Estate Planning
Attorney Holtz combines his CPA and tax background with a common-sense approach to carrying out clients’ wishes.
Talk through this areaA working session with Mequon Law Offices
Put the decision on the table.
Our approach is a team approach between attorney and client. You understand the alternatives, participate in legal decisions, and make practical choices with straightforward advice.
THE WORKING SHEET / SELECT A PRACTICE
Tap a practice card to place it on the sheet.Illustrative pathway. Legal advice depends on your facts.
The practice archive
Four places to start.
The first conversation can be about a document, a property, an injury, or a business decision. Start with the part that is in front of you.
Real Estate
Purchases, sales, Offers to Purchase, closing documents, leases, and other real estate matters.
Talk through this area
Personal Injury/Litigation
A litigation background supports serious negotiation when an insurance company offers too little.
Talk through this area
Business Law
CPA experience and more than 33 years representing business clients inform the work.
Talk through this areaHow we work
Good advice leaves room for your decision.
Legal work is not a handoff. It is a shared working session where the choices are explained in practical terms.
01
Understand the alternatives.
We thoroughly explain the legal alternatives in front of you.
02
Participate in legal decisions.
You stay involved in the choices that shape your matter.
03
Receive straightforward advice.
Our advice is honest, practical, and based on your facts.
Attorney profile
Robert Holtz, CPA
Attorney Holtz graduated from the University of Wisconsin Law School in 1985. He graduated with Distinction from the University of Wisconsin-Madison Business School and has helped southeastern Wisconsin clients for over 33 years.
He has served as President of the Mequon-Thiensville Chamber of Commerce and the Thiensville-Mequon Rotary Club.
CPATax background
1985UW Law School
33+ yearsBusiness clients
A case example from the existing site
$3.5M
When the facts needed a full hearing.
Attorney Holtz helped a church obtain coverage after extensive discovery that saved the church nearly $500,000. A Waukesha County jury later awarded $3.5 million in punitive damages.
This is a case example from the existing site, not a promise or typical result.
Where we work
Serving residents and businesses of Mequon, Milwaukee, Brookfield, Cedarburg, Grafton, Brown Deer, Fox Point, Glendale, River Hills, Port Washington, Waukesha, Germantown, West Bend, Menomonee Falls, Sheboygan, and surrounding communities.
Contact
Bring the question. We’ll put the choices on the table.
If you would like more information about Mequon Law Offices, use the contact form or reach the office directly.
- rholtz@mequonlaw.com
- Phone
- (262)241-1616
- Fax
- (262)241-8760
- Address
- 1001 W. Glen Oaks Lane
Suite 210
Mequon, WI 53092 - View profile