MKE Lifestyle Features Jennifer D’Amato on Generational Wealth Transfer and Wealth Management

In recent feature articles for MKE Lifestyle magazine, Jennifer D’Amato shares timely insights on estate tax planning amid evolving tax laws and the complexities of the unprecedented generational wealth transfer underway.

The April issue’s “Generational Wealth” article explores the transfer of generational wealth from Baby Boomers to younger generations, where D’Amato emphasizes the need for tailored estate plans that protect beneficiaries and address estate tax liabilities, while encouraging thoughtful wealth transfer strategies as Baby Boomers prepare to pass on significant assets to younger generations.

D’Amato is again featured in “Wealth Management Trends & Tax Tips,” which highlights wealth management trends and tax strategies for 2025 and beyond. D’Amato provides insight on the importance of proactive estate tax planning as current exemptions are set to decrease, emphasizing strategies that leverage today’s interest rates to help clients preserve wealth amid uncertain tax law changes.

D’Amato is chair of Reinhart’s Trusts and Estates Practice, chair of the Trust Services Group and co-chair of the Fiduciary Litigation Service Group. She holds the distinction of having been the first woman to serve on the firm’s board of directors. D’Amato’s clients include closely held business owners, ultra-high-net-worth families, and private and public charities. Her practice focuses on business succession planning, leveraged gift techniques, generation-skipping transfer tax issues, will, trust, and tax controversy matters, fiduciary litigation and estate and trust administration.