Estate Planning
Probate Administration
Trust Administration
Special Needs Trust Planning
Guardianship
Elder Law & Asset Protection
Tax Planning & Preparation
Closely-Held Business Services
Transactional Real Estate
Fiduciary Litigation

Our Practice Areas

Related Attorneys

Walter Brummund

Milwaukee Business Planning & Succession Attorneys

Closely held businesses face unique legal challenges at every stage, from formation to long-term transition planning. At MWC Legal Group, we work closely with business owners throughout the Milwaukee area to provide practical legal guidance that supports growth, protects what you have built, and plans for the future.


Some clients rely on MWC Legal Group as a trusted resource for broader financial oversight. In appropriate situations, we provide attorney-supported bill paying and financial management services, including:

  • Managing financial accounts
  • Coordinating with financial advisors and accountants
  • Receiving and paying bills on a client’s behalf

These services are often valuable when legal oversight and accountability are essential.

Bill Paying & Financial Management Services

Choosing the right business structure and putting the proper legal framework in place is essential to long-term success. Our attorneys help Milwaukee business owners make informed decisions from the start, including:
  • Entity selection and business formation
  • Drafting operating agreements, bylaws, and foundational documents
  • Business registration and regulatory compliance
  • Ongoing strategic planning for closely held businesses

We take the time to understand your goals so your business is structured in a way that supports both daily operations and future plans.

Business Formation & Planning

Running a business often requires regular legal review and documentation. Our team assists closely held businesses with the preparation, review, and maintenance of key operational documents, including:
  • Contracts for the purchase or sale of goods and services
  • Employment and independent contractor agreements
  • Non-compete and restrictive covenant agreements
  • Corporate records, minutes, and record books
  • Commercial real estate and lease agreements
  • Stock redemption and ownership agreements

Our goal is to help you reduce risk, maintain compliance, and operate with confidence.

Business Operations & Contracts

Stephen A. Lasky

Business Succession Planning

A thoughtful succession plan helps ensure your business can transition smoothly when ownership or management changes. Business succession planning, like estate planning, is highly individualized and depends on your goals, business structure, and family or ownership dynamics.

We work with Milwaukee business owners to develop succession strategies that may include:
  • Buy-sell agreements
  • Ownership transition planning
  • Coordination with estate and tax planning goals

Our approach focuses on protecting the continuity and value of your business while aligning with your long-term objectives.

Begin with a Thoughtful Conversation

Schedule A Consultation

Running a closely held business requires thoughtful planning at every stage. Whether you are forming a new company, managing ongoing operations, or planning for the future, our Milwaukee business attorneys are here to help.

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