Five Star award winners Terry L. Campbell & Stephen A. Lasky

PROFESSIONAL ACCOMPLISHMENTS

ATTORENY TERRY L. CAMPBELL - HONORS AND AWARDS

Five Star Investment Professional award winner, ten year winner
Milwaukee Bar Association, Member
Greater Milwaukee Foundation Advisor of the Year - 2019
National Academy of Elder Law Attorneys (NAELA), Member
Wisconsin Chapter, National Academy of Elder Law Attorneys, Member
Wisconsin State Bar Special Needs and Elder Law Section 2018-2019, Chair
Milwaukee Estate Planning Council, Member
Herbert J. Mueller Society, 2009-present, Member

ATTORNEY STEPHEN A. LASKY - HONORS AND AWARDS

Five Star Investment Professional award winner, nine year winner
American Bar Association, Member
Wisconsin Bar Association, Member
Milwaukee Bar Association, Member
National Academy of Elder Law Attorneys (NAELA), Member
Wisconsin Chapter, National Academy of Elder Law Attorneys, Member
Super Lawyers – Wisconsin Rising Star, multiple year recipient

At Moertl, Wilkins & Campbell, S.C., a small firm practice is our choice. We thrive on our personal connection with clients. Founded in 1949, our firm has been providing personalized, high quality, and cost-effective services for individuals and businesses for more than 70 years.

Our firm focuses its efforts on lifetime and estate planning, which includes wills and trusts, powers of attorney, charitable planning, special needs trusts, tax planning and preparation, probate and trust administration, guardianships, real estate, and Title 19 and Medicaid planning. Our business representation includes preparing buy-sell agreements, contracts and leases and counseling clients in forming corporations and limited liability companies.

Contact us today for a consultation and evaluation with an experienced Wisconsin estate planning lawyer.

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The investment professional award goes to estate planning attorneys, insurance agents and select others in the financial industry. Eligibility Criteria – Required: 1. Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients. Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria).9. Education and professional designations/ industry and board certifications. 10. Pro Bono and community service work. This year, we honored 21 Milwaukee-area investment professionals with the Five Star Investment Professional award.