Burns Law Offices is a specialized legal practice focusing exclusively on estate, retirement, and business planning, offering clients the focused expertise of a boutique firm with the sophistication typically found in larger, more expensive practices. Led by Attorney Scott Burns, the firm stands out through its integration of legal and financial advisory credentials, including the Chartered Financial Analyst (CFA) and Certified Valuation Analyst (CVA) designations.
The firm adopts a highly specialized approach, concentrating solely on three core practice areas to deliver depth of knowledge and personalized service. It serves a diverse clientele ranging from newly married couples to high-net-worth individuals and business owners, emphasizing coordination between estate, retirement, and business succession strategies. Attorney Scott Burns has been consistently recognized as a Five Star Investment Professional since 2012, reflecting a strong commitment to client satisfaction and professional excellence.
Services Offered
- Estate Planning
- Retirement Planning
- Business Planning
- Business Succession Strategies
- Buy-Sell Agreement Implementation
- Estate and Retirement Taxation
- Planning for Closely Held Businesses
Located in Mequon, Wisconsin, the firm is easily accessible from Milwaukee and surrounding areas. Attorney Scott Burns holds multiple professional designations, including J.D., MBA, CFA, CVA, and CCM, ensuring a comprehensive, multidisciplinary approach to client needs in estate, retirement, and business law.
