Thomas Moniz Email & Phone Number

Shareholder in the Business Practice Group and the Chair of the firm’s Nonprofit and Tax Exemption Section. Assists clients on all aspects of business and estate planning, including:•Trust and estate planning•Executive consulting and high-net-worth planning•Trust and estate administration•Business formation and transactions•Business consulting and succession planning•Mergers and Acquisitions•Real estate •Benefit Corporations•Nonprofit and tax exemptionAs a legacy advisor, I use a personal, connected approach to work with clients and their families related to their unique business needs, personal needs and assets in conjunction with their estate plans. I especially enjoy working collaboratively and strategically with clients and their team of other trusted advisors – an approach that adds value now and for successive generations.Additionally, as the Chair of the Nonprofit and Tax Exemption section, I counsel clients on a variety of matters including nonprofit entity selection, Benefit Corporations, article and bylaw drafting, governance structure, and obtaining tax-exempt status as a 501(c)(3) or other Sec. 501 organizations.Current Board and Community Experience:•Oshkosh Area Community Foundation - Audit Committee•Winnebagoland Estate Planning Council - President•Ripon Main Street, Inc. - President•Ripon Education Foundation - Past President

Listed skills include Wills, Estate Planning, Corporate Law, Trusts, and 15 others.