Foley & Lardner LLP: Daniel M. Hess

- 777 E Wisconsin Ave, Milwaukee, WI 53202

When it comes to securing your legacy, planning for the future of your family, or navigating the complexities of business succession, having a trusted and knowledgeable legal advisor is paramount. For high-net-worth families and privately owned businesses throughout Wisconsin, Daniel M. Hess, a partner at Foley & Lardner LLP's Milwaukee office, is a premier resource. As a specialist in estate planning and wealth management, he provides sophisticated and tailored legal solutions that are designed to meet the unique needs of his clients.

Foley & Lardner LLP, with its deep roots in Milwaukee dating back to 1842, is a cornerstone of the legal community in Wisconsin. The firm’s long-standing presence and commitment to the region provide a foundation of local expertise combined with the vast resources of a national law firm. Daniel M. Hess, who also chairs the firm’s national Estate Planning Practice, embodies this blend of local understanding and broad legal acumen. His practice is particularly focused on advising clients on multigenerational ownership and management succession planning, helping to ensure that family businesses can thrive for future generations.

Beyond traditional estate planning, Daniel Hess and the team at Foley & Lardner LLP offer a comprehensive suite of services that look at the bigger picture. They understand that wealth management is not just about assets; it's about preserving values, protecting privacy, and ensuring that a client's intentions are carried out effectively. This is why his counsel extends to the formation and operation of family offices and private trust companies, providing a holistic approach to wealth administration and stewardship. The firm's ability to seamlessly integrate legal advice with a client's personal and financial goals is what truly sets it apart.

For clients who are navigating the delicate process of transferring wealth or managing a trust, the importance of working with an attorney who is not only knowledgeable but also compassionate and professional cannot be overstated. Daniel Hess's extensive experience in trust and probate administration means he can provide expert counsel to corporate and individual trustees, guiding them through fiduciary responsibilities and best practices. This ensures that the administration of trusts and estates is handled efficiently and in accordance with the donor's intent, minimizing stress and potential disputes for families during a difficult time.

The firm's commitment to inclusivity is another key feature. As an LGBTQ+ friendly firm, Foley & Lardner LLP provides a welcoming and respectful environment for all clients. This focus on diversity and respect is a reflection of the firm's broader commitment to a client-first philosophy, ensuring that everyone feels comfortable and confident in their legal representation.

The office of Foley & Lardner LLP is located at 777 E Wisconsin Ave in Milwaukee, in the heart of the city's downtown business district. This prime location makes it easily accessible for clients from across the metropolitan area and surrounding communities. The firm is committed to ensuring a comfortable and accessible experience for all visitors. The building provides a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom, demonstrating a clear dedication to serving clients with mobility needs.

While the firm provides onsite services for in-person consultations, they also recommend appointments to ensure that every client receives dedicated and focused attention. This practice allows Daniel Hess and his team to thoroughly review a client's unique circumstances and prepare for the consultation, making the meeting as productive and efficient as possible. The combination of a central, accessible location and a well-planned service model makes Foley & Lardner LLP a practical and reliable choice for legal services in Wisconsin.

Services Offered

• Estate Planning: Crafting tailored plans for high-net-worth families to preserve privacy, use tax exemptions effectively, and implement sophisticated wealth transfer strategies, including trusts and family-limited partnerships.
• Business Succession Planning: Advising privately owned businesses on the effective transition of ownership, control, and management to future generations, addressing unique liquidity issues and preparing companies for potential sale.
• Trust and Probate Administration: Counseling corporate and individual trustees on fiduciary responsibilities, managing estate and gift tax audits, and providing comprehensive services to administer trusts and estates.
• Charitable Planning: Assisting clients in achieving their philanthropic goals through charitable giving strategies and the formation of private charitable foundations.
• Family Office and Private Trust Companies: Providing expert guidance on the formation, operation, and management of family offices to ensure the success and longevity of family enterprises.
• Executive Estate Planning: Offering specialized planning for corporate executives regarding stock options, deferred compensation, and other executive benefits.

Features / Highlights

• Expertise in Estate Planning: Daniel M. Hess is a partner and chair of the firm’s national Estate Planning Practice, recognized for his deep knowledge in this field.
• Comprehensive Accessibility: The office is equipped with a wheelchair accessible entrance, parking lot, and restroom, providing a welcoming environment for all clients.
• LGBTQ+ Friendly: The firm is committed to providing an inclusive and respectful environment for every client.
• Strategic Business Counsel: The practice focuses on providing legal advice that is integrated with a client's broader financial and business objectives.
• Appointments Recommended: This practice ensures that each client's case is given the time and attention it deserves, leading to more productive consultations.

Contact Information

Address: 777 E Wisconsin Ave, Milwaukee, WI 53202, USA

Phone: (414) 297-5891

Mobile Phone: +1 414-297-5891

What is worth choosing

For Wisconsin residents and businesses who are concerned about the future of their wealth and legacy, choosing Daniel M. Hess at Foley & Lardner LLP is a wise decision. The firm offers a unique combination of deep local knowledge and national-level expertise, providing clients with sophisticated legal strategies that are specifically tailored to their needs. Daniel Hess’s specialization in estate and succession planning for high-net-worth families and privately owned businesses is a significant advantage. He has a proven track record of helping clients navigate complex tax laws and implement strategic plans that ensure the smooth transition of assets and control for generations to come.

The firm's commitment to accessibility and inclusivity further reinforces its value. The availability of a wheelchair accessible entrance, parking, and restroom makes the office welcoming for all clients, while the stated LGBTQ+ friendly environment ensures a safe and respectful space for every individual. When you choose this firm, you are not just getting a lawyer; you are partnering with a trusted advisor who can help you secure your financial future and protect what you have worked so hard to build. For anyone in Wisconsin seeking expert and professional guidance on estate planning and wealth management, Daniel M. Hess and the team at Foley & Lardner LLP are a truly excellent choice.

Foley & Lardner LLP: Daniel M. Hess

777 E Wisconsin Ave, Milwaukee, WI 53202, USA