Patrick develops customized and sophisticated estate and gift planning solutions to help clients achieve their business, financial and family goals.
Overview
Patrick focuses on serving a diverse range of clients in estate planning, estate administration, and estate and gift tax matters.
He has significant experience crafting essential estate planning documents, including wills, marital property agreements, trusts, and powers of attorney, ensuring they align with his clients' goals and comply with relevant legal requirements. Patrick also has experience providing counsel to clients navigating asset protection considerations, income tax planning, charitable planning, business succession planning and wealth transfer strategies.
Additionally, Patrick has represented and advised trustees on various matters involving trust administration, including trust accountings, disputes with beneficiaries and determination of proper use of trust assets. He has also successfully established and implemented family office structures for ultra-high-net-worth clients.
Experience
Served as vice president, senior wealth strategist, to one of the largest U.S. banking institutions where he developed comprehensive estate plans, as well as advanced wealth transfer strategies, charitable giving and business succession planning strategies for high-net-worth clients.
News & Insights
News
Publications
"Eckhardt's Workbook for Wisconsin Estate Planners," Seventh Edition, 2019, State Bar of Wisconsin
Speaking Engagements
Recognitions
Recognitions
Recognized on the Best Lawyers in America® "Ones to Watch" list, 2027
Professional & Civic Activities
Professional & Civic Activities
Minnesota State Bar Association
Wisconsin State Bar Association
Practices & Industries
Admissions
- Minnesota
- Wisconsin
Education
University of Iowa College of Law, J.D., with distinction, 2018
- The Journal of Gender, Race and Justice, Contributor
University of Wisconsin-Madison, B.A., English, 2015
