Background

David J. Carlson

  • * 1974, B.S. University of Wisconsin-Milwaukee
  • * 1979, J.D. Marquette University
  • * Former City of Muskego Police Officer (1974-1978)
  • * Martindale-Hubbell “AV” rating (highest rating available to practicing attorneys)
  • * Past-President of Waukesha County Bar Association Probate and Estate Planning Section
  • * Appointed by local courts to handle difficult or complex estate administrations
  • * Over 35 years of service to clients in Waukesha County and Southeastern Wisconsin
  • * Recipient of Milwaukee Magazine’s FIVE STAR Wealth Manager Award for 2010 – recognized by his peers as in the top five percent of estate planning attorneys in the region.

Sally Mohr Lunde

  • * 1980, B.S. and B.A. Carroll College, Waukesha, WI
  • * 1992, J.D. University of Wisconsin – Madison Law School
  • * Former Register in Probate, Probate Registrar and Court Commissioner for Waukesha County, WI (1993-2017)
  • * Recipient of the 2017 Lifetime Achievement Award from the Waukesha County Bar Association
  • * Recipient of a Commendation from the Supreme Court of WI for services rendered in the areas of probate, guardianship and model form creation
  • * Over 25 years of service to the citizens of Waukesha County and Southeast Wisconsin

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