Wilson Nancy

- 16655 W Bluemound Rd #330, Brookfield, WI 53005

For individuals and business owners throughout Wisconsin, navigating the complexities of legal and financial planning requires a professional with not only a strong grasp of the law but also a practical understanding of real-world operations. In Brookfield, attorney Nancy Wilson offers a unique blend of legal expertise and business acumen. With a background that includes serving as a Chief Operating Officer and owning multiple businesses, she brings a distinctive perspective to her practice. This article provides a comprehensive overview of her services, highlighting what makes her a notable choice for anyone in the Milwaukee area seeking counsel on business, tax, and estate matters.

The core of Nancy Wilson’s practice lies in the intersection of business and personal legal planning. Her specialization in "Estate Planning" and "Succession Planning" is particularly valuable for Wisconsin’s many family-owned businesses and entrepreneurs. The process of transitioning a business from one generation to the next is fraught with legal and financial challenges, and her experience provides her with in-depth knowledge of her business clients' needs. She assists with "Business formation and growth planning," "Acquisitions and sales," and "Business reorganization and recapitalization," offering end-to-end support for companies at all stages of their lifecycle. This integrated approach ensures that a client's business goals and personal legacy are aligned, a crucial consideration for long-term success.

Beyond her business-focused services, Attorney Wilson also has a strong background in tax law, holding a Master of Laws in Taxation. This expertise is a significant advantage for clients, as it allows her to provide strategic "Tax planning" as part of both business and estate planning. Tax implications are often a critical component of any major financial decision, and having a lawyer who can address these issues directly simplifies the process and can lead to more favorable outcomes. She also assists with "Estate planning including generational planning," helping clients draft and review documents to ensure their wishes are legally sound and tax-efficient. Her services also extend to "Drafting and revising contractual documents," providing an essential service for businesses that need to formalize agreements with partners, clients, and suppliers.

The practice of law is about more than just knowledge; it's about experience. Nancy Wilson’s career, which has included roles as an executive and business owner, gives her a practical understanding of the challenges her clients face. This hands-on experience allows her to provide advice that is not just legally correct, but also strategically sound and operationally feasible. For a small business owner in Milwaukee, this means working with an attorney who truly understands the day-to-day pressures and financial realities of running a company. This unique background sets her apart from other attorneys and is a compelling reason for clients to choose her. Her membership in various professional organizations, including the Wisconsin Institute of Certified Public Accountants, further underscores her broad expertise and commitment to staying current in multiple fields.

The process of seeking legal counsel can be intimidating, but the right attorney makes all the difference. While no specific reviews are provided, the nature of the services offered and her professional background suggests a client-focused and highly competent approach. She offers a range of services designed to help with both business and personal legal needs, allowing for a seamless experience for clients who have complex and interrelated issues. The ability to assist with everything from "trust administration" to "succession planning" means she can be a long-term legal partner for clients, helping them navigate various life and business milestones. Her location in Brookfield makes her a convenient option for many in the Milwaukee area and surrounding communities, providing local access to high-level expertise.

In addition to her professional capabilities, the firm’s commitment to accessibility is worth noting. The office is located in a building with a "Wheelchair accessible entrance," "Wheelchair accessible parking lot," and a "Wheelchair accessible restroom." These features ensure that the firm is a welcoming and practical option for all clients, regardless of their physical abilities. The fact that "Appointments are recommended" also signals a commitment to providing dedicated, one-on-one time for each client. This approach ensures that every consultation is focused and productive, allowing for a thorough discussion of a client’s specific needs and goals. For anyone in Wisconsin looking for an attorney who combines legal excellence with real-world business insight, Nancy Wilson’s practice offers a compelling solution.

Ultimately, a client's decision to hire an attorney is about trust and confidence in that person's ability to achieve a positive outcome. Nancy Wilson's extensive experience, not just as a lawyer but as a business professional, gives her a deep and holistic understanding of her clients' needs. Her legal acumen, combined with her practical knowledge of business and tax matters, makes her an ideal partner for individuals and business owners in Wisconsin. The opportunity to work with an attorney who has such a comprehensive view of legal and financial challenges is a significant advantage. For those facing complex decisions about their business, their wealth, or their legacy, Wilson Nancy provides a trusted and expert resource right here in the Brookfield community.

Location and Accessibility

Wilson Nancy's office is located at 16655 W Bluemound Rd #330, Brookfield, WI 53005, USA. This location is easily accessible for residents of Brookfield and the greater Milwaukee area. The building is equipped with several accessibility features, including a wheelchair-accessible entrance, a wheelchair-accessible parking lot, and a wheelchair-accessible restroom. These amenities ensure that all clients can visit the office with comfort and ease.

Services Offered

• Business formation and growth planning
• Tax planning
• Acquisitions and sales of businesses
• Business reorganization and recapitalization
• Succession planning
• Estate planning including generational planning
• Reviewing and amending existing estate plans
• Drafting and revising contractual documents
• Trust administration

Features / Highlights

• Appointments recommended to ensure dedicated time for each client.
• Wheelchair-accessible entrance, parking lot, and restroom available.
• Restroom amenities on-site.
• Attorney with extensive background in business operations, including serving as a Chief Operating Officer and business owner.
• Specialized expertise in tax law and its application to business and estate planning.

Contact Information

Address: 16655 W Bluemound Rd #330, Brookfield, WI 53005, USA

Phone: (262) 827-9003

What is worth choosing

For individuals and business owners in Wisconsin, choosing Wilson Nancy is a decision to partner with an attorney who brings a unique and highly valuable perspective to the table. Her background in both law and business operations provides a rare combination of legal expertise and practical knowledge, allowing her to offer advice that is not only legally sound but also strategically effective. She is well-versed in the complex relationship between a business and the personal wealth of its owners, making her an ideal choice for succession planning and related legal matters. Her specialized knowledge of tax law is another significant advantage, helping clients navigate financial decisions with greater confidence. The firm's commitment to accessibility, along with its focus on providing dedicated, one-on-one consultations, ensures a professional and client-focused experience. For anyone in the Brookfield or Milwaukee area seeking a knowledgeable and insightful attorney for their business and estate planning needs, Wilson Nancy offers a compelling and well-rounded solution.

Wilson Nancy

16655 W Bluemound Rd #330, Brookfield, WI 53005, USA