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

PROFESSIONAL PROFILE

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Terry L. Campbell & Stephen A. Lasky

Attorneys-at-Law

Moertl, Wilkins & Campbell, S.C.

330 East Kilbourn Avenue, Suite 1017

Milwaukee, Wisconsin 53202

Office: 414-276-4366

www.lawmwc.com

Personalized attention, Focused knowledge, Effective results

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.

Terry L. Campbell

Managing Shareholder

Phone: 414-276-4366

Terry L. Campbell is the managing shareholder at Moertl, Wilkins & Campbell, S.C. and has counseled clients on a wide range of lifetime and estate planning and business planning issues for more than 38 years.

Terry is a frequent speaker on lifetime and estate planning issues and has been a featured lecturer at estate and elder law programs held at local colleges, hospitals and retirement homes. He is a member of the Milwaukee County Bar Association, the Wisconsin Bar Association, and the National Academy of Elder Law Attorneys (NAELA). He is also a member of the Board of Directors of the Special Needs and Elder Law Section of the Wisconsin State Bar Association, and was Chair in 2018 and 2019. He is a member of the Herbert J. Mueller Society, an organization that recognizes advisors who have worked with the Greater Milwaukee Foundation for their charitably-minded clients. He was named the 2019 Greater Milwaukee Foundation Advisor of the Year. He has served as past chairman of the Milwaukee County Bar Association Lawyer Referral Service Committee.

Stephen A. Lasky

Partner

Phone: 414-276-4366

Stephen is a partner with Moertl, Wilkins & Campbell, S.C., and joined the firm in 2008.

Stephen has served as the co-chair of the Elder Law Section of the Milwaukee Bar Association, a member of the Board of Zoning Appeals for the City of Franklin and as a member of the Wisconsin State Bar’s Solo and Small Firm Practice Committee. Stephen is also frequently a featured speaker at programs and events sponsored by the Milwaukee Bar Association, National Business Institute, and other professional associations and community organizations.

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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.