David L. Kinnamon, Retired Partner

Biography

David Kinnamon practiced in the areas of estate planning, trusts and estates, and tax-exempt organizations. He has extensive experience representing individuals in developing tax-efficient plans for disposition of their estates, administering those plans and representing nonprofit organizations seeking to obtain (or retain) exemption from federal income tax. Mr. Kinnamon's experience includes:

  • Handled a variety of formal and informal estate and trust administrative matters for clients in the local courts.

  • Represented estates, trusts, nonprofit organizations and individuals before the Internal Revenue Service and Wisconsin Department of Revenue.
  • Represented nonprofit organizations in litigation of property tax exemption disputes with municipalities.

Education and Honors

  • University of Wisconsin Law School (J.D., 1966)
    • Order of the Coif. Phi Alpha Delta.
  • University of Wisconsin (B.A., 1963)
    • Phi Beta Kappa.

Bar Admissions

  • Wisconsin

Court Admissions

  • U.S. District Court, Eastern District of Wisconsin, 1966
  • U.S. District Court, Western District of Wisconsin, 1966

Professional and Civic Activities

  • Milwaukee Bar Association (Member)
  • American Bar Association (Member)
  • State Bar of Wisconsin (Member)
  • American College of Trust and Estate Counsel (Member)
  • Estate Counselor's Forum (President and Director)
  • Wisconsin Association of Homes and Services for the Aging (Member)
  • American Association of Homes and Services for the Aging (Member)
  • Will Ross Memorial Foundation (Secretary & Director)
  • Ice Age Trail Alliance (President, Secretary & Director)
  • The Nature Conservancy (Trustee, Wisconsin Chapter)
  • Riveredge Nature Center (President & Director)
  • The Park People of Milwaukee County (Secretary & Director)

Professional Recognition

  • Listed in The Best Lawyers in America® (1987-2009: Non-Profit/Charities Law, Trusts and Estates)
  • Selected for inclusion in the 2005-2007 Wisconsin Super Lawyers® lists (Estate Planning & Probate)
  • Martindale-Hubbell AV® Peer Review Rated

Languages

  • German

Selected Presentations/Publications

  • Co-author, "Marital Property Law in Wisconsin," ATS-CLE, 1986, 2004, and 2010
  • "Private Foundations vs. Public Charities: What's In a Name?," Donors Forum of Wisconsin Conference, April 14, 2000
  • "The Expanding World of Non-probate Transfers: 'Washington Wills' and Other Transfers at Death; Old Issues and New Developments," State Bar of Wisconsin 2000 Midwinter Convention and Annual Judicial Conference, January 27, 2000
  • "Municipal Service Fees on Tax-Exempt Entities," 11 HFMA News and Profiles 4, December 1990 - January 1991