Johanna J. Allex

Johanna J. Allex is a Wisconsin estate planning lawyer and partner in Stafford Rosenbaum LLP’s Madison office. She helps families and individuals prepare for expected and unexpected transitions involving property, businesses, taxes, and personal decision-making. Her practice covers estate planning, estate administration, marital property law, business law, and nonprofit organization matters. She is a Certified Public Accountant and serves on the firm’s board of directors.

Johanna earned a B.S. and an M.M. from the University of Wisconsin-Madison. She later received her J.D. from the University of Wisconsin Law School. Her combined legal, accounting, and academic background supports careful planning for estates, charitable organizations, family businesses, and tax-sensitive transactions. She previously co-taught a practical Estate Planning and Estate Administration seminar as an adjunct professor at the University of Wisconsin Law School.

Johanna includes wills, trusts, marital property agreements, probate administration, trust administration, planned giving, and complex gift techniques in her estate planning work. She advises nonprofit organizations on formation, tax-exempt recognition, governance, fiduciary duties, charitable registration, mergers, conversions, joint ventures, and organizational documents. Her business succession guidance helps owners coordinate company transitions with family, financial, and estate planning priorities. She regularly lectures on estate planning, dispute resolution, and nonprofit operations.

Johanna J. Allex serves as an impartial mediator in disputes involving probate, trusts, and adult guardianships. She helps participants identify priorities, manage disagreements, and seek solutions without costly litigation that may damage finances or relationships. Her peers have selected her for The Best Lawyers in America in Trusts and Estates since 2019. She received the Wisconsin Law Journal’s Women in the Law Award in 2016. Her professional service includes memberships in estate planning, taxation, mediation, planned giving, and bar organizations. She approaches matters with clear communication, practical judgment, and attention to each client’s long-term family or organizational goals.

Law Office Affiliations

• Partner, Stafford Rosenbaum LLP
• Member, State Bar of Wisconsin, Real Property and Probate Section
• Member, American Bar Association, Real Property, Trust and Estate Law Section
• Member, Wisconsin Association of Mediators
• Member, Dane County Bar Association
• Member, Association for Women Lawyers

Licensed State

• Wisconsin

Education

• University of Wisconsin Law School
  Juris Doctor (JD)
• University of Wisconsin-Madison
  Master of Music (MM)
• University of Wisconsin-Madison
  Bachelor of Science (BS)