Office of Lawyer Regulation v. Matthew V. Burkert

2025 WI 44
CourtWisconsin Supreme Court
DecidedSeptember 12, 2025
Docket2022AP001926-D
StatusPublished

This text of 2025 WI 44 (Office of Lawyer Regulation v. Matthew V. Burkert) is published on Counsel Stack Legal Research, covering Wisconsin Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Office of Lawyer Regulation v. Matthew V. Burkert, 2025 WI 44 (Wis. 2025).

Opinion

2025 WI 44

IN THE MATTER OF DISCIPLINARY PROCEEDINGS AGAINST MATTHEW V. BURKERT, ATTORNEY AT LAW

OFFICE OF LAWYER REGULATION, Complainant, v. MATTHEW V. BURKERT, Respondent.

No. 2022AP1926-D Decided September 12, 2025

ATTORNEY DISCIPLINARY PROCEEDING

¶1 PER CURIAM. In this attorney disciplinary proceeding, we review the report and recommendation of the referee, the Hon. Karen L. Seifert. Based on Attorney Matthew V. Burkert’s stipulation and his no- contest plea to two counts of professional misconduct involving a substantial number of representations and incidents relating to his former law firm, the referee recommended that this court suspend Attorney Burkert’s license to practice law in Wisconsin for a period of 18 months and that it order Attorney Burkert to pay restitution to his former firm in the amount of $24,358.50. As neither party has appealed from the referee’s report and recommendation, we review this matter pursuant to Supreme Court Rule (SCR) 22.17(2).1

Supreme Court Rule 22.17(2) states that “(i)f no appeal is filed timely, the 1

supreme court shall review the referee’s report; adopt, reject or modify the IN THE MATTER OF DISCIPLINARY PROCEEDINGS AGAINST ATTORNEY MATTHEW V. BURKERT Per Curiam

¶2 Having reviewed the parties’ stipulation, the supporting memorandum filed by the Office of Lawyer Regulation (OLR), the referee’s report, and the record in this matter, we agree with the referee that the factual allegations of the complaint support a legal conclusion that Attorney Burkert committed the violations of the Rules of Professional Conduct charged against him. We conclude, however, that a two-year suspension is the appropriate level of discipline to be imposed under the facts of this case. We order Attorney Burkert to pay the stipulated amount of restitution to his prior firm, which addresses Attorney Burkert’s conversion of fees due to that firm for four representations. Consistent with the parties’ stipulation, we do not order Attorney Burkert to pay a specific amount of restitution for the other representations that are at issue in this proceeding, although we do require Attorney Burkert to demonstrate that all claims relating to his conversion of fees owed to his prior firm be resolved as a condition of the filing of a petition for the reinstatement of his license. Finally, we order that Attorney Burkert pay the costs of this disciplinary proceeding in the amount of $4,875.21.

¶3 Attorney Burkert was admitted to the practice of law in Wisconsin in July 2004. He has practiced in the southeast part of the state. He most recently practiced in his own firm in Brookfield. He has not previously been the subject of professional discipline.

¶4 The OLR filed both an original complaint and an amended complaint. Attorney Burkert filed answers to both of them. His answer to the amended complaint admitted many of the factual allegations in the complaint, but for many other allegations, including those that described what he had done, he responded that he lacked sufficient knowledge and recollection to admit or deny, which had the effect of denying the allegation. For instance, he gave that response to an allegation that he had used the resources of his prior law firm to create a personal limited liability company (LLC). He also gave that response to allegations that he had deflected a paralegal’s attempt to file an annual report for that LLC. In other instances, his responses attempted to minimize his conduct or to claim that he had offered to or attempted to rectify his conduct.

referee’s findings and conclusions or remand the matter to the referee for additional findings; and determine and impose appropriate discipline.”

2 IN THE MATTER OF DISCIPLINARY PROCEEDINGS AGAINST ATTORNEY MATTHEW V. BURKERT Per Curiam

¶5 Ultimately, after approximately 22 months of litigation and with the disciplinary hearing approaching, Attorney Burkert entered into a “Comprehensive Stipulation” with the OLR. In the stipulation, Attorney Burkert withdrew his answer to the amended complaint and agreed to enter a plea of no contest to the two counts of misconduct alleged in the amended complaint. Attorney Burkert stipulated that the referee could use the allegations of the OLR’s amended complaint, many of which he had previously denied due to an alleged lack of knowledge or recollection, as the factual basis for his no-contest plea. The referee accepted the stipulation and relied on the facts set forth in the amended complaint.

¶6 The relevant facts underlying the charges against Attorney Burkert, as set forth in the amended complaint, can be summarized as follows. In 2014, Attorney Burkert entered into an agreement with three other attorneys to form a law firm. In 2016, three of the four original owners entered into an amended and restated operating agreement. As a result of that amended agreement, the law firm became known as Sorrentino Burkert Risch LLC (SBR). By 2019, Attorney Burkert began considering leaving SBR due to a belief that the firm’s bonus structure was unfair. In February 2019, while still a member of the SBR firm, Attorney Burkert incorporated MZR Capitol, LLC, which he subsequently changed to MZR Advisors, LLC (MZR). Attorney Burkert used SBR resources to create MZR. He had SBR staff file the originating documents, had SBR pay the filing fee, and had SBR staff obtain an employer identification number from the Internal Revenue Service for MZR.

¶7 In October 2019 Attorney Susan Sorrentino sent an email to all SBR attorneys, asking them to complete an “Outside Interest Supplement” form as part of the firm’s renewal of its legal malpractice insurance policy. The form required each attorney to list the name of every entity in which the “lawyer listed on the application is an Officer, Director, Shareholder, Member, Employee of, or exercises fiduciary control over.” Attorney Burkert disclosed his involvement in two other LLCs, but he did not disclose his ownership interest in MZR.2

2 In his answer to the amended complaint, Attorney Burkert admitted that he had failed to disclose his ownership of MZR, but attempted to explain this by asserting that at the time MZR was inactive.

3 IN THE MATTER OF DISCIPLINARY PROCEEDINGS AGAINST ATTORNEY MATTHEW V. BURKERT Per Curiam

¶8 In March 2020 SBR received notice that MZR’s annual report was due to be filed. A SBR paralegal asked Attorney Burkert if she should file the report. After initially stating that he would gather the necessary information for her to do so, Attorney Burkert told her that, “on second thought,” she should just send him copies of the notice because “[t]he client may want to handle this on its own.” He did not disclose that he owned MZR.

¶9 On July 31, 2020, Attorney Burkert left SBR. In the ensuing weeks and months, SBR learned of the existence of MZR and also discovered multiple billing irregularities related to clients for whom Attorney Burkert had performed legal services during his time with the firm. Attorney Sorrentino ultimately filed a grievance with the OLR regarding Attorney Burkert’s conduct. A number of instances of his misconduct are set forth below.

¶10 The first representation at issue involved client C.W. Attorney Burkert and two other SBR employees provided legal services to C.W. In January 2019 SBR issued invoice 7226 to C.W. in the amount of $7,276.50 for work performed from February 2018 to January 2019. Between February 2019 and March 2020, Attorney Burkert and a SBR paralegal performed additional services in the amount of $4,307.00. On February 26, 2020, Attorney Burkert sent an email to C.W., apologizing for not sending C.W. an invoice at the end of 2019, advising that he would be sending an invoice for the previously unbilled services, and promising a discount due to the lateness in submitting an invoice.

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Cite This Page — Counsel Stack

Bluebook (online)
2025 WI 44, Counsel Stack Legal Research, https://law.counselstack.com/opinion/office-of-lawyer-regulation-v-matthew-v-burkert-wis-2025.