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Bob Alexander
Attorney Robert G. Alexander, JD, LL.M., AEP, EPLS, is the President and majority shareholder of Alexander & Klemmer, S.C., located in Milwaukee, Wisconsin. Mr. Alexander entered into private practice in 1978 and concentrates his practice in the areas of wealth transfer, asset protection and family business planning, including discretionary dynasty trusts, asset protection trusts, life insurance planning, federal estate and gift taxation; trust and estate administration; fiduciary income taxation; charitable planning; business organization and succession planning and international tax planning. He has earned professional designations as a Board Certified Estate Planning Law Specialist (EPLS) as accredited by the American Bar Association, and as an Accredited Estate Planner (AEP) by the National Association of Estate Planners & Councils (NAEPC). He is AV rated by Martindale-Hubbell, its highest rating in legal ability and ethical standards, a Wisconsin Super-Lawyer and a Milwaukee Five Star Wealth Manager.Mr. Alexander currently holds the office of secretary for the National Association of Estate Planners & Councils and serves on the board of directors of the Estate Planning Law Specialist Board, (EPLS), Inc. (2003 to the present). He is the chairperson of the NAEPC Foundation Committee, serves on the NAEPC Committee administering the Accredited Estate Planner (AEP) designation, and the Conference Committee. He is an NAEPC delegate to the Synergy Summit, a leading national estate, tax, and financial think tank, where he also served as the chairperson, served on the editorial advising board of Wealth Management Magazine (2007-2009); and is on the professional advisors panel for The Elite Advisor Forum. Mr. Alexander served for two years as the original Publishing Editor of the NAEPC’s academic journal, The NAEPC Journal of Estate and Tax Planning; and for three years on the board of directors of the Milwaukee Estate Planning Council. Currently he serves on the board of directors for the Milwaukee Chapter of the Society of Financial Service Professionals (SFSP).He is a nationally known author and speaker who lectures and teaches extensively for both public and private organizations, including the National Association of Estate Planners & Councils (NAEPC), national continuing legal education providers, the Wisconsin Institute of CPA’s, major insurance companies, brokerage firms, banks, trust companies, community foundations, charitable organizations, and various local colleges.Mr. Alexander is a member of the American Bar Association sections on Real Property, Probate and Trust Law and Taxation; the State Bar of Wisconsin; the National Association of Estate Planners & Councils; the Milwaukee and Waukesha Estate Planning Councils; the Society of Financial Service Professionals (SFSP) and the Society of Trust and Estate Practitioners (STEP). Mr. Alexander is admitted to practice in Wisconsin, the U.S. District for the Eastern and Western Districts of Wisconsin, the Seventh Circuit Court of Appeals, and the U.S. Tax Court.He earned a B.A. in English from the University of Wisconsin-Madison, J.D. from the University of Wisconsin-Madison Law School, and an LL.M. in Taxation from DePaul University.Phone: (414) 476-5020