Milwaukee Estate Planning Attorney David Watson

Milwaukee estate planning attorney David Watson

David Watson

David Watson dedicates his practice to preserving and protecting the assets of his clients via strategic estate planning. At Marquette University Law School, where David graduated cum laude, he concentrated his education in estate planning and real estate while working regularly with professors in the field. Before practicing estate law, Watson worked for several major health insurance companies managing healthcare provider contracts, quality control issues, vendor management, workers’ compensation, labor and employment issues, and more. David also holds a Bachelor’s of Business in Finance from the University of Wisconsin-Milwaukee.

After over a decade working for large insurance companies, I wanted to venture out and create a law firm both located and serving the north shore community I live in. I absolutely love connecting with members of the community and forging ongoing relationships. The biggest inspiration in my job is being able to give an individual or couple peace of mind knowing that their wishes for family, friends, and business will be carried out as desired.

My firm is dedicated to preserving and protecting the assets of its clients. Specifically, it provides legal services with a specific emphasis on estate planning, probate, and residential real estate. I have first-hand experience in faulty planning and know the importance of proper documentation and execution. Years ago, my mother’s will directed that her residence and several of her non-probate assets including life insurance, 401K, and bank accounts, be divided amongst her three sons. However, the residence was held in a joint tenancy with another person and the non-probate assets listed someone else as the sole beneficiary. Due to the lack of professional guidance, my mother erroneously thought the will alone would be the deciding document expressing her final wishes. Sadly, the simple error of neglecting to change beneficiary designations lead to her wishes going unrealized. This experience is what inspired me to help my clients with proper planning to ensure that their current desires and end of life wishes are properly executed.

 

Community Involvement

Generous with his time, David serves as an Ambassador for the Mequon-Thiensville Chamber of Commerce where he welcomes and mentors new members, attends local public events, and helps promote the benefits of membership.

David is also a frequent lecturer at the North Shore School for Seniors teaching the fundamentals of estate planning. Passionate about his call to help all plan for the future and build a legacy, David shares the purpose of estate planning in a supportive atmosphere to help ease the burden of financial planning, healthcare decisions, and more.

A Marquette University alum, David is also proud to have served as co-chair for the Marquette University College of Nursing Committee and the NightinGala Benefit Auction. The event benefits the College of Nursing’s clinical outreach efforts offering much-needed access to healthcare for Milwaukee’s most vulnerable communities.

 

Bar Admissions:

  • Wisconsin
  • U.S. District Court Eastern District of Wisconsin
  • U.S. District Court Western District of Wisconsin

 

Education:

  • Marquette University Law School, Juris Doctor, Cum Laude
  • University of Wisconsin-Milwaukee, BBA-Finance

 

Memberships:

  • Milwaukee Bar Association
  • American Bar Association, Section of Real Property, Trust and Estate Law
  • President’s Society-Marquette University
  • Marquette Leadership Council

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Awards:

  • 2018 Marquette College of Nursing Friends of the College

Testimonials

"Through a mutual friend, I was introduced to David Watson and he has been a lifesaver for me. He took knowledgeable control of my situation and, in all honesty, saved me from despair. I know going forward, should I have questions or need advice and assistance, it is David I will contact."

JoAnne – Mequon

"I’ve had the pleasure of working with David for some time now, and I’ve had nothing but positive experiences whenever I’ve had a client in need. The feedback that I have received for recommending David has been absolutely phenomenal, and I would strongly advocate anyone to sit down and chat with him!"

Kenny – Grafton

"We were extremely pleased with the estate planning David Watson did for us. He handled all aspects in a straightforward, understandable way, and clearly outlined our options so that we could make appropriate decisions. His expertise in estate planning, and pleasant demeanor were greatly appreciated!"

Kevin & Patti – Milwaukee

"My experience with Attorney Watson was beyond exceptional. I hired him to help me with a marital agreement. He helped me understand them and explained each section in full detail. They were no longer scary, but an agreement that was understandable. I would recommend Attorney Watson for any legal needs….he is the best!"

Shannon – Brookfield

"Attorney Watson turned a fairly complicated estate plan into a set of succinct, easy to understand legal documents."

William – Wauwatosa

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