Jennifer R. D'Amato is a member of the firm's Board of Directors, a shareholder in the firm's Trusts and Estates Practice and a member of the firm's Tax-Exempt Organizations team. Jennifer's clients include closely held business owners, wealthy families, trusts, estates, private foundations and public charities. Her practice focuses on estate and business succession planning; estate, gift and generation-skipping transfer tax issues; sophisticated gift techniques; family limited partnerships and limited liability companies; charitable planning; prenuptial and postnuptial agreements; estate and trust administration; executive compensation and will, trust and tax controversy matters. 

Jennifer frequently lectures on a variety of estate planning issues including various types of sophisticated gift techniques, business succession and charitable planning. Jennifer has also lectured as an adjunct professor at the University of Wisconsin-Milwaukee School of Business, in the Masters in Taxation Program.

Representative Matters and Experience

• Helping families to structure business and personal assets in order to achieve personal and financial goals while minimizing tax liability. In a recent matter, Jennifer is working with the family to recapitalize S corporation stock in a family business with a net worth of approximately $40 million. This, and other planning, will ensure control in the appropriate family members while allowing equitable distribution of family wealth
• Working with public and private charities to help them best fulfill their charitable objectives, including preparation of fiduciary accountings and tax returns and assistance with other gift administration services
• Implementing family partnerships and a dynasty trust to control the distribution of a family's wealth for many future generations in a manner consistent with the senior generation's intent
• Developing and implementing a gifting program to transfer nonvoting S corporation stock worth approximately $20 million via grantor retained annuity trusts and installment sales to "defective" trusts in order to control estate tax exposure upon the death of the senior generation