Maureen L. O'Leary (GUTH)
Attorney at Law
Maureen L. O'Leary (Guth) is the President and owner of Willms-O'Leary, S.C.
Maureen practices primarily in the areas of estate planning, estate and trust administration, business succession planning, business transactions, real estate, accounting, and taxation. Maureen has significant experience with complex estate planning, business, trust, and estate issues, and she frequently represents business owners in corporate planning, sales and acquisitions, dispute resolution, succession planning and tax planning. Maureen also prepares estate, gift, and income tax returns, with a focus on fiduciary and business income tax returns.
Maureen received her Juris Doctor degree with honors from Marquette University Law School in 2008. Prior to law school, Maureen began her career in the business world, as a shareholder and Operations Manager of Swimtastic Corporation, where she helped turn one location into a national franchise.
Maureen is a member of the Ozaukee County Bar Association, Washington County Bar Association and the Milwaukee Bar Association. Maureen frequently gives trust, estate and business related presentations to professional groups such as the National Business Institute and the State Bar of Wisconsin. She is a Director of the State Bar of Wisconsin's Business Law Section (2019 - 2022 term), an active member of the Thiensville-Mequon Rotary Club and a member of the Mequon/Thiensville Chamber of Commerce Masterminds group.
Maureen is an officer and director of the Milwaukee Estate Planning Forum, a multi-disciplinary organization of estate planning professionals in the Greater Milwaukee area. The Milwaukee Estate Planning Forum is a member of the National Association of Estate Planners & Councils, a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards. Maureen is also on the Forum's speaker committee.
Maureen lives in Glendale with her husband, Jeremy, and her daughters, Jacqueline and Madeline. In her free time, Maureen volunteers as a Micro Preemie Parent Mentor with Graham's Foundation because her oldest daughter, Jacqueline, was born four months prematurely. Maureen also has a boxer dog named Zena and she is on the Board of Directors for the Green Acres Boxer Rescue of Wisconsin, which rescues boxer dogs throughout the State of Wisconsin.
"Tips for an Effective Business Succession Plan"
State Bar of Wisconsin Business Law Blog
August 19, 2020
Author of Wisconsin Exhibit to "Executing Estate Planning Documents During the Pandemic and the Slow Return to the “New Normal”" by Martin M. Shenkman, Esq., Jonathan Blattmachr, Esq., Andrew Wolfe, Esq., and Thomas A. Tietz, Esq
LISI Estate Planning Newsletter #2799 (June 11, 2020)
"SECURE Act: Ensuring Safety of Retirement Accounts"
Wisconsin Lawyer Magazine
"Estate Tax Returns for Nontaxable Estates After the Tax Cuts and Jobs Act of 2017"
Wisconsin Institute of CPAs' On Balance Magazine
"A Powerful Tool: Modification or Termination of a Noncharitable Irrevocable Trust by Consent Under Section 411(A) of the Uniform Trust Code"
The American College of Trust and Estate Counsel
ACTEC Law Journal, Volume 45, Number 1, Fall 2019
Maureen has been ranked 10 out of 10 by Avvo:
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