Joseph (Joe) Higgins is a business lawyer and partner with 麻豆传媒 in its Estate Planning Practice.
Joe focuses his practice primarily on estate planning and administration, representing owners of closely held businesses, private equity fund principals, and other ultra-high net worth individuals and their families across the country in connection with tax-efficient wealth transfers, charitable giving, and business succession planning. Joe has extensive experience using sophisticated estate planning strategies and structures for these purposes.
Awards and Recognition
- Recognized, Forty Under Forty, Business Madison (2026)
- Recognized, Chambers High Net Worth Legal Guide, Private Wealth Law (Wisconsin) (2025)
Affiliations
- President, Madison Estate Planning Council
- Member, Wisconsin State Bar, Real Property, Probate, and Trust Law Section(RPPT)
- Member, Leadership Greater Madison
- Member, Madison Estate Planning Council
- Member, Wisconsin Association of Charitable Gift Planners
- Former member, The Young Professional Advisory Committee for The Chicago Community Trust
- Former member, New Practitioners Committee for Trusts & Estates Magazine
Presentations and Publications
- Author & Presenter 鈥45th Annual Estate Planning Update 2024: Recent Developments in Estate Planning,鈥 State Bar of Wisconsin PINNACLE
- Author & Presenter 鈥淓merging Trends: The Flexible Estate Plan,鈥 RBC Red Crown Lodge Planning Summit 2024
- Author & Presenter 鈥44th Annual Estate Planning Update 2023: Recent Developments in Estate Planning,鈥 State Bar of Wisconsin PINNACLE
- Author & Presenter 鈥43th Annual Estate Planning Update 2022: Recent Developments in Estate Planning,鈥 State Bar of Wisconsin PINNACLE
- Presenter, “Business Succession Planning and Philanthropy,” Wisconsin Association of Charitable Gift Planners (2022)
- Presenter, 鈥42nd Annual Estate Planning Update 2021: Recent Developments in Estate Planning,鈥 State Bar of Wisconsin PINNACLE
- Presenter, 鈥41st Annual Estate Planning Update 2020: Recent Developments in Estate Planning,鈥 State Bar of Wisconsin PINNACLE
- Presenter, “Tax Fundamentals for Estate Planning Attorneys, Course,” National Business Institute (2020)
- Presenter, “Step-Up Basis in Trusts, Estates & LLCs, Course,” National Business Institute (2020)
- Presenter, “Greater North Shore Estate and Financial Planning Council” (2018)
- Presenter, “Notre Dame Tax & Estate Planning Institute” (2017)
- Author, 鈥淏DIT 2701: Avoiding Section 2701 by Selling Carried Interest Directly to Beneficiary Defective Inheritor鈥檚 Trust,鈥 Estate Planning Magazine
- Author, 鈥淭ransfer Tax Playbook,鈥 Trusts & Estates Magazine
- Author, “Tricky GST Issues,” Bloomberg BNA
- Contributor, “Year in Review” and “E-Newsletter” Trust & Estates Magazine
- Contributor, “The Complete Estate Planning Sourcebook,” Wolters Kluwer
- Author, “Monthly Tax Law Update,” Hennepin County Bar Association