Terry L. Campbell, Managing Shareholder

Terry L. Campbell is the managing shareholder at Moertl, Wilkins & Campbell, S.C. and has counseled clients on a wide range of lifetime and estate planning and business planning issues for more than 38 years. Terry focuses his practice in the areas of lifetime and estate planning which includes wills, powers of attorney, trusts and estates, probate and tax planning and preparation. He also has extensive experience with elder law issues, including Title 19/MedicalAssistance planning. In the business areas, Terry has prepared shareholder agreements and contracts, counseled individuals in forming a business and represented individuals buying or selling a business.

Terry is a frequent speaker on lifetime and estate planning issues and has been a featured lecturer at estate and elder law programs held at local colleges, hospitals and retirement homes. He is a member of the Milwaukee County Bar Association, the Wisconsin Bar Association, and the National Academy of Elder Law Attorneys (NAELA). He is also a member of the Board of Directors of the Special Needs and Elder Law Section of the Wisconsin State Bar Association, and is the current Chair. He is a member of the Herbert J. Mueller Society, an organization that recognizes advisors who have worked with the Greater Milwaukee Foundation for their charitably-minded clients. He was named the 2019 Greater Milwaukee Foundation Advisor of the Year. He has served as past chairman of the Milwaukee County Bar Association Lawyer Referral Service Committee.

Terry received his undergraduate degree from Ohio State University and graduated from Marquette University Law School in May, 1979. Prior to entering private practice, he served as a Judicial Clerk for the Honorable Clair Voss, District 2, Wisconsin Court of Appeals.

Year Joined Organization:
- 1980
Areas of Practice:
- Estate Planning & Title 19
- Probate & Estate Administration
- Tax Planning & Preparation
- Business Organizations
- Business Succession
- Trusts
Bar Admissions:
- Wisconsin, 1979
- U.S. District Court Eastern District of Wisconsin, 1979
- U.S. District Court Western District of Wisconsin, 1979
Education:
- Marquette University Law School, Milwaukee, Wisconsin, 1979
  Juris Doctor
- Ohio State University, Columbus, Ohio, 1975
  Bachelor of Arts
  Honors: With Honors
  Major: Social Sciences
Published Works:
- “Living Trusts – Practical Considerations”, ABA, July, 1993
- “The IRA Maze – Finding a Way Out”, Wisconsin Lawyer, July, 2000
- Trusts as Beneficiaries of Retirement Plans, Wisconsin Law Journal, Sept, 2006
- Deficit Reduction Act of 2005 and Title 19/Medicaid, Wisconsin Law Journal, October, 2006
- Nonprobate Distribution of Assets, Wisconsin Law Journal, November, 2006
- Estate Planning Basics, Wisconsin Law Journal, December, 2006
- Alzheimers and Legal Issues, Alzheimer’s Association Newsletter, Spring, 2007
Classes/Seminars Taught:
- Build Your Practice: An Introduction to Elder Law, State Bar of Wisconsin, February, 2015
- Elder Law Series, Concordia College, 1992 – 1995
- Family Health Forums, Zablocki VA Medical Center, 1991 – 1992
- Lifetime and Estate Planning, Milwaukee Psychiatric Hospital, 1990
- Ozaukee County Senior Conference Featured Speaker, June 2008, 2009, and 2011
- Annual Spring Estate Planning Seminar, Children’s Hospital and Health System, 2010
Honors and Awards:
- Greater Milwaukee Foundation Advisor of the Year - 2019
- MS Walk Top 100 Fundraisers 2004 – 2019
- Certificate of Recognition, Milwaukee Bar Association, 1988 – 1989
- Foxington – Who’s Who, 2000
- Five Star Wealth Manager Award – Consecutive Nine Year Winner 2012-2020
Professional Associations and Memberships:
- Wisconsin State Bar Special Needs and Elder Law Section 2018-2019, Chair
- Adel B Korkor M.D. Foundation - a foundation making the world a better place for those suffering with mental illness, Board Member
- Business Network International, 1999, President
- Milwaukee Bar Association Lawyer Referral Committee, 1988 – 1989, Chairperson
- Wisconsin Chapter, National Academy of Elder Law Attorneys, Member
- National Academy of Elder Law Attorneys (NAELA), Member
- Milwaukee Estate Planning Council, Member
- Herbert J. Mueller Society, 2009-present, Member