MILWAUKEE NETWORKING CLUB - Allan Young with FOX, O'NEILL, AND SHANNON, S.C.

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


• 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


• 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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