Overview
Charlie handles estate planning for individuals, including the preparation of wills, trusts, marital property agreements and powers of attorney; the implementation of gifting strategies; trust and will administration; and the preparation of gift and estate tax returns. His clients include individuals and small family-owned businesses regarding real estate transactions and general business matters.
His 35+ years of experience, and licenses in both Wisconsin and Florida, allows him to advise on a wide array of estate planning matters including trust, estate and real estate matters that occur in both states.
Experience
Membership & Involvement
- Herbert Mueller Society Member: Greater Milwaukee Foundation
- Scholarship Committee Member: American Hellenic Educational Progressive Association-Milwaukee
- Past President: Waukesha Estate Planning Council
- Past Board of Directors: Association for the Rights of Citizens with handicaps (ARCh)
- Past President, Current Member: Peace Lutheran Church New Berlin
- Member: The Florida Bar; State Bar of Wisconsin; Waukesha Estate Planning Council; Waukesha County Bar Association; Milwaukee Estate Planning Forum
Honors
- Selected to The Best Lawyers in America® in Trusts and Estates: 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
- Selected to The Best Lawyers in America® in Nonprofit/Charities Law: 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
- Selected to Best Lawyers® in Nonprofit/Charities "Lawyer of the Year" in Milwaukee: 2020
- Selected to the Wisconsin Super Lawyers list: 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
Resources & Insights
Firm News
- 108 Amundsen Davis Attorneys Recognized by Best Lawyers® in 2025 in America108 Amundsen Davis Attorneys Recognized by Best Lawyers® in 2025 in America
We are proud to congratulate 108 of our attorneys on being recognized by Best Lawyers® in 2025 in America.
- Amundsen Davis Attorneys Included in 2023 Wisconsin Super Lawyers and Rising Stars Lists!Amundsen Davis Attorneys Included in 2023 Wisconsin Super Lawyers and Rising Stars Lists!
We are pleased to announce the inclusion of 10 attorneys on the 2023 Wisconsin Super Lawyers® list and 6 attorneys on the 2023 Wisconsin Rising StarsSM list.
- 88 Amundsen Davis Attorneys Recognized by Best Lawyers® in 2024 in America88 Amundsen Davis Attorneys Recognized by Best Lawyers® in 2024 in America
We are extremely excited to congratulate 88 of our attorneys on being recognized by Best Lawyers® in 2024 in America.
Education
Marquette University Law School, J.D., cum laude
University of Wisconsin - Milwaukee, B.B.A., magna cum laude
Admissions
- Wisconsin
- Florida