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    Thomas Moniz

    Shareholder at von Briesen & Roper, s.c. / Estate Planning / Corporate / Succession Planning / Executive Planning / Nonprofit and Tax Exemption

    Thomas W. Moniz is a Shareholder Attorney at von Briesen & Roper, s.c., where he specializes in the Business Practice Group. His expertise encompasses a wide range of services related to business and estate planning, including:

    • Trust and Estate Planning: Developing comprehensive plans for managing and distributing assets.
    • Business Formation and Transactions: Assisting clients in establishing and managing business entities.
    • Mergers and Acquisitions: Guiding clients through complex transactions involving the buying and selling of businesses.
    • Nonprofit and Tax Exemption: Advising on the formation and governance of nonprofit organizations.

    Moniz is noted for his personalized approach, often acting as a legacy advisor to clients, which allows him to address their unique business needs alongside their estate plans. He also chairs the firm's Nonprofit and Tax Exemption section, providing counsel on various matters related to tax exemption and nonprofit governance.1

    Education and Professional Background

    • Juris Doctor (J.D.): Marquette University, graduated cum laude.
    • Bachelor of Arts (B.A.): University of Wisconsin-Stevens Point, graduated magna cum laude.

    Affiliations

    Moniz is involved with several professional organizations, including:

    • Council on Foundations
    • Fox Valley Estate Planning Council
    • Winnebago County Bar Association
    • State Bar of Wisconsin

    Community Involvement

    He actively participates in community service through various roles, such as serving on boards for organizations like the Boys & Girls Club of the Tri-County Area and the First We Live Foundation, Inc..12

    Overall, Thomas Moniz combines legal expertise with a commitment to client relationships and community service, making him a prominent figure in his field.

    Highlights

    Apr 1 · vonbriesen.com
    Profiles | Wisconsin Lawyers - von Briesen & Roper, s.c.
    Profiles | Wisconsin Lawyers - von Briesen & Roper, s.c.
    Apr 1 · vonbriesen.com
    Thomas W. Moniz | von Briesen & Roper, s.c.
    Thomas W. Moniz | von Briesen & Roper, s.c.
    Jul 15 · biztimes.com
    Thomas W. Moniz - BizTimes
    Thomas W. Moniz - BizTimes

    Related Questions

    What are some notable cases Thomas Moniz has worked on?
    How does Thomas Moniz approach estate planning for his clients?
    What is Thomas Moniz's role in the Nonprofit and Tax Exemption section?
    Can you provide examples of Thomas Moniz's contributions to the community?
    What makes Thomas Moniz's approach to business consulting unique?
    Thomas Moniz
    Thomas Moniz, photo 1
    Thomas Moniz, photo 2
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    Location

    Appleton-Oshkosh-Neenah Area