Transferring Business Interests During Lifetime: How to Have Your Cake and Eat It Too

Date: Wednesday, December 1, 2021
Time: 5:00pm - 7:00pm
Location: Milwaukee University Club
Speaker: Attys. Kathryn Muldoon and Wendy Rusch

Transferring Business Interests During Lifetime: How to Have Your Cake and Eat It Too

  • Transferring value without transferring control
  • Ensuring financial security post-transfer
  • Making a big impact with simple strategies
  • Integrating corporate governance
  • Planning for tax law changes 

Katie Muldoon is a partner in the Milwaukee office of Quarles & Brady LLP.  Katie counsels clients regarding business succession, estate planning and tax planning matters.  After obtaining her undergraduate degree from the University of Notre Dame, Katie taught at Nankai University in Tianjin, China and then attended Boston University School of Law.  She practiced at Goodwin Procter LLP in Boston before moving back to the Midwest in 2012 and joining Quarles & Brady LLP.  Katie was recently recognized as the “Lawyer of the Year” by Best Lawyers in America in the area of Closely Held Companies and Family Business Law. 

Wendy S. Rusch is a shareholder in the Waukesha office of Reinhart Boerner Van Deuren s.c.  She focuses her practice primarily in the areas of estate planning, business succession planning, and estate and trust administration.  A graduate with honors of Cornell University, she earned her law degree magna cum laude from the University of Wisconsin Law School, where she was elected to the Order of the Coif.  Wendy is a Fellow of the American College of Trust and Estate Counsel, vice-chair of the Waukesha County Bar Association Probate & Estate Planning Section, and vice president of the Waukesha County Estate Planning Council.  She is also a past president of the Milwaukee Estate Planning Forum.


Caesar Salad

Romaine, Garlic Croutons, Parmesan, Caesar Dressing

Beef Rouladen

Red Cabbage, Spaetzles

Thank you to our sponsors: 



Tammy Wishowski CPA
Vice President/Board of Directors, Milwaukee Estate Planning Forum, Inc.

Scribner Cohen & Co SC
400 E Mason Street, Suite 300
Milwaukee, WI 53202
Phone: (414) 271-1700

See Upcoming Event Calendar