Terry L. Campbell One Plaza East 330 East Kilbourn Avenue Suite 1017 Milwaukee, Wisconsin 53202
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| Communication Center | | | Phone: | 414-937-5019 888-507-6357
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Terry L. Campbell is the managing shareholder at Moertl, Wilkins & Campbell, S.C. and has counseled clients on a wide range of lifetime and estate planning and business planning issues for more than 25 years. Terry focuses his practice in the areas of lifetime and estate planning which includes wills, powers of attorney, trusts and estates, probate and tax planning and preparation. He also has extensive experience with elder law issues, including Title 19/Medical Assistance planning. In the business areas, Terry has prepared shareholder agreements and contracts, counseled individuals in forming a business and represented individuals buying or selling a business.
Terry is a frequent speaker on lifetime and estate planning issues and has been a featured lecturer at estate and elder law programs held at local colleges, hospitals and retirement homes. He is a member of the Milwaukee County Bar Association, the Wisconsin Bar Association, and the National Academy of Elder Law Attorneys (NAELA). He has served as past chairman of the Milwaukee County Bar Association Lawyer Referral Service Committee.
Terry received his undergraduate degree from Ohio State University and graduated from Marquette University Law School in May, 1979. Prior to entering private practice, he served as a Judicial Clerk for the Honorable Clair Voss, District 2, Wisconsin Court of Appeals.
- 1980
- Business Organizations
- Business Succession
- Estate Planning
- Probate & Estate Administration
- Tax Planning & Preparation
- Trusts
- Wisconsin, 1979
- U.S. District Court Eastern District of Wisconsin, 1979
- U.S. District Court Western District of Wisconsin, 1979
- Marquette University Law School, Milwaukee, Wisconsin,
1979
Juris Doctor
- Ohio State University, Columbus, Ohio,
1975
Bachelor of Arts Honors: With Honors Major: Social Sciences
- "Living Trusts - Practical Considerations", ABA, July, 1993
- "The IRA Maze - Finding a Way Out", Wisconsin Lawyer, July, 2000
- Trusts as Beneficiaries of Retirement Plans, Wisconsin Law Journal, September, 2006
- Deficit Reduction Act of 2005 and Title 19/Medicaid, Wisconsin Law Journal, October, 2006
- Nonprobate Distribution of Assets, Wisconsin Law Journal, November, 2006
- Estate Planning Basics, Wisconsin Law Journal, December, 2006
- Alzheimers and Legal Issues, Alzheimer's Association Newsletter, Spring, 2007
- Ziegler Investment Services Group - Andy M. Wiziarde, 262-241-5988
- RBC Dain - Steve Jensen, 414-272-5556
- Johnson Trust Co. Matt Demet, 414-287-6478
- Geriatric Support Associates Miriam Oliensis-Torres, 414-964-5030
- Elder Law Series, Concordia College,
1992
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1995
- Family Health Forums, Zablocki VA Medical Center,
1991
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1992
- Lifetime and Estate Planning, Milwaukee Psychiatric Hospital,
1990
- Ozaukee County Senior Conference Featured Speaker, June 2008 and June 2009
- MS Walk Top 100 Fundraisers 2004 - 2008
- Certificate of Recognition, Milwaukee Bar Association,
1988
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1989
- Foxington - Who's Who,
2000
- Best Personal Wealth Managers of 2009 by Milwaukee Magazine
- Business Network International,
1999
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2001
- Member
- Business Network International,
1999
- President
- Milwaukee Bar Association Lawyer Referral Committee,
1988
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1989
- Chairperson
- National Academy of Elder Law Attorneys (NAELA)
- Member
- Milwaukee Estate Planning Council
- Member
- Herbert J. Mueller Society,
2009
- Member
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