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The Warhol in the Closet: Estate Planning for Unique Assets

October 7, 2020 Noon - 1 p.m.

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.


Panelists

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 for Godfrey & Kahn SC. 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. Jonathan collaborates closely with the firm’s highly regarded estate planning attorneys to ensure that clients receive effective advocacy that incorporates sound and efficient wealth planning and preservation.

Before joining Godfrey & Kahn, Jonathan served two years as a law clerk for the Honorable John C. Shabaz, United States District Court for the Western District of Wisconsin.

Jennifer M. Olk focuses her practice at Godfrey & Kahn SC in estate planning and administration. 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. Jennifer represents trustees and executors in their fiduciary capacities in the administration of trusts and estates. She has experience in the preparation of estate tax, gift tax, and fiduciary income tax returns. Law & Politics has recognized her as one of Wisconsin's Rising Stars, ranking her among the top young lawyers in the state.

Sara Mulloy – As Director of Business Development in Hindman Auctions 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 – founder and managing director of Guardian Fine Art Services. Shannon purpose-renovated the Guardian building in 2015 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.

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