Milwaukee Office
Tel: (414) 277-3041
Fax: (414) 978-8632

Amalia L. Todryk

Partner

Amalia Todryk's practice focuses on estate planning and wealth preservation strategies for individuals, small business owners, and professionals. Her experience includes

  • Creating tax efficient general estate plans and preparing wills, trusts, marital agreements and powers of attorney to carry them out.
  • Implementing sophisticated gift, estate and generation-skipping transfer tax planning techniques to minimize the impact of taxes on transfers of wealth from generation to generation.
  • Counseling owners of family and closely held businesses on succession planning and ownership structures designed to facilitate gift and estate planning transfers.
  • Administering estates and trusts and advising personal representatives and trustees on fiduciary duties and income tax and accounting matters.
  • Preparing and defending on audit federal and state estate tax, gift tax and fiduciary income tax returns.
  • Assisting with charitable estate planning techniques.

Legal Services

  • Estate, Trust & Wealth Preservation

Education and Honors

  • Marquette University Law School (J.D., 2003)
  • CALI Excellence for the Future Award
  • Federal Taxation of Corporations & Shareholders
  • St. Thomas More Scholarship Awarded for all three years
  • University of Michigan (B.A., 2000)
  • Member of the Varsity Women's Cross Country and Track teams
  • Big Ten Academic All American (1996–1997)

Bar Admissions

  • Wisconsin

Professional and Civic Activities

  • Milwaukee Bar Association, Trusts & Estate Section (Vice Chair, September 2015 - June 2016)
  • Milwaukee Bar Association, Trusts & Estate Section (Program Chair, September 2014 - June 2015)
  • Milwaukee Bar Association, Trusts & Estate Section (Chair, September 2013 - June 2014)
  • United Way Planned Giving Advisory Committee (Member)
  • American Bar Association (Member)
  • Wisconsin Bar Association (Member)
  • Milwaukee Estate Planning Forum, Ltd. (Member)
  • Professional Dimensions (Member)
  • Wisconsin Humane Society (Board of Directors)
  • Junior League of Milwaukee (Member)
  • The Service Club of Milwaukee (Member)

Professional Recognition

  • Named Best Lawyers® 2018 Milwaukee Closely Held Companies and Family Businesses Law "Lawyer of the Year"
  • Selected for inclusion in Best Lawyers® 2016-present (Closely Held Companies and Family Businesses Law, Tax Law, and Trusts and Estates)
  • Selected as a Rad Milwaukee Woman by the Women’s Fund of Greater Milwaukee (2016)
  • Selected for inclusion in Wisconsin Super Lawyers®–Rising Stars Editions 2010–2011 (Estate Planning & Probate)
  • Selected as 1 of 26 "Up and Coming Lawyers" in Wisconsin by the Wisconsin Law Journal (2010)

Publications and Presentations

05/12/15
"Bequests under Wills, Gifts under Revocable Living Trusts and Beneficiary Designations for Life Insurance Policies"
Planned Giving Council of Eastern Wisconsin

03/04/14
“The Effect of Portability and a $5,000,000 Estate Tax Exemption on Estate Planning Document Drafting”
Mid-Winter Estate Planning Clinic

11/08/13
“Estate Planning for QSSTs and ESBTs”
Marquette Law School's Estate Planning CLE

11/05/13
“Estate Planning for QSSTs and ESBTs”
Milwaukee Bar Association

10/01/13
“Deathbed Planning: What You Can Do This Side of Paradise”
Wisconsin Lawyer

09/04/13
"Estate Planning for QSSTs and ESBTs"
Milwaukee Estate Planning Forum

02/29/12
"Modern Families, Modern Investing"
Northern Trust Event (estate planning for LGBT individuals and non-traditional families)

12/21/10
Looking Ahead: The Impact of the New Tax Laws on Estate Planning
Trusts & Estates Law Alert

11/10/10
Estate and Gift Tax Planning Ideas to Consider Before the End of 2010
Trusts & Estates Law Alert

10/01/10
"Beware the Foreign Trust Tax Trap"
Probate & Property

03/31/09
"Planning for the Payment of Estate Taxes for Illiquid Estates Owning Real Estate-The Code § 6166 Deferral"
Probate & Property