Estate Planning and Personal Property

Date: Wednesday, October 7, 2020
Time: 5:00pm - 7:00pm
Location: University Club of Milwaukee
Speaker: Caitkyn Sikorski (Reinhart), Sara Mulloy (Hindman Auctions), John Shannon (Guardian Fine Art), Jennifer D'Amato (Reinhart)

Please join us for a conversation about estate planning and personal property with Attorney Caitylyn Sikorski of Reinart Boerner Van Deuren SC, Sara Mulloy of Hindman Auctions, John Shannon of Guardian Fine Art, and Attorney Jennifer D'Amato of Reinhart Boerner Van Deuren SC as moderator.

Caitlyn B. Sikorski is a shareholder in Reinhart’s Trusts and Estates Practice where she focuses on trustee compliance and litigation, including breach of trust, breach of fiduciary duty, undue influence, and significant construction and reformation matters. She represents individual and corporate fiduciaries, beneficiaries, and other parties involved in will, trust and intra-family related disputes and matters. Caitlyn is also experienced in prenuptial and marital property agreements, succession planning and guardianship as well as gift and generation-skipping tax issues and general estate, tax, and wealth transfer planning.

Sara Mulloy is a business development amanger at Hindman Auctions.

John Shannon is the director at Guardian Fine Art Services.

Jennifer R. D’Amato is a member of Reinhart’s Board of Directors, chair and shareholder in the firm’s Trusts and Estates Practice, chair of Reinhart’s Trust Services and co-chair of the Fiduciary Litigation Service Group. Her clients consist of closely held business owners, wealthy families and private and public charities. Jennifer’s practice includes business succession planning, leveraged gift techniques, generation-skipping transfer tax issues, will, trust and tax controversy matters, fiduciary litigation and estate and trust administration.

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Jennifer Bogli CPA
Vice President/Board of Directors, Milwaukee Estate Planning Forum, Inc.

Mohr CPAs LLP
10361 Innovation Drive Suite 150, Milwaukee, WI 53226
Email: jbogli@mohrcpas.com
Phone: (414) 244-9942

 

         

 

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