The Warhol in the Closet: Estate Planning for Unique Assets

Date: Wednesday, October 7, 2020
Time: 12:00pm - 1:00pm
Location: Zoom Conference
Speaker: Jonathan Ingrisano (Godfrey & Kahn), Jennifer Olk (Godfrey & Kahn), Sara Mulloy (Hindman Auctions), John Shannon (Guardian Fine Art), Robert Holton (BMO Private Bank)

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.

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 is the business development manager at Hindman Auctions. She is responsible for assisting clients throughout the entire auction process; from scheduling appointment services to working with our specialists in creating listings and providing estimates. Additionally, she manages all appraisal events for the branch and maintains close connections with local museums and institutions. On a daily basis, Ms. Mulloy evaluates a wide array of property across all of our collecting categories. She is a graduate of Sotheby’s Institute of Art, London Master’s in Contemporary Art History program

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.

Jennifer Bogli CPA
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

 

         

 

Login now to register for this event.

Add to My Outlook Calendar

Add to My Google Calendar

See Upcoming Event Calendar