning for Your Animal-Loving Clients, Wisconsin Humane Society, Milwaukee
Wisconsin Humane Society
Estate Planning for Your Animal-Loving Clients, Association for Women Lawyers, Estate Planning Study Group
AWL
Collecting and Valuing Probate Assets, NBI Probate Boot Camp, Country Springs Hotel
NBI
Educating the Personal Representative, NBI Probate Boot Camp, Country Springs Hotel
NBI
Collecting and Valuing Probate Assets, Milwaukee Bar Association Annual Probate seminar, Milwaukee Bar Association
Milwaukee Bar Association
So What Really Happens When You Die?, Weiss Berzowski Tax and Business Seminar, Wisconsin Club
Estate Planning for the Younger Generation, Weiss Berzowski Estate Planning Conference, Wisconsin Club
Estate Planning for Tangible Personal Property, Weiss Berzowski Estate Planning Conference, Wisconsin Club
The New Wisconsin Trust Code: Wisconsin's Uniform Principal and Income Act, Weiss Berzowski Tax and Business Seminar, Wisconsin Club
Unintended Beneficiaries, Weiss Berzowski Estate Planning Conference, Wisconsin Club
Probate vs. Revocable Living Trust: The Pros and Cons of Each, Weiss Berzowski Estate Planning Conference, Wisconsin Club
Recent Wisconsin Supreme Court Business Decisions, Weiss Berzowski Tax and Business Seminar, Wisconsin Club
Websites & Blogs
Website
Davis & Kuelthau profile
Social Media
Contact & Map
Davis & Kuelthau
300 N. Corporate Drive
Suite 150
Brookfield, WI 53045
Telephone: (262) 792-2409
Davis & Kuelthau
111 East Kilbourn Avenue
Suite 1400
Milwaukee, WI 53202
Telephone: (414) 276-0200