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Iris is an Estate Planning, Elder Law and Special Needs Planning attorney who believes that "hoping for the best" in estate planning for yourself or your special needs child can lead to unintended consequences. She prefers to empower individuals and families to attain and maintain financial security, even in the face of a long-term illness or disability. She partners with clients who wish to be financially stable throughout their lives and also leave a positive legacy for their families and communities.
Prior to graduating cum laude from the University of Wisconsin Law School in 1990, Iris was an Occupational Therapist. As a therapist, she worked with elderly and disabled residents of nursing homes. Her work focused on fostering independence and self-reliance in spite of significant physical or mental limitations. As an attorney she helps families establish Special Needs Trusts for their disabled relatives to supplement government benefits and enrich their lives.
Iris is currently a member of the National Academy of Elder Law Attorneys (NAELA) and the State Bar Elder Law Section. She is also a member of the Wisconsin Chapter of NAELA. She currently serves as a Board Member of CARE Wisconsin, a non-profit that serves the elderly and disabled of Dane County and several surrounding counties. She has received the Luann Gilbert Award and the YWCA 2009 Women of Distinction Award in recognition of her many years of volunteer service.
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Johanna focuses her law practice on estate planning, marital property, probate and trust administration, charitable planning, elder law, gift and estate taxation, business succession planning, and tax-exempt/nonprofit organizations. She regularly lectures on topics such as estate planning, elder law, fiduciary duties of officers and directors, and tax-exempt/nonprofit organizations. She has co-authored articles on Conservation Easements, Family Limited Partnerships and Property Taxation.
Johanna received her Bachelors of Science, Masters of Music and Juris Doctor degrees from the University of Wisconsin-Madison and the University of Wisconsin Law School. Prior to attending Law School, Johanna worked as a Certified Public Accountant.
Johanna is on the board of directors for the Madison Civics Club, Inc., a nonprofit that is currently celebrating 100 years of encouraging civic responsibility and public engagement. Johanna will be one of two Co-Chairs for the upcoming 2012-2013 season. Johanna is a member of the Wisconsin State Bar (Real Property/Probate and the Elder Law Sections), the Madison Estate Council, and the National Planned Giving Council. Previously, Johanna served as a member of the board of directors of the Natural Heritage Land Trust, Inc., Safe Harbor of Dane County, Inc., Ronald McDonald House Charities of Madison, Inc., Gilda's Club of Madison, Inc., and the Friends of the Arboretum, Inc.
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