Amalia L. Todryk, Partner

Biography

Amalia Todryk is Chair of the firm's Estate, Trust & Wealth Preservation Groups in Milwaukee and Madison. Amalia's clients consist of owners and operators of closely held businesses/family businesses, wealthy families, executives of large companies and professionals. Amalia's practice focuses on estate planning, counseling owners of family and closely held businesses on succession planning, leveraged gift techniques, probate, estate and trust administration, retirement planning, and preparing various types of federal and state tax returns.

Clients appreciate her practical approach to legal matters, her ability to explain complex legal topics in a clear and concise manner, and her responsiveness. Amalia views her role as that of a trusted advisor to her clients and their families.

Representative Matters

  • Creating tax efficient estate plans and preparing wills, trusts, marital agreements, and powers of attorney to carry them out
  • Counseling owners of family and closely held businesses on succession planning and ownership structures designed to facilitate gift and estate planning transfers
  • Implementing sophisticated gift, estate, and generation-skipping transfer tax planning techniques to minimize the impact of taxes on transfers of wealth from generation to generation
  • Administering estates and trusts, and advising personal representatives and trustees on fiduciary duties and income tax and accounting matters
  • Preparing and defending on audit federal and state estate tax, gift tax, and fiduciary income tax returns
  • Assisting with charitable estate planning techniques

Legal Services

Education and Honors

  • Marquette University Law School (J.D., 2003)
    • CALI Excellence for the Future Award
    • Federal Taxation of Corporations & Shareholders
    • St. Thomas More Scholarship Awarded for all three years
  • University of Michigan (B.A., 2000)
    • Member of the Varsity Women's Cross Country and Track teams
    • Big Ten Academic All American (1996–1997)

Bar Admissions

  • Wisconsin

Professional and Civic Activities

  • Milwaukee Bar Association, Trusts & Estate Section (Vice Chair, September 2015 - June 2016)
  • Milwaukee Bar Association, Trusts & Estate Section (Program Chair, September 2014 - June 2015)
  • Milwaukee Bar Association, Trusts & Estate Section (Chair, September 2013 -
    June 2014)
  • American Bar Association (Member)
  • Wisconsin Bar Association (Member)
  • Milwaukee Estate Planning Forum, Ltd. (Member)
  • Professional Dimensions (Member)
  • Junior League of Milwaukee (Member)
  • The Service Club of Milwaukee (Member)
  • Wisconsin Humane Society (Former Board of Directors)
  • United Way Planned Giving Advisory Committee (Former Member)

Professional Recognition

  • Named Best Lawyers® 2018 Milwaukee Closely Held Companies and Family Businesses Law "Lawyer of the Year"
  • Selected for inclusion in Best Lawyers® 2016-present (Closely Held Companies and Family Businesses Law, Tax Law, and Trusts and Estates)
  • Selected as a Rad Milwaukee Woman by the Women’s Fund of Greater Milwaukee (2016)
  • Selected for inclusion in Wisconsin Super Lawyers®–Rising Stars Editions 2010–2011 (Estate Planning & Probate)
  • Selected as 1 of 26 "Up and Coming Lawyers" in Wisconsin by the Wisconsin Law Journal (2010)