Al Young Fox, O’Neill & Shannon, S.C. 622 North Water Street, Suite 500 Milwaukee, WI 53202 (414) 273-3939 [email protected] www.foslaw.com
Dec 04, 2014
Al YoungFox, O’Neill & Shannon, S.C.
622 North Water Street, Suite 500Milwaukee, WI 53202
(414) [email protected]
www.foslaw.com
• William Fitzhugh Fox • Gregory J. Ricci• Bruce C. O’Neill • Francis J. Hughes• Thomas P. Shannon • Michael J. Hanrahan• William R. Soderstrom • Matthew W. O’Neill• Diane Slomowitz • Laurna A. Jozwiak• Allan T. Young • Peter J. White
• Kenneth P. Barczak, Of Counsel
Fox, O’Neill & Shannon, S.C.Attorneys
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Bill Fox
• Great Circus Parade
• Greater Milwaukee Foundation
• Boys & Girls Clubs of Greater Milwaukee
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Fox, O’Neill & Shannon, S.C.a Law Firm for Business
• Business Startups • Franchising• LLC’s & Partnerships • Contracts• Corporations • Business Litigation• Business Purchases / Sales • Real Estate & Leases• Shareholder Agreements • Employment Law• Noncompete Agreements • Succession Planning• Commercial Transactions • Environmental Law• Bank Financing • Trademarks
Fox, O’Neill & Shannon, S.C.Cross Section of Client Industries
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• Manufacturer • Real Estate Developer
• Advertising Agency • Landscaper
• Physicians & Dentists • Electronics Distributor
• Beverage Wholesaler • Convenience Stores
• Warehousing • Cabinet Maker
• Retails Displays • Transportation Expediter
• Restaurateur • Equipment Service
Fox, O’Neill & Shannon, S.C.Client Size
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Business Law
Estate Planning
TaxProbate &
Trust Administration
Divorce
Personal Litigation
Real Estate
Employment Agreements
Retirement Planning
622 N. Water St.Milwaukee, WI
Do I need to go downtown to meet
with Al Young?
Elm Grove Town Bank13150 Watertown Plank Road
Al YoungPersonal
• New Berlin resident for 20 years
• Married to Susan, Operating Room Nurse at Elmbrook Hospital
• Children:-- Emily: Sophomore at the Kansas City Art Institute-- Michael: Junior at Marquette High School
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Al YoungEducation
• College: Marquette University-- Majors in Accounting and Economics-- Minor in Psychology
• Law School: Marquette University
• Licensed CPA (but today, only practice law)
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Al YoungBefore FOS
• Arthur Andersen & Co Tax Department-- Left as Tax Manager after 6 Years-- Liaison to the Small Business Division
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Al YoungService to the Profession
• Member of the Board of Directors of the State Bar Tax Section (Immediate Past Chairman)
• Member of the WICPA State Tax Committee
• Former Chair of the Milwaukee Bar Association Tax Section
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Al YoungPractice Areas
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• Business Law • Estate Planning
• Tax • Probate
Al YoungBusiness Law
• Business Start-Ups-- LLC’s, S Corp’s, Partnerships, C Corp’s
• Sales and Purchases of Businesses
• Contracts
• Compensation Planning
• Real Estate & Leases
• Bank Financing16
Al YoungEstate Planning
• Wills
• Revocable Trust Agreement
• Financial Powers of Attorney
• Powers of Attorney for Health Care
Al YoungEstate Planning
• Powers of Attorney for Adult Children
• Second Marriages – Planning to Leave Estate to Children of a Prior Marriage
• Pre or Post Marriage Planning for Children by Parents
• Planning for Problem Children
• Planning for Vacation Homes
Al YoungEstate Planning
• Liquidity Planning for Surviving Spouse
• Planning to Avoid or Minimize the Federal Estate Tax
• Charitable Planning
• Maximize the After Tax Value of Life Insurance
• Probate Avoidance
Al YoungProbate
• Represent Estates in probate proceedings
• Administer Decedent’s assets when probate is unnecessary
• Prepare all required federal and state income, fiduciary and estate tax returns
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Al YoungGood Referrals
• Individuals Needing Estate Planning
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-- Stale Estate Planning Docs -- Recent Inheritance-- Second Marriage -- Children in College-- New to Wisconsin -- Spouse Recently Deceased
• Closely Held Business • Business Owner
• Business Executive • Professional
Al YoungFox, O’Neill & Shannon, S.C.
For more information, see the FOS web site:
www.foslaw.com
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