25 W. Main Street, Suite 300
Madison, WI 53703
(608) 257-2281
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BSch-6163_600
 
E-mail: rschwab@stroudlaw.com
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Legal Assistant: Phyllis Kaski
pkaski@stroudlaw.com

Robert J. Schwab

Member

“I became a lawyer because I like the logic of law.  Even in a world where it sometimes seems that reason has left the law, I still like to search out the logic and find meaning in the chaos.”

Bob works with clients to prepare all types of estate plans from simple wills to complex trusts.  Bob helps his clients navigate the often complex laws regarding marital property, estate and income taxes, asset valuation, and property transfers.  Bob focuses on creating comprehensive estate plans that not only provide for the future transfer of clients’ assets, but also help clients find long-term solutions to effectively arrange their financial affairs during their lifetimes to minimize tax consequences.  As part of his work, Bob often helps clients who own closely-held businesses plan for the future transfer of business ownership and management to the next generation of business leaders.  Bob also relies on his extensive tax knowledge to assist clients with the probate process and with trust administration matters.

Bob was born and raised in Wisconsin, leaving only to attend the University of Denver, where he received his undergraduate business degree magna cum laude.  Bob worked for a public accounting firm in Madison for several years before he attended law school at the University of Wisconsin, where he obtained his law degree.  Bob joined the firm after graduation and continues to use his business knowledge and taxation expertise to counsel and guide clients through the sometimes complex aspects of taxation that impact estate planning, probate, trust administration, and business succession planning.

Practice Experience

  • Handled the probate of an estate with combined assets in excess of $16 million, including multiple closely-held family businesses; gathered and valued estate assets; worked with the surviving spouse to fund the credit shelter trust using marital exchanges most advantageous for ongoing family estate planning and minimizing federal estate and income taxes for the estate and the surviving family.
  • Prepared comprehensive estate plans for owners of closely-held business valued at over $11 million, and, after death of one owner, assisted surviving family with probate of estate estimated at more than $6 million; negotiated with appraisers to obtain most advantageous values for estate assets, including company stock and real estate; devised tax-efficient method to transfer estate assets to owner’s heirs, while assisting them in setting up their own estate plans and arranging their financial affairs to secure ongoing tax benefits.

Practice Focus

  • Estate Planning
  • Probate and Trust Administration
  • Taxation
  • Business Organization and Succession Planning 

Professional Achievements, Honors, and Awards

  • AV® Preeminent™ Rated by Martindale-Hubbell® Peer Review Ratings
  • Listed in The Best Lawyers in America® in Tax Law and Trusts & Estates (2012-2017)
  • Selected as a Wisconsin Super Lawyer in Estate Planning and Probate (2009-2015)
  • Named a “Top Lawyer” by Madison Magazine in Employee Benefits, Trusts and Estate Planning, and Tax Law

Education

  • University of Wisconsin Law School, J.D., cum laude, 1978
  • University of Denver, B.S., B.A., magna cum laude, 1970
  • Certified Public Accountant, Wisconsin, 1976

Admissions

  • Wisconsin, 1979

Hobbies and Interests

In his free time, Bob likes to spend time with his wife, two daughters, and two energetic and beautiful granddaughters.

Interesting Fact

Bob originally studied business and went into accounting for practical, economic reasons, but he always wanted to become a lawyer.  Now Bob applies his extensive tax expertise to assist clients in navigating the complex tax considerations which affect estate planning and succession planning for closely-held businesses.