Professional Experience
James Daly’s practice includes special emphasis on estate planning for business owners, executives and professionals, marital property planning, gift planning, estate and trust administration and taxation.
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,
1974
Court Admissions
U.S. Tax Court, 1978
U.S. District Court, Eastern District of Wisconsin, 1974
Professional Recognition
Named 2009 FIVE STAR: Best in Client Satisfaction Wealth Manager
SM.
Selected for inclusion in the 2005-2011
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).
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).
- Estate Counselors Forum (Member).
- Milwaukee Art Museum (Board Member, Friends of Art).