MILWAUKEE ESTATE PLANNING FORUM, INC.

Significant works of art, collectible jewelry, and antique furniture can individually, or as a collection, represent an important asset of the estate, but due to their inherent portability, also represent a risk of loss. These items may have sentimental or emotional value, and significant, but unknown, financial value; a combination which makes them ripe for intra-family tension, mistrust, and perhaps even litigation. A panel of local experts will discuss the issues revolving around unique assets in estate planning including issues of traceability, valuation, and management.

Please join us for a conversation about estate planning and personal property with Attorneys Jonathan Ingrisano and Jennifer Olk of Godfrey & Kahn SC, Sara Mulloy of Hindman Auctions, John Shannon of Guardian Fine Art, and Robert Holton of BMO Harris as moderator.  A link to the Zoom presentation will be sent only to those who RSVP for the event.  

Jonathan Ingrisano is a member of the Litigation Practice Group and presently co-chairs the Estate, Trust and Fiduciary Litigation practice and the Trust Company Industry Group at Godfrey & Kahn. He represents trust companies, other fiduciaries and family members in all manner of disputes arising from the planning and administration of trusts and estates. He has represented clients in proceedings related to fiduciary liability, fiduciary removal, undue influence, lack of testamentary capacity, trust construction, and contracts to make a will.

Jennifer Olk focuses her practice in estate planning and administration at Godfrey & Kahn. She assists her clients with all aspects of estate planning including marital property, private foundations, charitable gift planning, business succession planning and disability planning. Her practice provides clients with tailored estate plans that accomplish her clients’ objectives in a tax efficient manner.

Sara Mulloy - As Director of Business Development in Hindman’s Milwaukee office, Sara Mulloy works with bankers, lawyers, wealth management teams, and private clients throughout Wisconsin, Minnesota, North and South Dakota. Ms. Mulloy joined the firm in 2011, upon the opening of the office, after receiving her Masters in Contemporary Art History from Sotheby’s Institute, London. She develops all partnered and in-office events and maintains close connections with local museums and institutions. She can assist with the consignment or appraisal of a wide array of property across all our collecting categories and provides attentive, local service throughout her region.

John Shannon is the director at Guardian Fine Art Services. in 2015, Shannon purchased an old manufacturing building in the Menomonee Valley and purpose-renovated it for secure storage with strict environmental controls.  The brick and ferrous concrete construction makes it ideal for secure storage. Guardian is Wisconsin's only fine art storage facility and is a CHUBB Insurance Service Provider for Fine Art Storage.

Kelly Dancy
Vice President/Board of Directors, Milwaukee Estate Planning Forum, Inc.

Walny Legal Group LLC
250 E. Wisconsin Avenue, Suite 1750 Milwaukee, WI 53202
Email: kdancy@walnylegal.com
Phone: (414) 751-7531