Anne Schacherl is a Contract Partner with the law firm of Swanson Sweet LLP. She helps families and small businesses plan for the future. Anne focuses her practice on the preparation of Wills, Healthcare and Financial Powers of Attorney, Complex Trust and Estate Plans, Probate and Trust Administration, Special Needs Trusts, Estate and Gift Tax Returns, and Small Business Planning. She has over 40 years of experience in this practice area.
Anne received her B.S. degree from Carroll University and J.D. degree from the University of Wisconsin at Madison. In addition to her legal practice, Anne founded the Madison College ABA-approved Paralegal Program to train students for careers in the legal field. She continues to support and teach in the Program.
EDUCATION
- University of Wisconsin Law School, Madison, Wisconsin
- J.D. – 1979
- Carroll University
- B.S. – 1975
LAW INSTRUCTOR – COURSES TAUGHT
Madison College Paralegal Program, Madison, Wisconsin (2006 – Present)
- Administration of Estates
- Contract Law
- Legal Research
- Legal Writing
AFFILIATIONS & ORGANIZATIONS
- Wisconsin Bar Association
- 1979 – Present
- AAfPE
- 2006 – Present
ACADEMIC HONORS
- Madison College, Madison, Wisconsin
- Distinguished Teacher of the Year Award
- Co-authored and implemented the College’s Academic Integrity Policy
- NISOD
- National Excellence in Teaching Award
LEGAL PRESENTATIONS
- Madison College, Madison, Wisconsin – Community Outreach: Co-Organized and offered informational “Ready, Set, Retirement Workshops” to over 700 Members of the Public
- Presentation Topics
- “Using Wills and Revocable Trusts to Plan Your Estate”
- “Understanding the Federal Estate Tax”
- “Making Beneficiary Designations”
- “Asset Transfers Based on Title”
- “Advanced Directives: The Importance of Powers of Attorney for Health Care and Finance”
- November 11, 2014
- February 7, 2015
- April 18, 2015
- October 17, 2015
- February 20, 2016
- April 16, 2016
- September 24, 2016
- February 18, 2017
- March 25, 2017
- April 22, 2017
- September 23, 2017
- January 26, 2018
- April 27, 2018
- May 11, 2018
- September 29, 2018
- March 30, 2019
- April 27, 2019
- May 11, 2019
- February 11, 2021
