Mackall, Crounse & Moore, PLC has joined Dewitt Ross & Stevens S.C.

The newly formed DeWitt Mackall Crounse & Moore S.C. will provide clients with enhanced legal services
and efficiencies as well as access to more than 100 attorneys practicing in nearly 30 areas of
law in Wisconsin and Minnesota.

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Goldman
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Jeff A. Goldman

location:
Madison
email:
jag@dewittross.com
phone:
608-395-6730
fax:
608-252-9243
assistant:
Debbie A. Miller
http://www.linkedin.com/pub/jeff-goldman/12/672/497

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Jeff is the Chair of the Estate and Trust Practice Group and focuses on trusts, estates, fiduciary litigation and administration, estate planning, and probate. He is also experienced in commercial litigation, charitable entities, and taxation. His combination of experience in the courtroom handling complex and routine estate and trust administration issues, and drafting a variety of estate plans for his clients gives him a special perspective that truly sets him apart from his peers.

He understands that no one looks forward to planning for their death, but he also knows it is one of the most important things a person can do to ensure that their financial, family, and philanthropic goals in life are met—even after they are gone. Jeff works with individuals of all walks of life who to ensure what they have worked so hard for is passed on to the appropriate beneficiaries.

Clients

His clients include personal representatives and trustees; beneficiaries of estates or trusts; banks and trust companies; businesses and individuals needing representation in disputes; everyday people in need of estate planning; and charitable entities looking to achieve tax-exempt status and maintain federal and state compliance.

Notable Representations

  • Jeff routinely prepares estate plans to meet clients’ needs with bequests and trusts to provide for their loved ones, appoint guardians for their minor children, save thousands or millions of dollars in estate, income, gift and generation-skipping taxes, and appoint appropriate agents to make their financial and health care decisions.
  • He has drafted estate plans for individuals with estates ranging from less than $50,000 to more than $20 million, and knows the right questions to ask in order to produce a practical, comprehensive and effective estate plan that meets the client’s needs.
  • He has drafted plans including many types of property, including closely held businesses, real estate, retirement plans and life insurance.
  • He has represented clients challenging or defending the validity of wills and trusts, challenging or defending the performance of trustees, personal representatives, and persons acting under powers of attorney, and in proceedings to terminate or modify trusts.
  • When an estate was confronted with claims of common law marriage and an alleged oral contract by the decedent to pay another person’s debts, Jeff convinced the court to dismiss both claims.
  • Jeff resolved the rightful heirs of a deceased person’s estate by commencing a paternity action involving an estate and compelling the alleged heir to submit to a DNA test.
  • He obtained a favorable out of court settlement on behalf of a client who challenged the validity of a trust amendment executed shortly before trust maker’s death.
  • In a case involving a difficult trust beneficiary, Jeff successfully petitioned the court on behalf of the trustee to terminate the trust, discharge the trustee, and substitute an annuity for the beneficiary.
  • Jeff has assisted businesses and individuals in court cases and arbitrations involving contract disputes, breach of agent’s duties, and recovery of property or money.
  • He has formed numerous non-profit charitable entities on behalf of clients and has successfully helped the entities obtain tax-exempt charity status.

Articles and Presentations

Jeff is an adjunct professor of law at the University of Wisconsin Law School, teaching estate and trust administration and dispute resolution. He has also taught continuing legal education classes on trust administration and has lectured on topics relating to estate planning and charitable organizations.

Our Locations

Madison

Two East Mifflin Street, Suite 600
Madison, WI 53703
(608) 255-8891
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Greater Milwaukee

13935 Bishop's Drive, Suite 300
Brookfield, WI 53005
(262) 754-2840
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Minneapolis

1400 AT&T Tower,
901 Marquette Avenue
Minneapolis, MN 55402
(612)305-1400
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Get to know us

DeWitt Ross & Stevens S.C., including its affiliate DeWitt Mackall Crounse & Moore S.C., is one of the ten largest law firms based in Wisconsin, with an additional presence in Minnesota. It has nearly140 attorneys practicing in Madison, Metropolitan Milwaukee and Minneapolis in over 30 legal practice areas, and has the experience to service clients of all scopes and sizes.

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Partners

We are an active and proud member of Lexwork International, an association of midsized independent law firms in major cities located throughout the Americas, Europe and Asia.

Awards

Best Lawyers 2013 - 2016
Compass Award 2012
Top 100 Lawyers: National Trial Lawyers Association

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NOTICE

While we would like to hear from you, we cannot represent you until we know that doing so will not create a conflict of interest. Accordingly, please do not send us any information about any matter that may involve you until you receive a written statement from us that we represent you (an “engagement letter”). You will not be a client of the firm until you receive such an engagement letter.

The best way for you to initiate a possible representation is to call DeWitt Ross & Stevens at 608-255-8891. We will make every effort to put you in touch with a lawyer suited to handle your matter. When you receive an engagement letter from one of our lawyers, you will be our client and we may exchange information freely.

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