Allan T. Young

Shareholder

Attorney and CPA Allan (Al) T. Young advises business owners and other individuals on estate planning, estate and trust administration, taxation and business matters.

Al keeps a practical focus on developing and implementing clients’ estate plans to achieve the clients’ goals while minimizing income and estate taxes and the cost of administration. Among Al’s techniques are timely succession planning, estate freezes, creative trust use, charitable transfers, targeted lifetime gifting, proper beneficiary designations and asset titling. As a corollary to his estate planning services, Al represents personal representatives and trustees administering decedents’ assets, including through the use of available tax elections and disclaimers.

Al also has a substantial federal and state tax practice for individuals and businesses. In addition to successful tax minimization planning and preparing tax returns, Al has successfully represented dozens of clients in federal and state tax audits.

Business

Commercial

Estate Planning

Taxation

Beta Gamma Sigma Business Honor Society member

Beta Alpha Psi Accounting Society member

Wisconsin Bar Association Taxation Section Past- Chair and Board member

WICPA State Taxation Committee member

Milwaukee Bar Association Taxation Section member and Past-Chair

Waukesha County Estate Planning Council member

Greater Milwaukee Foundation’s Herbert J. Mueller Society member

Admitted, Wisconsin Supreme Court and all lower state courts

Admitted, United States Tax Court

Admitted, United States District Courts for the Eastern and Western Districts of Wisconsin

Admitted, United States Court of Claims

J.D., Marquette University Law School

B.S., Marquette University

A Milwaukee native, Al and his wife have lived in New Berlin for over 25 years. They have two children. Al is an avid golfer and a frequent champion of the Fox Open (the firm’s annual golf tournament). He is also a baseball fan, attending games in many major league cities, and remains active in his church.