Trusts and Estates

Reinhart's Trusts and Estates attorneys work with clients to build wealth and preserve the legacy of their family or business.

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Reinhart Boerner Van Deuren’s Trusts and Estates Practice navigates the intersection between business and family to help our high-net-worth clients build and preserve wealth. We maintain a unique perspective advising high-net-worth clients whose wealth has been built from a successful business. Leveraging this understanding, we counsel individuals and corporations on matters across the continuum of trust law – from succession, estate and tax planning, to estate and trust administration. Throughout the process, we work with our clients to build wealth and preserve the legacy of the family and business.

Our attorneys are adept at working collaboratively with all parties involved in the planning and succession process, particularly multi-generational families. We understand and appreciate the human element involved in business decisions, whether the business maintains a successive family lineage or takes a different path.

Reinhart attorneys seamlessly partner with our clients’ other financial advisers – including accountants, financial advisors and insurance professionals – to develop a coordinated plan best suited for each individual client. We are able to assist our clients with the objective selection of investment providers – or, if our clients prefer, work seamlessly with the financial adviser they designate.

Our attorneys are accomplished at guiding our clients through the intricate stages of a business transition. We illustrate a clear path of succession or transition, distilling the complexity of the process for each client without losing sight of important considerations. We take the time to listen to and account for all of the client’s goals, and then execute the appropriate transactions and techniques for each individual circumstance.

Along the way, Reinhart’s Trusts and Estates attorneys leverage substantial experience and an approach grounded in active listening and flexible solutions to satisfy the needs of all individual stakeholders. We understand the sensitive nature of situations where business and family intersect, and we are skilled at navigating complex relationships.

Our attorneys frequently counsel on a broad range of trusts and estates law, and we have deep experience in the following matters:

  • Counseling owners of closely held businesses on succession planning and related matters
  • Drafting trust agreements, marital property agreements and other estate planning documents
  • Advising individuals and trustees on estate, gift and tax planning and asset protection planning
  • Forming and advising charities, both public and private
  • Representing trustees on matters of routine trust administration, as well as contested matters

Attorneys

Author(s)

Christine Rew Barden

Shareholder o: 608.229.2225 f: 608.229.2100 cbarden@reinhartlaw.com View full profile

Author(s)

Kelsey L. Berns

Associate o: 414.298.8217 o: 414.298.8097 kberns@reinhartlaw.com View full profile

Author(s)

Jennifer R. D'Amato

Shareholder o: 414.298.8319 f: 414.298.8097 jdamato@reinhartlaw.com View full profile

Author(s)

Frederic G. Friedman

Shareholder o: 414.298.8116 f: 414.298.8097 ffriedman@reinhartlaw.com View full profile

Author(s)

John A. Herbers

Shareholder o: 414.298.8176 f: 414.298.8097 jherbers@reinhartlaw.com View full profile

Author(s)

Nathan K. Johnson

Shareholder o: 414.298.8273 f: 414.298.8097 njohnson@reinhartlaw.com View full profile

Author(s)

Jessica King

Shareholder o: 414.298.8202 f: 414.298.8097 jbking@reinhartlaw.com View full profile

Author(s)

Gregory F. Monday

Shareholder o: 608.229.2220 f: 608.229.2100 gmonday@reinhartlaw.com View full profile

Author(s)

Andrew L. Otto

Associate o: 414.298.8207 f: 414.298.8097 aotto@reinhartlaw.com View full profile

Author(s)

Wendy S. Rusch

Shareholder o: 262.951.4518 f: 262.951.4690 wrusch@reinhartlaw.com View full profile

Author(s)

Caitlyn B. Sikorski

Shareholder o: 414.298.8201 f: 414.298.8097 csikorski@reinhartlaw.com View full profile

Additional Professionals

Author(s)

Sarah J. Frankiewicz

Paralegal o: 414.298.8655 f: 414.298.8097 sfrankiewicz@reinhartlaw.com View full profile

Author(s)

Sara A. Haas

Paralegal o: 414.298.8478 f: 414.298.8097 shaas@reinhartlaw.com View full profile

Author(s)

Olivia G.T. Kopitzke

Paralegal o: 414.298.8296 f: 414.298.8097 okopitzke@reinhartlaw.com View full profile

Author(s)

Elizabeth R. Kuffel

Paralegal o: 608.229.2223 f: 608.229.2100 ekuffel@reinhartlaw.com View full profile

Author(s)

Susan B. Mixdorf

Paralegal o: 414.298.8260 f: 414.298.8097 smixdorf@reinhartlaw.com View full profile

Advanced Business Succession Planning

Develop and implement a gifting program to transfer nonvoting S corporation stock via grantor retained annuity trusts and installment sales to intentionally “defective” trusts in order to minimize estate tax exposure upon the death of the senior generation and retain ownership of the business in the family.

Trustee Defense

Represent Trustees in many actions including: against a beneficiary who alleged breach of fiduciary duty; petitioning the Court to interpret the terms of a trust agreement and the administration of the same; termination of trusts and approval of accounts.

Individual Charitable Planning

Create charitable trusts and private foundation to assist client in maximizing the value of assets transferred to charities and the tax deductions available for the same.

Representing Charitable Entities

Work 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.

News


U.S. News – Best Lawyers® highly ranks Reinhart Boerner Van Deuren s.c. (Reinhart) in numerous practice areas within Wisconsin and nationally in the recently released 2017 “Best Law Firms” listings.

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The people who run Madison businesses should draft a tailored POA for health care when they discuss business succession planning, says Reinhart’s Greg Monday.
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Five Star Professional has named John Herbers and Wendy Rusch as Five Star Estate Planning Attorneys.
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Knowledge

Repeal of the Death Tax

As part of his proposed tax plan, President Trump plans to repeal the “death tax” a controversial tax that affects the wealthiest .002% of Americans. For reasons described below, the repeal will not be permanent.

| Jennifer R. D’Amato

10 Steps to Plan Your Business Legacy

Don’t let uncertainty over estate tax repeal become one more reason to delay focusing on framing the legacy you want to leave for your family and your business. Instead, view legacy planning as an ongoing process that could become critically important at any time.

| Jennifer R. D’Amato

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