James F. Daly, Partner


With 40 years of experience as a trusts & estates attorney, James Daly has been serving a variety of clients for 30 years and longer — in a few cases, he has been a trusted advisor to three generations of family members, helping them transfer both business and private assets seamlessly, usually avoiding probate but generally eliminating delays of all kinds. His practice includes a special emphasis on estate planning for business owners, executives and professionals, marital property planning, gift planning, estate and trust administration, and taxation. Jim takes care of every detail involving the transfer of wealth from one party to another, in an atmosphere of respect and trust.

Jim values the close relationships that he has developed with his many clients. One advantage of such close interaction is that he can more clearly understand each client’s financial goals, better advise them on how to manage their assets, and offer advice that most advantageously affects their decisions about the disposition of their assets. His goal is structure an estate plan that is as simple and efficient as possible in accomplishing each client’s objectives.

Legal Services

Education and Honors

  • University of Wisconsin Law School (J.D., 1974)
    • Order of the Coif, Editor, Wisconsin Law Review, 1973-1974
  • University of Wisconsin (B.S., 1971)

Bar Admissions

  • Wisconsin

Court Admissions

  • U.S. Tax Court, 1978
  • U.S. District Court, Eastern District of Wisconsin, 1974

Professional and Civic Activities

  • State Bar of Wisconsin (Member, Real Property, Probate and Trust Law, Taxation, and Elder Law Sections)
  • American Bar Association (Member, Real Property, Probate and Trust Law, and Taxation Sections)
  • Milwaukee Bar Association (Member)
  • Milwaukee Kiwanis Club (Member, School Mentoring Committee)
  • Mitchell Integrated Arts School (4th-Grade Tutor)

Professional Recognition

  • Named a 2009 FIVE STAR: Best in Client Satisfaction Wealth ManagerSM (2011-2013)
  • Selected for inclusion in the 2005-2014 Wisconsin Super Lawyers® lists (Estate Planning & Probate)
  • Martindale-Hubbell AV® Peer Review Rated
  • Listed in The Best Lawyers in America® (2007-present: Trusts and Estates)