Grimm, Steven E.

Lawyer Overview

Mr. Grimm's practice focuses primarily on business law, tax and estate planning.  He has extensive experience in entity formation, mergers and acquisitions, as well as drafting and negotiating LLC operating agreements, shareholder agreements and buy/sell agreements.  Steve's background as a CPA, coupled with his advanced law degree in taxation allow him to advise his clients on a wide variety of tax matters for both individuals and businesses, including tax planning, tax compliance matters, and IRS and state tax audits.  In addition, a significant portion of Steve's practice involves estate planning for individuals and business succession planning for closely held businesses.  Steve has received the following professional certifications:  Certified Public Accountant (CPA), Certified Management Accountant (CMA), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC).

Mr. Grimm currently serves as chair of the firm's Estate Planning & Probate Law Practice Group.

West Practice Categories

Pensions, Benefits & Compensations -- Employee, Formation & Business Planning, Business & Commercial Law, Trusts, Estate Planning, Transactions, Mergers, Acquisitions & Divestitures, Taxation Law

Bar Admissions

• Wisconsin, 1997
• U.S. Tax Court, 1997
• U.S. District Court Western District of Wisconsin, 1997

Professional Associations and Memberships

• State Bar of Wisconsin; Taxation Section Board of Directors, 2010-; Continuing Legal Education Committee, 2010-
• Madison Estate Council

Education

• Northwestern University School of Law, Chicago, Illinois, 2003
  L.L.M., Taxation, with honors
• University of Wisconsin Law School, Madison, Wisconsin, 1997
  J.D., cum laude
• University of Wisconsin - LaCrosse, 1990
  B.S., Accounting, with highest honors

Published Works

• Eckhardt's Workbook for Wisconsin Estate Planners, Contributing Author
• Death in Wisconsin: A Legal Practitioner's Guide to Postmortem Administration, Contributing Author
• Give Yourself a 5-Step Legal Checkup, Dane County Lifestyles, June 2010
• Law Changes Benefit Retirees, Dane County Lifestyles, March 2009
• Prepare Now for Estate Tax Changes That Will Take Effect in '09, Capital Region Business Journal, November, 2008

Address

33 East Main Street
Suite 500
Madison, WI 53703

Phones

(608) 268-5562

Faxes

(608) 257-2508

Emails

Contact Us

Websites

http://www.murphydesmond.com