Representing real estate lenders and others in a 25 state region, Paul regularly advises his clients on legal issues in the areas of real estate mortgage financing, real estate development, banking, corporate law, mergers and acquisitions, insurance regulatory work, and taxation. He has successfully defended his clients’ tax controversies with the Internal Revenue Service (IRS) which asserted multimillion dollar deficiencies.
In addition to his real estate experience, Paul also advises high net worth individuals regarding their trust and estate plans and has experience in acquisitions of Wisconsin insurance companies and related regulatory matters.
Whether he is advising individuals on their estate or working with lenders, he always takes time to thoroughly understand his client’s needs and objectives and offers a practical, common sense approach to the realization of those objectives through zealous negotiation, creativity and timely delivery of legal services.
Clients
Paul represents individuals, real estate lenders, insurance companies, businesses, and others.
Notable Representations
- Worked with the Project Manager and handled the legal aspects of development, project management, and construction of the University of Wisconsin’s basketball and hockey arena, the Kohl Center.
- Successfully assisted the owner in acquiring out of bankruptcy and financing thru a hedge fund and State of Wisconsin grants/loans a paper company in Park Falls, Wisconsin.
- Worked extensively with lenders in documenting, closing and enforcing commercial real estate loans in a 25 state region.
- Extensive experience in representation of insurance industry entities in regulatory and corporate transactional areas.
- Extensive experience in assisting high net worth individuals in matters relating to tax and estate planning, business succession planning, and marital property planning, and trust creation.